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	The Prudent Practices for Investment Stewards and Investment Advisors ( New Zealand Edition) handbook features the same Practices and Criteria as the U.S. editions of the handbooks for Investment Stewards and Investment Advisors, but with New Zealand-specific legal substantiations and text.
	There also is a corresponding Self-assessment of Fiduciary Excellence for Investment Stewards and Investment Advisors (New Zealand Edition). This is a short questionnaire based on the Practices that tests how well an Investment Steward or Advisor conforms to the Practices defined by the Foundation.

All twenty-one Practices are substantiated by legislation and case law from:

• Trustee Act of 1956
• Superannuation Schemes Act of 1989
• Investment Advisers (Disclosure) Act of 1996

Prudent Practices for Investment Stewards and Investment Advisors (New Zealand Edition) was co-produced with fi360 Australasia:

• Ross Fowler, AIFA®
• Jill Fowler, AIF®
• Anita Gray, AIF
• Ursula Segalla, AIF
• Anna Turner, AIF
• Carol Tombleson, AIF
• Johan van Blerk, AIF

Legal substantiations were provided by Geoffrey Clews, Barrister.

For more information regarding this handbook or training opportunities in New Zealand, please visit www.fi360.co.nz.