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ACCREDITED INVESTMENT FIDUCIARY®

Hallmark Financial is proud to announce that Sherry Hall earned the Accredited Investment Fiduciary (AIF®) Designation.  The AIF® designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.

The AIF® Code of Ethics:

To my clients, I will:

  1. Employ and provide the client information on the Prudent Practices when serving as an investment fiduciary and/or advising other investment fiduciaries.
  2. Act with honesty and integrity and avoid conflicts of interest, real or perceived.
  3. Ensure the timely and understandable disclosure of relevant information that is accurate, complete, and objective.
  4. Be responsible when determining the value of my services and my form of compensation; taking into consideration the time, skill, experience, and special circumstances involved in providing my services.
  5. Know the limits of my expertise, and refer my clients to colleagues and/or other professionals in connection with issues beyond my knowledge and skills.
  6. Respect the confidentiality of information acquired in the course of my work, and not disclose such information to others, except when authorized or otherwise
    legally obligated to do so. I will not use confidential information acquired in the course of my work for my personal advantage.
  7. Not exploit any relationship or responsibility that has been entrusted to me

To my community (whether defined by work, family, and/or friends), I will:

  1. Proactively promote and be a steward of ethical behavior as a responsible partner among my peers in the work environment and in my community.
  2. Ensure that the overall promotion of my practice is implemented in the best interests of my profession.
  3. Seek, accept, and offer honest criticism of technical work; acknowledge and correct errors; and properly credit the contributions of others.
  4. Use corporate assets and resources employed or entrusted to me in a responsible manner.
  5. Continue to improve my knowledge and skills, share ideas and information with colleagues, and assist them.