Inside Plan B
Professional Licences & Memberships
Plan B has licences from or is a member of the following organisations.
Financial Markets Authority The Financial Markets Authority regulates New Zealand's financial markets. They oversee securities, financial reporting, and company law as they apply to financial services and securities markets. For more information visit www.fma.govt.nz
CEFEX CEFEX is a global initiative to promote fiduciary best practices in the Investment Management Industry. For more information visit www.cefex.ca
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Plan B Wealth Management complies with fi360 standards to the highest possible level. fi360 is a globally recognised industry expert in the area of investment fiduciary responsibility, created to define practices for investment advisors, trustees, and committee members. Its Center for Fiduciary Studies was the first research and training entity created to focus solely on the subject of investment fiduciary responsibility, and provide training programmes for industry professionals. For more information about visit www.fi360.co.nz
Founded in 1995, the Zero Alpha Group (ZAG) is an international network of independent investment advisory firms that manage a total of nearly $5 billion in assets. Members of the Group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing. The firms in the Zero Alpha Group network share a common philosophy about investing and client service. Plan B Wealth Management joined the group in early 2006. For more information visit www.zeroalphagroup.com |
