The Centre for Fiduciary Excellence (CEFEX) provides independent recognition of a firm’s conformity to the financial industry’s best practices. Ongoing CEFEX accreditation verifies that retirement plans:
Comply with investment related laws and internal governing documents
Utilize industry best practices
Minimize and disclose conflicts of interest
Utilize reasonable models to calculate expected returns
Properly communicate risks, volatility, and expected returns
Conduct annual reviews of the plans and its managers
Ensure proper documentation is in place
UniqueHR has been certified as an investment steward by CEFEX since 2008.
For further information or to verify UniqueHR’s CEFEX certification click HERE.
