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

Forsyth Barr Investment Services

If you ordinarily contact your Investment Adviser to request the purchase or sale of securities (including if you are a Premium Advisory Service client), you can continue to do so in the normal manner. All financial markets remain open for business and the NZX (and other overseas exchanges) continue to operate normally with NZX having been deemed an “essential service” by the government.

If you are a Private Portfolio Management service client, your Investment Advisers are continuing to actively manage your investment portfolio in accordance with your Investment Authority and your overall investment objectives.

If you would like to add (or withdraw) funds to (or from) your account at any time, this can be arranged in the normal manner by depositing funds to your Forsyth Barr Cash Management account, or by contacting your Investment Adviser(s) for assistance.

Finally, in uncertain times our immediate focus is always on those who are closest to us, whether they are family, friends, or members of our community who live alone. While we hope that you remain safe and well over the coming period, please also be assured that our constant focus is to create the certainty that your investments are being professionally managed at all times.

For further assistance, or if you have any questions concerning this update, please contact your Investment Adviser(s) directly, or call 0800 367 227, or contact me directly here.

Best wishes to you and your families.


Neil Paviour-Smith
Managing Director, Forsyth Barr