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Hot Topic Hawke’s Bay
Hot Topic Hawke’s Bay
General Business
3 mins to read

FMA slaps deVere NZ on the wrist

The financial services firm was censured for failing to exercise adequate care, diligence, and skill in providing advice to its clients.

DeVere provides advice including on UK pension transfers. 

NBR Staff Wed, 03 Jul 2024

Auckland-based financial services firm deVere New Zealand has been censured by the Financial Markets Authority for inadequate client record keeping, among other breaches of its financial licence obligations.

DeVere provides advice on insurance, investments, and retirement planning, including

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NBR Staff Wed, 03 Jul 2024
Contact the Writer: editor@nbr.co.nz
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FMA slaps deVere NZ on the wrist
General Business,
104751
true