Events
Sep 07
Monday
FANZ Connect Tour
Fable Hotel, Dunedin
Sep 08
Tuesday
FANZ Connect Tour
Riccarton Park Raceway, The Show Gate
Sep 09
Wednesday
IFSO Scheme Insurers' Conference
JW Marriott, Auckland

Last comments
Goldcard 2 MIN AGO

This is great news indeed, well done AIA. I hope you were able to solve the tax treatment which plagued this cornerstone product.

AIA moves into wealth with annuity launch planned READ
Raymond Yang 2 MIN AGO

Fei , trustees still hold large of money not yet refund fully.

FE Investments in receivership READ
Darryl Scott 2 MIN AGO

There is no doubt the obligation is on the insurer who the contract is with. Clearly it would be prudent for an adviser to assist once given clear information by an insurer to assist with the communication but to extend this further. For an insurer to attempt to slide this onto an advisers plate is abdication. The adviser can not change the contract.

Who is responsible for notifying policy changes? READ

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Meet Our Investment Managers
Greg Smith
Greg Smith
Devon Funds
Devon Funds
Devon Funds Management Limited is an independent investment management business that specialise...