Hamilton Hindin Greene Limited

“Hamilton Hindin Greene provides clients with share broking, investment advice and portfolio management services. HHG's financial advisers can provide advice, opinions, and recommendations in the following areas of investment advice and service. - Transactional Share Broking (receiving/placing orders for clients and providing advice on individual listed securities). - Investment planning - KiwiSaver advice - Custodial service (holding assets in safe keeping, essential for some overseas assets) - Portfolio management service (called Overview)”

“In providing investment recommendations Hamilton Hindin Greene and its advisers are not restricted to using any product type or provider. A full list of the types of securities the adviser may recommend is given below. - Direct Equities and Fixed Interest Securities - Listed and Unlisted public companies - Savings and Investment Products - Finance company debentures and capital notes - Superannuation - Tax paid investments bonds - Bank accounts and term deposits - Cash Management Funds - Unit Trusts - Exchange Traded Funds - Listed and Unlisted Managed Funds - KiwiSaver”

“These fees and charges will vary according to the nature of the services provided to you. Our fees and charges will include: - Brokerage and other fees, charges, duties and taxes at the rate or rates notified by us to you from time to time either generally or in respect of a particular transaction. - Any agency fees and other charges incurred in effecting an overseas transaction; and - Any charges or penalties imposed by, any agent, another broker or by the NZX or other stock exchange including, without limitation, charges or penalties imposed as a result of late or non-delivery of scrip, holder identification particulars or any other information or requirements. - Administration fee on assets that may be held in custody. - Monitoring fee on assets that may be held in custody. - Adviser fees associated KiwiSaver investments.”

“If you have a problem, concern, or complaint about any part of my service, please report it to our internal complaints scheme so that our internal complaints scheme can try to fix the problem. Please note we will not engage with any complaints made via social media platforms, please contact the internal complaints scheme by contacting our Compliance Manager (orally or in writing):”

“As a Financial Advice Provider and Financial Adviser, both HHG and the adviser must meet legal duties to comply with standards of competence, knowledge, and skill in the advisers Code of Conduct; give priority to client's interests; exercise care, diligence and skill; and meet standards of ethical behaviour, conduct and client care in the Code of Conduct: https://financialadvicecode.govt.nz/#Financial%20advice%20code%20website”