Amendments to Terms and Conditions

News & Events

Posted 27 Sep 2016

We have made some changes to our terms and conditions. The main changes include:

  • minor amendments to the terms of our custodial service, including clarifying when we will notify you of corporate actions in relation to overseas securities, and that distributions we receive in respect of overseas securities held in custody will be converted to New Zealand dollars where we do not operate Cash Management accounts in the relevant currency
  • changes to the circumstances when will consider a trustee of a trust to be independent.
  • for Private Portfolio Management clients, allowing us to report to you for a period shorter than 3 months.

You can view our updated terms and conditions here. The changes come into effect on 12 October 2016.  Please contact your Investment Advisor if you have any questions.

If you're new to investing or just have a question please call us: 0800 367 227