Client Update - Alert Level 4 COVID-19 lock-down period

Having entered a nationwide Alert Level 4 COVID-19 lock-down period, Forsyth Barr will continue to provide investment advice, stockbroking and portfolio management services to clients, on an uninterrupted basis.

As all New Zealanders and their families enter a period of community isolation, at Forsyth Barr we have put in place plans to ensure that all clients continue to receive the high levels of service and attention which are an essential part of our relationship with you.

We are well set up to continue to provide all services to clients throughout the period in which New Zealand is considered to be at COVID-19 Alert Level 4 status.

We are here to help you

I understand that many will be anxious about the uncertainty created by the changes to our normal social and business interaction. I wish to assure you that the entire Forsyth Barr team is available at all times to respond to any needs you may have for investment advice, broking or portfolio management services.

While our Investment Advisers will be working remotely from home, they will have full access to all the tools and information they require to be able to provide service to you. Your Investment Adviser can be contacted on their usual phone numbers, or their usual email address, while our toll-free number (0800 367 227) will be attended to so we can direct calls to the right Forsyth Barr person, as required. In all cases, you can expect our usual high standards of service.

We remain in close contact with our research partners offshore, while our New Zealand-based research team is continuing to evaluate the impact of the current COVID-19 environment on New Zealand’s economy and corporate sector, with their focus on identifying new opportunities as the investment environment unfolds in the period ahead.

In addition to the above points, you may have some questions about how we will be managing the business over the coming period and what this may mean for you and your contact with us. I hope that the following points are of assistance in this regard.

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