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Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand

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Advising clients on shares, bonds or managed funds?

Advising clients on shares, bonds or managed funds?

The FMA has recently published three excellent guides to help investors understand and invest into shares, bonds and managed funds. These are useful tools to provide to your clients or use parts of the guides when updating your investment templates or placing information on your website.


Bond Guide:

What are bonds and how to they work? A guide for investors choosing, buying and owning bonds.


Fund Guide:
Your guide to choosing, buying and monitoring managed funds and exchange-traded funds (ETFs).


Shares Guide:
Your guide to choosing, buying, owning and selling shares

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