On behalf of investors, Aegis tracks
investments from around the world. Aegis collects income and provides investors
with up to date portfolio and taxation reporting, freeing up time for investors
and their advisers to focus on the investment decisions.
Lower wholesale management fees
Through the custodian, investors have access to wholesale fund management fees.
Wholesale fees can be less than 1% p.a. compared with retail investment
management fees which can be 2.5% p.a. or more.
Access to a wider
range of investments
Aegis gives investors access to investments that would otherwise not be
available. The custodian groups investors' funds to gain access to wholesale
funds and other investment opportunities around the world that are not
available to individual investors.
Co-ordination
of key information
Aegis records all distributions and interest transactions allowing for the
production of detailed or summarised reports for investors.
New
Zealand made
Aegis is designed by New Zealanders to comply with current New Zealand
legislation and for New Zealand investors who want access to a wide range of
domestic and international investments.
Security
and commitment
As part of a major New Zealand financial services group, investors can feel
confident that Aegis has the backing of a large corporate with its commitment
and resources. To safeguard clients' financial investments, a
custodian holds all investments on the clients' behalf. Aegis Limited
is a wholly owned subsidiary of ASB Bank Limited, a member of the international Commonwealth Bank of
Australia Group. Neither Aegis Limited nor any other member of the Commonwealth
Bank of Australia Group guarantees the investments held and administered under
the Aegis service.
