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HOME > Practices > INTERNATIONAL
International Practices Overview
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.
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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.
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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.
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Any country interested in adopting and substantiating the proposed practices for Investment Stewards, Advisors, or Managers should email an inquiry. A Prudent Practices for Investment Stewards and Investment Advisors (Worldwide Edition) handbook is available that removes all U.S. centric terms and serves as an introduction for new foreign markets.
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