Becoming a Forsyth Barr client

For Alliance Group shareholders considering their next steps

Alliance Group shareholders have voted for a majority stake sale to Dawn Meats. If you’re looking to open a Forsyth Barr account to trade listed investments, manage proceeds, or receive advice on your wider portfolio, this page explains how to get started and what you’ll need.

Opening an account with Forsyth Barr is straightforward

We’ll step you through each stage and help you choose the service that fits how you like to invest - whether that’s placing trades when you need to, receiving ongoing advice, or having a portfolio managed for you.

Most clients opening an account for themselves or with another person complete onboarding digitally: you’ll get a secure link, answer a few questions about your investor profile and confirm your identity via a biometric check (photo of your ID and a selfie), plus a recent address document as proof of your residential address. If you’d prefer, we can do this over the phone or in person.

If you want to open an account as an entity (Company, Trust etc) your Investment Adviser will guide you through this process and help you collect the required documentation and identification to meet NZX trading requirements.

Fees

Clear, upfront fees. We’ll explain our fees and any charges in plain English before you proceed, and confirm them in writing as part of the account process. Costs depend on the service you choose (for example, trade-only, advice, or portfolio management), the markets you use, and the size of any transactions. Your Adviser will step you through what applies to you so there are no surprises.

Next steps:

• Request more information by email.
  
  
• Find out more about the investment services available to achieve your investment objectives.
  
  
• Contact us using the online contact form below or if you would prefer to talk to someone directly, contact a local Forsyth Barr Investment Adviser on 0800 367 227.