portfolio investments

personalised portfolios

As your savings accumulate, it’s important to take the opportunity to diversify and grow your wealth. Sit down with an Authorised Financial Adviser from FANZ Private Wealth. They will be able to prepare an investment plan for you that will help you to achieve your long term objectives.

Features

Discretionary investment management services

FANZ holds a Discretionary Investment Management Service (“DIMS”) Licence. FANZ Authorised Financial Advisers can provide investors with access to a variety of investment portfolios with different growth and income asset allocations.

Access a range of other long-term investment options, including PIE Funds and Direct Equities and Bonds. Your investments in the Discretionary Investment Management portfolios are protected by the assets being held by an independent custodian as well as each portfolio having a defined and published set of investing principles.

These Discretionary Investment Management portfolios are suitable for investors who are seeking long term investment solutions that include other investments besides cash held with a bank such as SBS Bank.  

 

   


important information

You should carefully consider whether the investment options referred to here are appropriate for you and read any applicable offer documentation before making any investment decision. Financial advice can be obtained through a Funds Administration New Zealand Limited (FANZ) Authorised Financial Adviser. A disclosure statement for each FANZ Authorised Financial Adviser is available, on request and free of charge. FANZ, a subsidiary of Southland Building Society (SBS Bank), is the provider of the DIMS. The capital value, performance, principal, and returns of investments any DIMS portfolio provided by FANZ are not guaranteed or secured in any way (either partially or fully) by FANZ, SBS Bank (or any other entity within the SBS Bank group), or any other person. Investments in the DIMS provided by FANZ do not represent deposits or other liabilities of FANZ or its parent SBS Bank and are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Further information in relation to the DIMS is available at www.lifestages.co.nz or from a FANZ authorised financial adviser. Investors should be aware that the future performance of any financial product accessed through a DIMS provided by FANZ may differ from historic performance, and that the investment objectives and strategies of any DIMS portfolio provided by FANZ may change in the future. 

 
A copy of the current Southland Building Society (SBS Bank) Disclosure Statement along with our Term Investment Terms & Conditions and QFE Adviser Disclosure Statement are available on request and free of charge from any branch or agency of SBS Bank or on this website
© Southland Building Society, 2016