Who handles your money?


This is an extremely important value add. Over the decades we have heard horror stories of rouge advisers running away with clients’ money from trust accounts. For this reason neither IMS nor Selwyn Parker will hold your money. From day one in business IMS wanted to minimise or eliminate this risk for our clients. For this reason for the last 13 years we have used the Aegis independent portfolio administration service for holding client money. Aegis is a subsidiary of the ASB Bank.

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