Our commitment to professional excellence is through our Centre for Fiduciary Excellence (CEFEX) certification. CEFEX is an international standards body that provides independent recognition of a firm’s conformity to defined Standards of Practice. Each year, an auditor from CEFEX visits firms and tests their compliance with these standards. We are proud to be one of the only firms of our type in the country that is compliant with CEFEX standards.
Also, we follow our strict Conflict of Interest Policy. All of our professionals must attest that they personally are not in conflict with firm clients in any way and are complying with our firm’s commitment to independence. We monitor compliance with our policy quarterly.