Code of Ethics

At LBA we take our fiduciary duties and responsibilities very seriously. The interests of our clients always come first, and we endeavour to act in their best interest. In addition we consider all client information as highly confidential.

We have adopted and are in compliance with the Code of Ethics and the Standards of Professional Conduct of the CFA Institute. As a condition of employment, each staff member must sign a LBA Ethics and Standards contract which is renewed annually.