Being CEFEX certified means that an independent organisation has reviewed our firm and confirmed the trustworthiness of our practices.
What is CEFEX certification?
It ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by a documented and structured process.
What is a fiduciary?
A fiduciary is a legal term for someone in a position of trust. A fiduciary financial advisor is someone who is responsible for the management of the assets of others and is therefore in a special position of confidence, reliance and trust.
What are the benefits for our clients?
Increased transparency
Increased oversight
Higher probability of enhanced portfolios outcomes
Sarah Genequand says...”Being the first firm in Continental Europe & Sweden to be CEFEX certified shows that the road to transparency in financial services is still long. We hope that this will inspire other firms to become CEFEX certified and modify their business model to put their clients’ interests as their highest priority.”
Alexander Arnbäck says... "We are very proud to have received the CEFEX certification, placing us amongst an elite group of firms around the world. Having this certification shows that we are trustworthy and put our clients’ interest above our own, with the two most fundamental duties of fiduciaries being loyalty and care.”
