Sharebroking
Forsyth Barr is a leading market participant firm of the New Zealand Exchange (NZX). We link directly into NZX and our arrangements with other brokers around the globe provide access to all international stock markets.
Call us on 0800 367 227 to get started
Once you are signed up as a client, transactions can be arranged over the phone.
Our Sharebroking Service Provides You With:
- Tailored advice. Your Forsyth Barr Investment Advisor can provide advice on specific securities in NZ, Australia or international share and fixed interest markets, and arrange for execution of transactions as required.
- Quality research. Clients benefit from exclusive access to our investment research. We produce many daily and weekly commentaries and provide extensive coverage of NZ, Australian and international stocks.
- Global affiliations. We maintain a network of affiliations with many of the world’s leading sharebroking firms, including Merrill Lynch, Ord Minnett, UBS and [name of UK broker] ensuring access to global market intelligence. Being independent of these firms, we are not bound by or restricted to using only the product of a dominant global owner.
- Online monitoring. Register on the Forsyth Barr website to access research exclusively from our extensive research library. You can also keep track of your investments by creating watch-lists as well as monitoring financial news and market movements.
- Access new issues. Clients are able to access investments in new issues of equity and debt securities.
- Cash management. Use your Forsyth Barr Cash Management account to simply and efficiently settle your transactions, and to receive income and dividends from your investments. This is available for all major currencies.
- NZX Firm. Forsyth Barr is an accredited NZX Firm governed by the NZX Market Participant Rules. These regulations ensure a transparent and orderly market and require us to strictly comply with the Rules, which includes daily reporting to the NZX of our financial position and annual/random inspections.
- Financial Advisor Regulations. Forsyth Barr has been accredited by the Financial Markets Authority (FMA) as a Qualifying Financial Entity (QFE) which means we take responsibility for the conduct of our Investment Advisors (who are all Authorised Financial Advisors (AFAs)) and ensuring that clients receive adequate consumer protection.
- One Off Sales. If you have a one-time sale of a security or portfolio of shares to undertake, for example from an inheritance or an estate sale or from a share give-away, we can assist you with this in a manner that avoids the requirement for completion of all the usual paperwork necessary to open an account.