Centre for Fiduciary Excellence (CEFEX)
CEFEX certified firms adhere to a standard of excellence representing the best practices in the industry. These standards include specific criteria which have been substantiated by regulations or in consultation with leading firms. Certified firms voluntarily undertake annual audits to continually verify their adherence to the applicable standards, regulations, and best practices.
A CEFEX certified firm places its clients’ interests first. Through structured processes, the firms realize cost savings through quality controls which enhances client satisfaction and increases trust. In a time of financial industry change, trust is critical to firms that provide fiduciary functions and administrative services to employers looking to mitigate non-compliance risk.
The CEFEX audit fosters a culture of compliance and continuous improvement.