Carte New Fiduciary Standard Tim Hatton

New Fiduciary Standard

Autor: Tim Hatton
Limbă: engleză
Legare: Copertă tare
Editura: Bloomberg Press
Disponibilitate: În depozitul extern în cantități mici
Expediem în 11-15 zile
193.25 lei
Financial advisers, trustees, and plan sponsors?in fact, anyone who provides investment advice?may b...

Informații despre carte

Autor
Limbă
engleză
Legare
Carte - Copertă tare
Publicat
2005
Pagini
192
EAN
9781576601839
ISBN
1576601838
Enbook ID
01348399
Editura
Greutate
442
Dimensiuni
147 x 216 x 20

Descriere completă

Financial advisers, trustees, and plan sponsors?in fact, anyone who provides investment advice?may be held to a fiduciary standard of care for the financial well being of their clients, beneficiaries, or employees. Accountants, attorneys, and wealth managers all need to know about these responsibilities. But what, exactly, is meant by the term ?fiduciary standard What must advisers do to be sure their procedures meet legal and ethical standards? This book identifies the 27 Prudent Practices, organized under Five Steps, that were developed by the Foundation for Fiduciary Studies?measures that professionals can take to demonstrate that they accept, understand, and are fulfilling the role of a fiduciary.

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