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Opis

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.

Szczegóły książki

Kategoria Książki po angielsku Law Laws of Specific jurisdictions Equity & trusts

• Pełny tytuł: New Fiduciary Standard
• Autor: Tim Hatton
• Język: Angielski
• Oprawa: Twarda
• Liczba stron: 192
• EAN: 9781576601839
• ISBN: 1576601838
• ID: 01348399
• Wydawca: Bloomberg Press
• Waga: 442 g
• Wymiary: 216 × 147 × 20 mm
• Data wydania: 01. May 2005

Ulubione w innej kategorii

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