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Center for Fiduciary Studies
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Fiduciary Card
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A wallet-sized laminated card illustrating key concepts concerning fiduciary responsibility
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Discounts - The following quantity discounts will apply on this product.
| Quantity | Amount |
| 50 or more | $4.00 |
Detailed Description
A wallet-sized, laminated reference card containing key concepts related to fiduciary responsibility. Specifically, the card references:
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The seven Uniform Fiduciary Standards of Care
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The Five-Step Investment Management Process
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Asset Allocation Variables - "T.R.E.A.T.”
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Due Diligence for Manager Selection
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This package includes your choice of one of our fiduciary handbooks and corresponding SAFE questionnaire, along with a laminated fiduciary card and placemat. These products would cost over $46 if purchased separately.
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