Latitude Service Company is proud to be a CEFEX-Certified Third Party Administrator. Achieving and maintaining this certification annually underscores our commitment to efficient and accurate processes, integrity of data security, and proper management protocols and succession planning. It’s one more way we keep our promise to deliver the best service we can to you.
Learn more about this important industry certification.
on a CEFEX-certified firm.
The Centre for Fiduciary Excellence, LLC, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX has offices in Pittsburgh, PA and Toronto, Canada.
More information about the certification program, information about CEFEX, and a full copy of the Standard of Practice can be found on the CEFEX website.