Aegis
is one of New Zealand's leading investment administration services, administering
substantial funds on behalf of investors. What
is Aegis? Technically known as a wrap
account, Aegis is an electronic administration service designed to hold, trade
and report on investments. Aegis provides vital support for financial advisers
to successfully develop and manage their clients' investment portfolios. Who can use Aegis? Access
to Aegis is available, via selected financial advisers, to individuals, trusts,
companies, partnerships and joint owners. Due to the complexities of investing
and the constant monitoring required, the Aegis administration service is not
offered directly to investors. What kinds
of investments are available within Aegis? Aegis
can co-ordinate all of a client's investments through one system, including:
New Zealand equities
international equities
term deposits
Government
stock
company bonds
managed funds and unit trusts
superannuation
funds
cash accounts in multiple currencies
Aegis can also record and report on other direct investments such as rental
properties or forestry blocks, however it cannot trade them.
