Code of Conduct

Professional Fiduciary Association of California Code of Conduct

Members of the Professional Fiduciary Association of California should:

• Abide by the Professional Fiduciaries Act (California Business and Professions Code Sections 6500-6592) and the Act’s implementing regulations (California Code of Regulations Sections 4400-4622), including the Professional Fiduciaries Bureau Code of Conduct.
• Recognize that the client is the prime responsibility and strive to provide services which reflect respect for each client.

• 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.

• Manifest personal integrity, assume responsibility and accountability for individual judgments and maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.

• Cooperate with colleagues to promote common professional interests and concerns and facilitate ethical and competent professional performance.

• Seek and maintain competence in professional skills and seek to contribute to the ongoing development of the profession’s body of knowledge.

Who is a Fiduciary

A fiduciary is a trusted, legally accountable person who handles the finances, healthcare and other daily needs of an individual who can no longer manage those tasks on his or her own. They bring caring and expertise to managing the assets and the needs of the individual client.