Forsyth Barr offers a world-class team of advisers right here in New Zealand, delivering innovative financial services and investment opportunities, supported by award-winning local and global research.
We provide clients comprehensive access to global market knowledge. This includes our own award-winning research, international research via our affiliates, full market data across multiple New Zealand and Australian indices and up-to-the minute global financial news.
We have made some changes to our Terms and Conditions. The changes relate to ensuring the Terms and Conditions remain consistent with changes being made to other client documentation; reflecting that while the Trusts Act 2019 sets a minimum standard in relation to trustee indemnities, that standard can be raised by the relevant trust deed; clarifying certain matters relating to the participation in class actions for custodial clients; clarifying certain administrative matters relating to the closure of accounts and notices to and from clients; and making certain other minor editorial changes and clarifications.
You can review the updated Terms and Conditions here. The changes come into effect on 10 July 2023 for new clients and from 25 July for existing clients. Please contact your Investment Adviser if you have any questions.