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PFAC
CODE OF ETHICS
Recognizing
that the care of the Client is a prime responsibility,
the Professional Fiduciary shall provide services with
respect for the dignity and uniqueness of each Client. The
Fiduciary shall not engage in any form of discrimination
on the basis
of race, color, sex, sexual orientation, age, religion,
national origin, or any other condition or status.
Acting as an advocate in safeguarding the Client's civil
and legal rights, the Professional Fiduciary shall
make decisions
that maximize and protect the rights of the Client, and allow
for maximum independence and self reliance.
MEMBERS OF
THE PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA SHALL:
• Judiciously protect
the right to privacy by keeping confidential the affairs of
the Client.
• Comply with all statutory requirements, be knowledgeable
of applicable policies and procedures and keep informed
of existing
Local,
State and Federal Laws as a minimum guide for the fulfillment
of responsibilities to the Clients.
• Never exceed the bounds of legally granted
authority.
• Maintain an attitude
of fairness, honesty, respect, courtesy and good faith in all
professional relationships.
• Cooperate with colleagues to promote common
interests and concerns and facilitate ethical and competent
professional performance.
• Accept their professional
fees as the total compensation for services. Fiduciaries,
their associates or their family shall not benefit personally
from any estate transaction.
• Manifest personal
integrity and assume responsibility and accountability for
individual judgments.
• Avoid any conflict
of interest or appearance of conflict of interest.
•Seek and maintain
competence in professional skills and contribute to the ongoing
development
of the
profession's body of knowledge.
• Manage estates prudently;
with care and judgment, maintaining detailed fiduciary records.
• Seek competent professional
advice where this knowledge would benefit the Client.
Violators
of the above
provisions shall
be subject to professional discipline
and/or removal from membership in the Professional
Fiduciary Association
of
California.
2008-2009 Ethics Complaint Form - Click Here -
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