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Stephen Jonas

Head of Client Services

Craigs Investment Partners Limited

Direct Phone: +64 *-*** ****       

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Craigs Investment Partners Limited

House 158 Cameron Road

Tauranga, 3110

New Zealand

Company Description

Craigs Investment Partners Limited is one of New Zealand's largest investment advisory and management firms, offering bespoke investment solutions to private, corporate and institutional clients. ... more

Find other employees at this company (274)

Background Information

Employment History

Head of Client Services

ABN AMRO Craigs Limited

General Manager

Save and Invest Limited

Craigs Senior Product Manager



Master of Commerce

Auckland University

Web References (21 Total References)

Our People [cached]

Stephen Jonas

Stephen Jonas Head of Client Services

Mike Caird [cached]

Stephen Jonas

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Stephen Jonas, head of client services at Craigs Investment Partners, said applying for the firm's discretionary investment management services (DIMS) licence had been a significant chunk of work and required a number of changes.

To get up to the standard required, Craigs had had to alter its processes to ensure proper separation and effective governance of its related-party custodian arrangements and update its reporting to customers, including things such as total expense ratios and bar graphs of returns by time period.
Jonas said the DIMS rules set a high bar but that was not a bad thing for the industry.
"I think for the protection and betterment of the market these are not bad things to have regulations for."
He said the changes had meant additional costs for the business but they were a one-off and the rules made it easier for consumers to compare providers.
Clients had not yet commented on the difference but advisers had, Jonas said.
"They feel there is more prescription around it and feel there is a heavier workload but in reality there is not. The FMA is taking the opportunity to codify its expectations of code standards six and eight in the AFA rules."
Jonas said while the changes related to DIMS now, it could be taken as an indication of how the FMA expected all investment portfolios to be managed and clients to be dealt with,.
"They should take it on board across their portfolios not just for DIMS clients," he said.

Meet Our Management Team [cached]

Stephen Jonas

Stephen Jonas Head of Client Services
Stephen Jonas

This advice is backed up by ... [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 as a good source of information.

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