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Leaders Arena

Service Providers Framework 2018

You are in Advisory and Consultancy » Advisory and Consultancy

Advisory and Consultancy

AC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

          Advisory and Consultancy

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          Before beginning work with a client we clearly outline the services to be performed as well as the fee that will be collected.

01.3. Additional information. [OPTIONAL]

AC 02. Assets under advisement (Private)

AC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]

AC 04. ESG in contracts with clients (Private)