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Society of Fiduciary Advisors

Fiduciary Investment Standards Initiative
Nomination Form for
Collaborative Extranet Contributor

A collaborative extranet has been created for our industry's leading advisors, academicians and technical experts to collectively define fiduciary counsel, citing statute, case law, regulatory opinion letters and best practices for the 16 market segments recognized by the IRS as constituting all taxable and tax-exempt investors. To nominate the person(s) you rely upon as an expert resource to work with individual and institutional market segments (to include yourself), please complete the nomination form which follows. The FISI chairperson for each market segment will extend invitations to these nominees based on expertise, experience, commitment and complementary skill set to the FISI Working Group.

All fields denoted with an asterisk (*) require valid input.

Information about the NOMINATOR

Full Name:*  
Street Address:   

State:       Zip:  
Phone (be sure to include area code):*  
Fax Number (be sure to include area code):  
Email Address:*  

Information about the NOMINEE

Nominee's Name:*  
Nominee's Title:  
Nominee's Firm:*  
Street Address:  

State:      Zip:
Phone (be sure to include area code):*
Email Address:*  
Market segments in which the Nominee has expertise (click all that apply):*
 Non-Profit Organizations - Charitable (Private Foundations)
 Non-Profit Organizations - Charitable (Public Charities, Endowment Funds)
 Non-Profit Organizations - Associations
 Trusts - Personal
 Trusts - Charitable
 ERISA - Defined Contribution Plans (Participant-Directed)
 ERISA - Defined Contribution Plans (Committee-Directed)
 ERISA - Defined Benefit Plans
 Taft-Hartley Plans (Participant-Directed)
 Taft-Hartley Plans (Committee-Directed)
 Government - Federal Public Pension Plans (Participant-Directed)
 Government - Federal Public Pension Plans (Committee-Directed)
 Government - State Public Pension Plans (Participant-Directed)
 Government - State Public Pension Plans (Committee-Directed)
I nominate this person because:*

Thank you for taking your valuable time to complete this noimination form. This information will not be sold to vendors and will be held in complete confidence. This information will be used for market research in summary form without citing specific practices or practitioners on our efforts to advance investment management consulting.