Sunday, June 1, 2014/ CFA
Many investors today make the mistake of believing that all financial decisions made by their financial advisor is perfect and binding on them; thereby, ignoring their own interests and intuition.
It is therefore essential to know that despite professionals vast knowledge on a financial subject related to you, your financial interests must take precedence over those of the professional and the organization.
As the owner of the money or the assets in a financial transaction, your welfare must be considered before the welfare of the financial professional and his or her organization. It is through outstanding work and service to your interests that financial professionals earn your trust and continued business. Your money is paying the bills and salaries of these professionals, and your interests need to come before their personal interests.
1. CFA Society Nigeria - Statement of Investor Rights