Terms And Conditions


The following terms and conditions apply to the use of the NZFI Limited (NZFI) website. You acknowledge and accept that your use of this website indicates your acceptance of these terms and conditions. NZFI may change these terms and conditions at any time without notification.


NZFI is a solutions-oriented fund manager that seeks to provide robust risk mitigation for clients and above average returns. We partner with global investment banks and the best minds in wealth management to best serve our clients.

Please visit the ‘INVESTOR CENTRE’ link on our homepage.

While NZFI endeavors to ensure the information on this website and blog is accurate, NZFI makes no representations and gives no warranties that the information is free from errors or omissions. NZFI reserves the right to amend or add to this website and blog at any time without notice. It is the responsibility of the user to verify all information before making final decisions or commitments.
To the full extent permitted by law, NZFI accepts no responsibility and shall have no liability for any errors, omissions or other inaccuracies in the information provided on this website or for any loss or damaged suffered or incurred (directly or indirectly) by a user, or any other person, as a result of using the information on this website.


© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings, and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.



The information, images, screens, web pages, logos and brands on this website are the property of NZFI, who hold copyright in it. The information may not be copied or revised (other than as expressly provided by the website) without the written consent of NZFI.


Third party websites

NZFI accepts no responsibility for the content of any website operated by a third party accessed via a link from this site, nor will we accept responsibility for the content of any third party website which provides a link through to this site. NZFI does not endorse any products or services on third party websites, and links to other websites are provided for your convenience only.


The employees of NZFI are available to discuss the structure and features of NZFI’ products with investors and potential investors. They also give views and general comment in connection with global market developments and trends (including by way of a monthly newsletter). NZFI and its employees give wholesale and/or generic financial advice, but do not provide financial advice in connection with any securities including in relation to NZFI’ products.

NZFI and its employees have not been:

• Convicted of an offense under the Financial Markets Conduct Act 2013, the previous Securities Act 1978 (now repealed) or of any crime involving dishonesty

• A director or principal officer of a body corporate when that body corporate committed any offenses or crimes involving dishonesty

• Adjudicated bankrupt

• Prohibited from taking part in the management of a company or business

The subject of an adverse finding by a court in any proceeding that has been taken against them in their professional capacity

• Expelled from, or prohibited from being a member of a professional body

• Placed in statutory management or receivership

Procedures for dealing with investment money

NZFI does not receive investment money from investors. Such investment money must be paid to the trustee of the relevant Fund, who maintains the accounts. You may find the trustee information in the relevant information memorandum for each fund.

New Zealand products and services

The products and services provided on this site are designed and intended for New Zealand residents only. Unless otherwise stated, references to any currency are in New Zealand dollars.

No investment advice

The material on this website is for information purposes only. NZFI does not warrant the accuracy, adequacy, completeness, timeliness or reliability of this website and expressly disclaims all warranties and representations of any kind with regard to this website. It is not financial advice and has not been prepared with regard to your particular financial situation or investment objectives. Neither NZFI nor any of its employees, contractors, directors or shareholders will be responsible or be liable for any direct, indirect, consequential, loss of profits or damages (including for negligence) arising out of your use of this website. NZFI does not guarantee the performance of any fund referred to. Past performance is not a guarantee of future returns.  Material or views expressed are for information only and are not a recommendation to buy, sell or hold their financial products. You should not use information on this website (other than the available product information memorandum for our funds) as a basis to make any investment decision. The contents of this website are not permitted to be made available to persons in any jurisdiction in which it would be unlawful to do so.
You must not rely on the information contained on this website when making investment decisions or otherwise. Before making an investment decision you should seek independent, professional, financial and/or legal advice relevant to your circumstances.


NZFI uses security measures to ensure your details are held securely by NZFI and protected against unauthorized access. 
Only authorized users may access the investor login service. You are solely responsible for all actions taken by the username and/or password chosen by you to access the restricted part of the website. You should not disclose your login details to anyone else. NZFI and its directors are not responsible for any unauthorized access using your username and password. 


NZFI ensures the privacy of your personal information. Any information that you provide us is held in accordance with all relevant privacy laws. 
We will not disclose information held about you outside of NZFI without your consent. Unless we are required to do so, or permitted to, by law. We may also disclose information to your financial adviser (where relevant) and when you have authorized us to, or where disclosure is connected to the purpose for which it was collected.
We only use the personal information you provide to us for purposes disclosed to you at the time of collecting the information. We use your personal information to provide you with products, services and information about our products and services. We will not use your personal information for any purpose that is not related to the products or services we provide to you, or for any purpose for which you would not reasonably expect us to use that information. We will also not sell or disclose personal information about you to any third party for marketing purposes.

You have the right to access any personal information held by NZFI about you. If you believe the information is wrong, you may ask that it be corrected. To request information about yourself, you can contact NZFI at:

+649 363 3319

48 Shortland Street
Auckland 1010
New Zealand