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.