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House 158 Cameron Road
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
Head of Client Services
Save and Invest Limited
Craigs Senior Product Manager
Master of Commerce
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."
Meet Our Management Team
"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,"
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