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Fiduciary Excellence

CEFEX certification increases transparency and accountability and therefore increases trust.

What it means to be CEFEX Certified

Capital Partners holds a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.

To date, just over 100 firms across the globe have achieved this certification. There are five CEFEX certified firms in Australia and Capital Partners is the only CEFEX Certified Firm in Perth.

At Capital Partners we have four CEFEX Accredited Investment Fiduciaries.

Most investors don’t have the expertise to adequately oversee their investment adviser. CEFEX provides a rigorous and systematic assessment performed by an independent fiduciary expert.


View Our CEFEX Certificate

Adherence to a fiduciary standard

CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is contrasted with a firm that lacks a fiduciary process or operates according to a ‘suitability’ standard.

Adherence to the fiduciary standard can be the foundation for the trust placed in Advisers by their clients, whether individual or institutional investors.

The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the Adviser, clients, vendors and regulators.

Verified by annual audits

CEFEX advisory firms voluntarily undertake annual audits by independent fiduciary experts. This verifies their adherence to the fiduciary standard and is supplemental to the oversight performed by most financial regulators, who require advisers to meet a minimum compliance standard.

The objective is simple: to protect investors.

Investor benefits

A CEFEX-certified advisory firm places your interests first and will realize investment objectives sooner, better align investment services to expenses, and be accountable for actions taken.

Visit the CEFEX website