Kiwi Wealth Investments Limited Partnership (Kiwi Wealth), which trades as Kiwi Wealth, Hatch and Kiwi Invest, provides a financial advice service to its customers. We do this in-person (including face-to-face and telephone advice) and digitally.
Kiwi Wealth holds a licence issued by the Financial Markets Authority to provide a financial advice service.
Kiwi Wealth provides advice about products issued by Kiwi Wealth and Kiwi Wealth Limited (KWL). In some circumstances, Kiwi Wealth also provides advice about debt securities issued by registered banks or non-bank deposit takers. Kiwi Wealth does not provide financial advice about the products of any other entity.
The managed investment products Kiwi Wealth provides regulated financial advice about are:
Kiwi Wealth also provides advice in connection with the Private Portfolio Service, which is a discretionary investment management service offered by Kiwi Wealth.
Kiwi Wealth does not charge separate fees for providing its financial advice service but you will be charged fees by Kiwi Wealth or KWL if you acquire any Kiwi Wealth or KWL product (for example, Kiwi Wealth and KWL each charges management fees in respect of its investment products).
If you invest through the Private Portfolio Service, you will pay a fee for that service.
If you invest though the Private Portfolio Service, details of the fees you will be charged will be set out in an investment proposal provided to you.
If you have a problem, concern, or complaint about Kiwi Wealth’s financial advice service, you should tell us. You can do this by:
Once received, your complaint will be given to a staff member to investigate and work with you to find a suitable resolution. If they are unable to do this, your complaint will go through our escalation process with the final stage being an external disputes resolution scheme.
You have access to a free, independent dispute resolution service, which may help investigate or resolve a complaint if it is not resolved through our internal complaints process. That dispute resolution scheme is the Insurance & Financial Services Ombudsman. You can contact the Insurance & Financial Services Ombudsman by:
Under the Financial Markets Conduct Act 2013, when a person gives you financial advice (for example, when Kiwi Wealth, or one of our financial advisers, gives you advice), they have a duty to:
This is a summary of the duties we have. The Code of Professional Conduct for Financial Advice Services is available here.
Kiwi Wealth® is a registered trademark of Kiwi Wealth Investments Limited Partnership. Future You® is a registered trademark of Kiwi Wealth Limited. Kiwi Wealth Limited is the issuer and manager of the Kiwi Wealth KiwiSaver Scheme and Kiwi Wealth Managed Funds.
Kiwi Wealth Investments Limited Partnership is the issuer and manager of the Kiwi Wealth Super Scheme.
© 2020 Kiwi Wealth Limited