FL:  561-372-6000

NY: 516-870-0600

 

Fiduciary Standard

Fiduciary Standard

Financial Connection acts as a Fiduciary in all of our client dealings and duties.

The five core principles of the Fiduciary Standard are:

  1. We will always put the client's best interests first.

  2. We will act with prudence; that is, with the skill, care, diligence and good judgment of a professional.

  3. We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.

  4. We will avoid conflicts of interest.

  5. We will fully disclose and fairly manage, in the client’s favor, unavoidable conflicts.

 

 

 

 

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