Does Fund Selector make independent investment recommendations?
Fund Selector and investment judgement
The Muuvment Fund Selector supports firm-defined fund research and review; it does not replace a firm’s product-review process, advisor judgement, or client-suitability responsibilities. The firm defines the criteria and review arrangements for its workflow.
Where review remains
The firm defines criteria and permitted information. An advisor or designated reviewer assesses results in the context of their responsibilities. The engagement should clarify how incomplete information, exceptions, explanations, and review records are handled.
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