SAFE
Self-Assessment of Fiduciary Excellence
Defining a Global Fiduciary Standard of Excellence
Type of SAFE
Investment Stewards (US version), 22 questions
Investment Advisors (US version), 72 questions
Investment Managers (worldwide version), 86 questions
Investment Stewards & Investment Advisors (worldwide version), 63 questions
fi360
Abele Office Park
10 Emerson Lane, Suite 801
Bridgeville, PA 15017
www.fi360.com
www.fi360.com
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www.actifi.com
