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This profile was last updated on 10/5/14  and contains information from public web pages and contributions from the ZoomInfo community.

Head of Client Services Moreless

Disclosure
 
Background

Employment History

Education

  • Master of Commerce
    Auckland University
26 Total References
Web References
Stephen Jonas Head of ...
www.abnamrocraigs.com [cached]
Stephen Jonas Head of Client Services Moreless
Disclosure Statement
Stephen joined Craigs Investment Partners in 2005 as Head of START and became Head of Client Services in early 2007. He is responsible for the suite of products and services offered through the Craigs Investment Partners network.
Stephen graduated from Auckland University in 1986 with a Master of Commerce and is a qualified Chartered Accountant. He has over 20 years experience in the financial services industry and has worked in New Zealand, American and European organisations in a variety of management roles.
Stephen Jonas Head of ...
www.abnamrocraigs.com [cached]
Stephen Jonas Head of Client Services Moreless
Disclosure Statement
Stephen joined Craigs Investment Partners in 2005 as Head of START and became Head of Client Services in early 2007. He is responsible for the suite of products and services offered through the Craigs Investment Partners network.
Stephen graduated from Auckland University in 1986 with a Master of Commerce and is a qualified Chartered Accountant. He has over 20 years experience in the financial services industry and has worked in New Zealand, American and European organisations in a variety of management roles.
Investments Solutions | Craigs Investment Partners People
www.craigsip.com [cached]
Stephen Jonas Head of Client Services Moreless
Disclosure Statement
Stephen joined Craigs Investment Partners in 2005 as Head of START and became Head of Client Services in early 2007. He is responsible for the suite of products and services offered through the Craigs Investment Partners network.
Stephen graduated from Auckland University in 1986 with a Master of Commerce and is a qualified Chartered Accountant. He has over 20 years experience in the financial services industry and has worked in New Zealand, American and European organisations in a variety of management roles.
Management Team | Craigs Investment Partners
www.craigsip.com [cached]
Stephen Jonas Head of Client Services Moreless
Disclosure Statement
Stephen joined Craigs Investment Partners in 2005 as Head of START and became Head of Client Services in early 2007. He is responsible for the suite of products and services offered through the Craigs Investment Partners network.
Stephen graduated from Auckland University in 1986 with a Master of Commerce and is a qualified Chartered Accountant. He has over 20 years experience in the financial services industry and has worked in New Zealand, American and European organisations in a variety of management roles.
This advice is backed up by ...
www.nzherald.co.nz [cached]
This advice is backed up by Stephen Jonas, head of client services at Craigs Investment Partners, one of the providers operating a QROPS KiwiSaver scheme.
"The benefits of transferring a UK pension need to be considered carefully, as what seems simple on the surface can be more complicated when you look at the particular details for an individual," he says.
...
"There are conditions and criteria that apply," Jonas says, and recommends the HMRC website at http://www.hmrc.gov.uk/pensionschemes/small-pen.htm as a good source of information.
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