INTERNATIONAL PRACTICES
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» Stewards and Advisors
» Investment Managers
Fi360 has developed fiduciary handbooks with substantiation for New Zealand and Canada. These handbooks feature the same Practices and Criteria as the U.S. editions of the handbooks for Investment Stewards and Investment Advisors, but with country-specific legal substantiations and text.
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.
Prudent Practices for Investment Stewards and Investment Advisors (Canada Edition) was co-produced in association with the Canadian Task Force:
- Sean O’Hara, AIFA
- Carlos Panksep
- Lance Novak
- Legal substantiations were provided by Gowling Lafleur Henderson LLP.
- For more information regarding this handbook or training opportunities in Canada, please contact us.
