Licensed & reporting entities

The businesses/people listed on this page have been granted a licence or have been authorised by the FMA. It's important to only deal with licensed people and businesses because if things go wrong you will have access to free dispute resolution services. Details including the provider's business address, list of services and the name of their independent dispute resolution scheme can be found on the Financial Service Providers Register.

Independent trustee

Warren Douglas Potter

Warren Douglas Potter is a licensed independent trustee. FSP No: FSP738531.

Derivative Issuer

AxiCorp Financial Services Pty Ltd

AxiCorp Financial Services Pty Ltd, FSP518226, is a licensed derivatives issuer.

Discretionary investment management scheme (DIMS)

Perpetual Trust Limited

Perpetual Trust Limited (FSP40361) is a licenced DIMS provider.

Peer-to-peer lending service providers

Crowdsphere Limited

Crowdsphere Limited (FSP360186)

Managed investment schemes

Consilium NZ Limited

Consilium NZ Limited, FSP439786, is a licensed Managed Investment Scheme Manager.

Independent trustee

Jeffrey Paul Prestidge

Jeffrey Paul Prestidge is a licensed independent trustee.

Discretionary investment management scheme (DIMS)

Alvarium Wealth (NZ) Limited

Alvarium Wealth (NZ) Limited, previously known as New Zealand Assets Management Limited, is licensed to provide Discretionary Investment Management Services (DIMS).

Managed investment schemes