YOUR GUIDE TO GLOBAL FIDUCIARY INSIGHTS

• INTERNATIONAL HANDBOOKS
• 
  » Canada
• 
  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.
• LEARN ABOUT THE PRACTICES
• 
  » Stewards and Advisors
• 
  » Investment Managers

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.

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