What sets FundEX apart? Our defined cost platform represents more than just a 100% payout opportunity. We like to believe that everything from our advisor-focused guiding principles to our business philosophy and industry insight makes us unique. If you’re a client-centred financial planner, and not a producer, we may be the right fit for you.
We believe the independent support provided by our financial professionals plays a vital role in people’s lives. We’re proud to foster that independence through the highest standards of ethical conduct. FundEX Associates must abide by the following Code such that their actions will reflect:
Absolute trustworthiness: the clients’ interest must be the foremost consideration in all business dealings;
Due diligence must be practiced to learn the essential and current financial and personal circumstances and investment objectives of each client;
A continuous effort will be made to maintain a high standard of professional knowledge;
All personal affairs must be conducted in a responsible manner that reflect positively on the profession
All methods of soliciting and conducting business must merit public respect and confidence
