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Buy and Sell

Investment Transaction Service

We handle the transactions for the investments you would like to buy and sell.

Who uses this service?

Our Investment Transaction service suits people who:

  • Are wanting to invest in shares or fixed interest securities.
  • Are looking for an experienced team to handle transactions.
  • Are wanting access to quality research and market summaries produced exclusively for New Zealand investors.
  • Are wanting a simple way to hold cash for the purchase of shares and collect the proceeds from transactions.

Included in this service

Research and market information to guide your decisions, an Investment Adviser to handle your transactions, and a cash management account through which to process all your transactions.

Cash management

Use your Cash Management account to hold money at call to fund future investments, settle transactions and receive income and dividends from your share portfolio.

Research

Stay informed on market movements and access quality research produced exclusively for the New Zealand investor by our award-winning research teams. Includes equities, fixed interest, reports on NZX listed companies, global trends and economic updates.

Web and app access

Keep track of your investments, create watch lists, monitor financial news and market movement by logging in to your account on our website or via the Forsyth Barr app on your Android or iOS device.

Custody

Forsyth Barr offers a safe custodial service for money and/or financial products on behalf of the client.

You can read more in depth information from our investment brochure or scope of service documents


Invest with confidence

Expert Advisers

Forsyth Barr has a team of experienced Investment Advisers throughout New Zealand, delivering comprehensive, research-based investment advice. They are experts in building, managing and administering portfolios on behalf of clients.

Local and Global Research

The advice we deliver clients is informed by the best in local and global research. At the 2019 INFINZ Awards Forsyth Barr was rated first for Strategy and Quantitative research for the sixth consecutive year.

A leading New Zealand investment firm

Since 1936, Forsyth Barr has been proudly New Zealand and staff-owned. Today, we are one of New Zealand’s largest wealth management firms. We believe it is our independence, expertise and single-minded focus on client success that delivers the best possible outcomes for clients.

New Zealand-wide

We have 21 offices, and over 350 staff, across the country. This reflects our belief that no matter where you are in New Zealand, you should have access to world-class advice to help you grow and manage your wealth.

Still wondering if this service is right for you?

To find out more about buying and selling, speak to one of our Investment Advisers. They will take the time to understand what you want to achieve, and work out a plan that is right for you.