Legal Fiduciary Responsibility
WHAT IS FIDUCIARY RESPONSIBILITY? In simple terms, financial coaches with fiduciary responsibility have a legal responsibility to put clients’ needs ahead of their own. They have a responsibility that holds a higher ethical standard and pertinent knowledge to provide sophisticated wealth management services and advice. The investor must always come first. At Retirement Asset Managers Inc., we always put your needs ahead of our own and live up to our fiduciary responsibilities. Retirement Asset Managers Inc., as an American fiduciary company is legally bound to comply with the American Federal Act for Data Protection as well as to abide to the professional code of conduct. Retirement Asset Managers Inc. grants its clients its highest commitment in this respect, on the following three levels:
- Legal Obligations: Retirement Asset Managers Inc. commits to be fully compliant with the American Federal Act of Data Protection which sets out the legal frame on how confidential non-public personal data has to be protected.
- Contractual Duties: Every agreement or contract Retirement Asset Managers Inc. enters into implies duties and obligations which Retirement Asset Managers Inc. shall fulfill at its highest level of professionalism.
- Professional Secrecy: Retirement Asset Managers Inc. is bounded by its professional secrecy as an American Fiduciary to protect client’s confidentiality at its highest level.