# Amp Services (nz) Limited — Public Disclosure Statement

*Mirror of FAP Public Disclosure Statement filed under FMC Act 2013 s431.*

- **Version date:** 2026-05-24
- **Source URL:** https://www.amp.co.nz/advice-disclosure
- **Source PDF SHA256:** `9b0fb6ab2477e27c98511805f2be0128...`
- **Confidence tier:** B (parsed-PDS structured fact)
- **Extracted via:** sonnet-html-v1
- **Ingested:** 2026-05-24
- **Machine-readable facts:** [facts.json](https://financeadvisers.co.nz/api/provider/FSP38082/facts.json)
- **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP38082/filings.json)
- **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP38082

> **About this document.** FAP Public Disclosure Statements are regulated documents that financial advice providers must publish under the Financial Markets Conduct Act 2013, section 431. The content below is the FA-NZ mirror — machine-parsed from the source PDF on the date shown above. For binding regulatory purposes, refer to the firm's own current publication via the source URL above.

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# Help with the advice we provide at AMP NZ

AMP Services (NZ) Limited (FSP38082, "AMP NZ") holds a licence issued by the Financial Markets Authority to provide a financial advice service.

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## The types of products on which AMP NZ provides financial advice

AMP NZ (together with its advisers and nominated representatives) gives customers financial advice on savings, investment and retirement savings products.

The products we provide advice on include:

- Term Deposits provided by Heartland Bank
- Managed Funds
- KiwiSaver
- Superannuation

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## Scope of AMP NZ's financial advice

AMP NZ provides focused, straightforward financial advice on AMP branded products and considers a limited range of customer information during the advice process.

AMP NZ may, where appropriate, refer to publicly available information from other providers (for example, fees, returns, asset allocation, or key features) to help you make informed decisions. However, we do not provide detailed product comparisons, comprehensive market reviews, or full financial planning services.

Customers with more complex financial advice requirements will be referred to AdviceFirst, a related entity of AMP NZ, which can provide these broader services.

### AMP 'Retirement Coaching' Service

AMP NZ offers a retirement coaching service focused on supporting your retirement planning needs. Through this service, AMP Coaches (nominated representatives, or financial advisers of AMP NZ), will work with you to understand your financial situation, clarify your goals, and develop a retirement strategy tailored to your circumstances. In addition to AMP NZ's standard financial advice on AMP Products, this includes:

- **Investment Planning Services**, which focus on retirement modelling to help you understand whether you are on track to achieve your retirement goals. This involves reviewing your current assets, projected savings, and modelling different future scenarios to show how long your money may last and options to improve your position; and
- **Holistic discussions of your broader financial situation** — including property, mortgages, cash flow, budgeting, and insurance — these are not personalised financial advice in these areas but are for the purpose of building a complete picture of your retirement.

If you need further or specialised financial advice in an area AMP NZ is unable to provide, we may refer you to **enable.me**, a financial advice service operated by AdviceFirst Limited (part of the AMP Group of companies and therefore a related entity of AMP NZ), which provides help with cash-flow planning, mortgage strategies, and broader financial advice.

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## Fees, expenses or other amounts payable for financial advice from AMP NZ

AMP NZ does not charge fees, expenses or any other amount for financial advice provided to customers.

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## Conflicts of interest, commissions or other incentives relating to AMP NZ's financial advice

AMP NZ's financial advisers and nominated representatives are remunerated by salary and may be eligible for an annual bonus. The bonus scheme is based upon a balanced scorecard of factors which align with AMP's values. AMP doesn't have any sales-based incentives and considers that its remuneration structure does not influence the advice provided to customers.

To ensure that AMP NZ's advisers and nominated representatives prioritise customer interests, advice processes are followed that ensure recommendations are made based on customer needs, general goals and circumstances.

All AMP NZ's financial advisers and nominated representatives complete annual training on how to manage conflicts of interest. We maintain and monitor registers of conflicts of interest, and the gifts and incentives we receive over $100.

Where AMP NZ refers customers to enable.me, referrals are made solely based on customer needs and suitability. Customers are under no obligation to engage with enable.me and any applicable fees will be disclosed to the customer by enable.me directly.

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## Complaints Handling and Dispute Resolution

If you have a complaint about our financial advice, in the first instance you may:

- **Phone:** 0800 267 005
- **Email:** investments@amp.co.nz
- **Write to:**
  AMP Services (NZ) Limited
  PO Box 55, Shortland Street
  Auckland 1140

When you raise a complaint, we will:

- Acknowledge your complaint in a timely manner and give you assurance that we'll investigate;
- Investigate your complaint and give you an explanation of what happened and why; and
- If required, work with you to reach a fair resolution.

For further information on AMP NZ's complaints process refer to: https://www.amp.co.nz/contact/feedback

If we can't resolve your complaint or you don't think your complaint has been addressed sufficiently, you can contact the **Insurance & Financial Services Ombudsman Scheme**. This is a free, independent dispute resolution service available to consumers, which may help investigate and resolve your complaint.

**Insurance & Financial Services Ombudsman Scheme contact details:**

| Method | Details |
|--------|---------|
| Post | PO Box 10-845, Wellington, 6143 |
| Phone | 04 499 7612 or freephone 0800 888 202 |
| Email | info@ifso.nz |

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## Duties Information

AMP NZ, and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.

We are required to:

- Give priority to clients' interests;
- Exercise care, diligence and skill;
- Meet standards of competence, knowledge, and skill set by the Code of Professional Conduct for Financial Advice Services; and
- Meet the standards of ethical behaviour, conduct, and client care set by the Code of Conduct for Financial Advice Services.

This is only a summary of the key duties we have. More information on our duties can be found on the Financial Markets Authority website.

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*AMP NZ, and anyone who gives advice on its behalf, have duties in the Financial Markets Conduct Act 2013 relating to the way that we give advice.*