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:
- Employ and provide the client information on the Prudent Practices when serving as an investment fiduciary and/or advising other investment fiduciaries.
- Act with honesty and integrity and avoid conflicts of interest, real or perceived.
- Ensure the timely and understandable disclosure of relevant information that is accurate, complete, and objective.
- 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.
- 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.
- 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. - 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:
- Proactively promote and be a steward of ethical behavior as a responsible partner among my peers in the work environment and in my community.
- Ensure that the overall promotion of my practice is implemented in the best interests of my profession.
- Seek, accept, and offer honest criticism of technical work; acknowledge and correct errors; and properly credit the contributions of others.
- Use corporate assets and resources employed or entrusted to me in a responsible manner.
- Continue to improve my knowledge and skills, share ideas and information with colleagues, and assist them.