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Disclosure Statement.pdf

Luke_20Thornhill.pdf

🔗 Source: cdn.craigsip.com

📊 Size: 172 KB

👤 Author: Jennifer Lund

⬇️ Downloads: 168

Summary

Luke Stuart Thornhill, a Financial Adviser at Craigs Investment Partners Limited, provides disclosure statement. Key points include:
- Contact details: Luke Stuart Thornhill, Registration number FSP1002218, Postal address Level 32, Vero Centre, Auckland, Telephone +64 (9) 977 5507, Email [email protected]
- Nature and scope of advice: Equities, bonds, managed funds, KiwiSaver, superannuation savings
- Duties: Meet competency requirements, ethical standards, prioritize client interests, exercise care and diligence
- Fees: Brokerage fees, portfolio management fees (up to 0.625% annually), superannuation and KiwiSaver fees, custodial fees (up to 0.625% annually), foreign exchange margin (up to 1.25%)
- Conflicts of interest: Relationships with CIP Cash Management Nominees, CIP Nominees No 1, Craigs Investment Partners Superannuation Management, Custodial Services, Fonterra, J.P. Morgan, Smartshares Limited.

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Description

Luke Stuart Thornhill, a Financial Adviser at Craigs Investment Partners Limited, provides disclosure statement.

Technical Information

File Format: PDF
File Size: 172 KB
Pages: 5
Language: EN
Author: Jennifer Lund
Total Downloads: 168
Last Updated: 1 week ago

Document Overview

This PDF document about Disclosure Statement provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Disclosure Statement.