# Forsyth Barr Limited

**FSP FSP24848** · **Dunedin** · **registered** · registered 2010-11-20

Forsyth Barr Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 245 advisers.

**Trading names:** Forsyth Barr Limited, Forsyth Barr Limited

**Services:** Client money or property service - Custodial service - retail service; Client money or property service - Custodial service - wholesale service; Client money or property service - Non-custodial service - retail service; Client money or property service - Non-custodial service - wholesale service; Trading financial products or foreign exchange on behalf of other person - Other than trading on licensed markets; Trading financial products or foreign exchange on behalf of other person - Trading on licensed markets; Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; Offeror under an FMC offer; Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons; Issuing or managing means of payment; Changing foreign currency; Manager of a registered scheme - licensed - Authorised body; DIMS provider - licensed - Authorised body

**Dispute resolution scheme:** Financial Services Complaints Limited

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-24** · source format: HTML page

Original disclosure: <https://www.forsythbarr.co.nz/choosing-a-financial-advice-service>

- Receives commission: **yes** (disclosed in PDS)
- Scope of advice: Premium Advisory Service: personalised financial advice on shares, fixed interest investments, and managed funds with ongoing portfolio monitoring., Private Portfolio Management: discretionary investment management service (DIMS); advice limited to entering the service and setting the investment mandate., Navigator Service: discretionary investment management service (DIMS) using managed funds; advice limited to entering the service and setting the investment mandate., KiwiSaver Advisory Service: personalised or non-personalised advice on Summer KiwiSaver Scheme or Westpac KiwiSaver Scheme funds only., Investment Advisory Service: limited advice based on client-identified products and selected risk profile; no risk profile assessment, no consideration of financial situation or goals, no portfolio monitoring., Investment Transaction Service: access to research reports only; no financial advice provided., Summer KiwiSaver Investment Profile Tool: limited non-personalised digital advice on fund selection within the Summer KiwiSaver Scheme.
- Product panel: Forsyth Barr Investment Management Limited, BT Funds Management (NZ) Limited

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP24848/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP24848>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/forsyth-barr-limited-dunedin-FSP24848>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP24848/facts.json>

*FinanceAdvisersNZ is a directory mirror of public FSPR + FAP-PDS data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. PDS facts are LLM-extracted (confidence tier C); for the authoritative wording use the original disclosure URL above.*

*Last refreshed: 2026-07-26*