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Disclosure Statement.pdf

daniel-duarte.pdf
Preview of Disclosure Statement
🔗 Source: cdn.craigsip.com
📊 Size: 192 KB
👤 Author: Jennifer Lund
⬇️ Downloads: 232

Summary

Daniel Duarte, a Financial Adviser at Craigs Investment Partners Limited, provides disclosure statement with contact details, nature and scope of financial advice service, duties information, fees, expenses, and conflicts of interest. Services include advice on equities, bonds, managed funds, KiwiSaver, and superannuation savings, with fees such as brokerage, portfolio management, and custodial services. Conflicts of interest may arise from relationships with subsidiaries and partners, including CIP Cash Management Nominees, CIP Nominees No 1 Limited, and J.P. Morgan Asset Management.

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Description

Daniel Duarte, a Financial Adviser at Craigs Investment Partners Limited, provides disclosure statement with contact details, nature and scope of financial...

Technical Information

  • File Format: PDF
  • File Size: 192 KB
  • Pages: 5
  • Language: EN
  • Author: Jennifer Lund
  • Total Downloads: 232
  • Last Updated: 9 hours ago

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