Changes to our Statement of Investment Policy and Objectives (SIPO):
We recently made some changes to our Statement of Investment Policy and Objectives (SIPO). The changes principally allow the funds to have higher weightings in certain high quality fixed income products to provide a degree of flexibility in regard to liquidity constraints where appropriate.
Click here to download a copy of our SIPO
Changes to our Financial Advice Provider (FAP) Disclosure Statement:
The key amendments to Generate’s Financial Advice Provider (FAP) Disclosure Statement are as follows:
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Broadening our Financial Advice offering to include offering advice on Generate’s Managed Fund’s;
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Specifying that our advice is only on Generate products;
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Noting that Generate’s Wealth advisers can provide Generate investment planning advice;
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Generate’s Financial Advice Provider Full Licence confirmed by the Financial Markets Authority (FMA) and the conditions of our license;
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Broadening Generate’s advice online offering, including a self service advice application in the future;
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More details on fees, commission and other incentives, including the option of separate fees for ongoing advice as agreed with investors and subsequent adviser commissions;
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Broadening our Conflicts of Interest Policy to note that we only advise on Generate products and disclosing that we receive a management fee and specifying how we manage this conflict.
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