Quartz Wealth (FSP54701) has been granted the following licences issued by the Financial Markets Authority (FMA)
Financial Advice Provider, transitional licence.
This licence allows Quartz to provide regulated financial advice to clients.
Click here to find out more about how financial advice is regulated in New Zealand,
DIMS (Discretionary Investment Management Service).
This licence allows Quartz as the investment manager to make discretionary decisions about buying and selling financial products on the investor’s behalf without seeking client approval each time. It’s a solution that works well for clients who want to be involved in making important decisions such as their overall investment strategy, but wish to leave the day-to-day investment decision making to Quartz. DIMS licensees are held to a higher level of obligations and standards with the FMA. Contact us to find out more.