Bloomsbury Associates is proud to be the first financial adviser practice in Wellington to be independently audited and certified according to global best practice standards.
CEFEX (Centre for Fiduciary Excellence) is an independent global assessment and certification organisation. It assesses professional financial advisors to improve risk management for investors.
Our CEFEX certification means we exceed minimum regulatory standards, have high standards of global fiduciary best practice and place our clients' interests first.
In other words, we always act in the best interest of our clients and our clients can have peace of mind that their investments are secure. CEFEX certification is proof of the strong integrity of Bloomsbury Associates.
CEFEX independent expert analysts audit us every year. This verifies our adherence to standards, ensures our transparency and accountability, and also ensures we are up-to-the-minute with global best practice.
CEFEX certification determines that we:
You are welcome to view our Public Certification Report (PDF, 66KB) showing the assessment criteria on which Bloomsbury Associates is audited annually in order to maintain our certification.
Blaine Aikin, Executive Chairman of CEFEX, describes the standards that CEFEX-certified firms must adhere to.