Secure administration

Investments are administered by Aegis, one of New Zealand’s leading investment organisations administering over
NZ$5 billion of funds. Aegis acts in a custodial role holding investments on our clients’ behalf. Aegis Limited is a wholly owned subsidiary of Sovereign Limited, which in turn is owned by Sovereign Group Limited, a member of the international Commonwealth Bank of Australia Group .

Aegis provides detailed (or summarised) portfolio reports for investors, and can also group investor funds to achieve substantial buying power benefits. Clients can also access their portfolios on-line.