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Derivatives Issuer licence transferred from FIRMA FOREIGN EXCHANGE CORPORATION (NZ) LIMITED’s original licence upon amalgamation of FIRMA FOREIGN EXCHANGE CORPORATION (NZ) LIMITED and NZFOREX LIMITED.
Private Asset Management Limited DBG includes: Private Asset Management Limited, Graeme Leslie TEE, Angela Linda MAUNSELL-TERRY, and Walter Brent SHEATHER.
Lifetime Retirement Income DBG includes Lifetime Asset Management Limited and Lifetime Trustee Limited.
NZClear is an FMI Act Designation.
Jarden Securities Limited including: Jarden Securities Limited, Jarden Investment Nominees Limited, Jarden Principal Investments Limited, Jarden Custodial Services Limited and Jarden Private Partners Limited.
Pallas Group includes Pallas Capital Limited FSP1004241, Pallas Trustees Limited FSP1004322, and Pallas Commercial Lending Limited FSP1004240.
Futurisk Insurance Limited DBG is a designated business unit including Futurisk Insurance Limited, Futurisk Insurance (Kapiti) Limited, Futurisk Insurance (Waikato) Limited
Bancorp DBG including: Bancorp Credit Cards Limited, Bancorp Bancorp Group Limited, Bancorp Income Choice Limited, Bancorp Wealth Management Limited, Castlerock GP Limited, Youown Housing GP Limited, Kakapo Management Limited, Kakapo GP Limited, Kakapo Fund Limited Partnership, Kakapo Management Limited, YouOwn Housing Limited Partnership, Bancorp New Zealand Nominees Limited, Aviation Aerospace New Zealand Limited Partnership.
Mackersy Property DBG (Designated Business Group): Mackersy Property includes Mackersy Property Limited (FSP1001600) Mackersy Capital Management Limited (FSP1005363) and Mackersy Capital Trustee Limited (FSP1005622)
The Snowball DBG includes The Snowball Effect Limited FSP350046, Snowball Nominees Limited FSP654971.
Alvarium DBG including: AINZ Fund 7 Limited, Alvarium Atlas Limited, Alvarium Funds (NZ) Limited, Alvarium Investments (NZ) Limited, Alvarium Wealth (NZ) Limited, Alvarium Wealth Nominees (NZ) Limited, LJ Fund NO.4 Limited, LJ Fund NO.6 Limited, Pathfinder Asset Management Limited, AINZ Fund 10 Limited, AINZ Fund 8 Limited.
Alvarium Wealth (NZ) Limited, FSP20861 are licenced by the FMA as a Managed Investment Scheme Manager (MIS).
The New Zealand Guardian Trust Company Limited, FSP33501, is licensed by the FMA as Supervisor.
Covenant Trustee Services Limited, FSP30521, is licensed by the FMA as Supervisor.
Michelle Barbara FORSTER (FSP37101) is a licenced independent trustee