Terms of use and privacy

Your use of, and access to, this website is subject to the following Terms of Use, which you are deemed to accept by accessing this website:

This Website

This website has been developed to provide information about The Investment Store Limited (The Investment Store) and the services provided by The Investment Store. The Investment Store may from time to time also make reports and other services offered by The Investment Store available to its clients via the website. The provision of all such reports and services will be governed by the terms and conditions of trade between The Investment Store and its clients.


The information contained in this web site is made available in good faith and is derived from sources believed to be accurate as at the date of issue. However, neither The Investment Store, nor any of its directors or employees, give any warranty as to the reliability, accuracy, suitability or currency of the information on this website. In addition, The Investment Store makes no warranty that the website or any content posted on this website will be free from viruses or any kind of malicious code whatsoever. The information provided on this website is for discussion purposes only and should not be relied on in making investment decisions. Investment decisions are very important. They often have long-term consequences. You should seek professional advice before committing yourself to any investment.

To the maximum extent permitted by law, neither The Investment Store nor its directors or employees will have any liability for any loss or damage, however caused (including through negligence), arising in connection with your use of, or inability to use, this website or any linked website, or reliance on information contained on or accessed through this website. If you choose to become a client of The Investment Store, any services provided to you by The Investment Store will be governed by the terms and conditions of trade entered into between you and The Investment Store.

Important Information

The Investment Store is a specialist provider of marketing and distribution services to boutique and specialist fund managers. The Investment Store operates and is contracted as an independent marketer to fund managers. We operate as a funds marketing business and assist our partner managers to market and distribute their capabilities and funds via NZ resident professional financial intermediaries and institutional investors in New Zealand (who are "wholesale clients" as defined by the Financial markets Conduct Act 2013), and with a focus on providing marketing resources and expertise to funds management companies.

The Investment Store is registered on the Financial Service Providers Register (FSP number 11981). It is registered as a Financial Advice Provider to wholesale clients only. The Investment Store does not offer investment or taxation advice, and any financial advice is only provided to financial intermediaries and institutional investors who are wholesale clients. Accordingly, The Investment Store is not required to obtain a market services licence or to provide disclosure statements under the Financial Markets Conduct Act 2013, nor be a member of a dispute resolution scheme under the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

Nonetheless, The Investment Store must comply with the general legal obligations of a FAP (including, to give priority to client's interests; to exercise care, diligence, and skill; and not to recommend to acquire a financial advice product it knows is from a regulated offer that contravenes the Financial Markets Conduct Act.

Please note that this website is made available only to New Zealand resident professional financial intermediaries and institutional investors who are “wholesale clients” for the purposes of the Financial Markets Conduct Act 2013. The Investment Store reserves the right to immediately cease providing any further services to you if you notify us that you opt out of being a wholesale client pursuant to Schedule 5 of the Financial Markets Conduct Act 2013.

Any investment product information provided on this website (and accompanying attachments/links) is being transmitted from the issuer of the investment products referred to.

Disclosure (inc. fees)

The Investment Store receives a fee from its fund manager partners for the services it provides to them in respect of marketing investment products (which may be referred to on this site) to wholesale clients.This is not a direct cost to the investor and is paid for/by (and is a cost to) the fund managers The Investment Store works with.

The Investment Store, its Directors and/or employees may hold investments in funds (investment products) offered by fund manager partners that may be referred to on this website.

Intellectual Property

You acknowledge that The Investment Store is the sole and exclusive owner of all copyright, trade marks and all other intellectual property rights (Intellectual Property) in the software, text, graphics and other material (Content) displayed or available through this website. Unauthorised use of the Content is strictly prohibited and may infringe The Investment Store's Intellectual Property. No content may be reproduced, published or transmitted in any manner without the prior written consent of The Investment Store. In particular, you may not without prior written permission from The Investment Store:
 " archive the Content or any part of it;
 " form a database whether electronically or otherwise by systematically downloading or storing all or any of the Content; or
 " redistribute, resell or republish the Content.

Username and Password

Access to some parts of, or content on, this website may require registration. This will result in you being allocated a user ID and password that must be used whenever requested. That username and password are personal to you and you agree at all times to maintain the confidentiality of your username and password and not to disclose them to any third party. You agree that you are solely responsible for any use of this website by any person using your username and password. You agree to indemnify The Investment Store against any and all claims arising out of your failure to maintain the confidentiality of your username or password.

Linked Websites

This website may contain links to other websites (Linked Websites). Those links are provided for convenience only and may not remain current or be maintained. The Investment Store is not responsible for the content or privacy practices associated with Linked Websites.

Links to this Website

You must not create a link to any part of this website without the prior written consent of The Investment Store. If you do create a link to any page of this website, you acknowledge that you are solely responsible for the consequences of that link and you indemnify and will keep The Investment Store indemnified against all damages, costs, losses (including without limitation, loss of profits) and expenses of any kind, whether direct or indirect, arising from, or in connection with, that link, whether brought in tort, contract, equity or otherwise.

Privacy Policy

The Investment Store may collect personal information provided by you at the time of voluntary registration for the services The Investment Store offers via this website. Any such personal information that you provide, will be governed by these terms and conditions. The information will be collected and held by The Investment Store for the purposes of verifying your identity, assisting in providing services requested by you and any other purpose that you authorise or that is disclosed to you at the time of collection. Failure to provide necessary personal information may result in certain services not being available to you.

The Investment Store may also collect general information about site use, traffic patterns, demand for relevant products, services, facilities and information and related site information. These statistics will not include any information which personally identifies you.

Personal information The Investment Store collects via this website is only used for the purposes for which it is collected. The Investment Store will not use or disclose any personal information for any other purpose without your consent except where The Investment Store is required by law to disclose certain information.

The Internet is not a secure environment. If you send The Investment Store any information, including your email address, it is sent at your own risk.

Under the Privacy Act 2020 (effective 1 December 2020) you have the right to access and request correction of any information that The Investment Store holds about you. If you believe that any such information is inaccurate or out of date, or you would like to be removed from any mailing list or similar service offered by The Investment Store please contact us at info@theinvestmentstore.co.nz

For a full copy of the Investment Store's Privacy Policy, please click here. 


Access to this Website

Access to this website may be terminated at any time by The Investment Store without notice. These Terms of Use will nevertheless survive any such termination.

You acknowledge that your use of this website and associated services may be subject to interruption or delay. Due to the nature of the Internet and mobile phone communications, The Investment Store and it's service providers do not make any warranty that the website or services will be error free, without interruption or delay or free from defects in design or engineering.

You agree to indemnify and keep The Investment Store indemnified against all damages, costs, losses (including, without limitation, loss of profits) and expenses of any kind, whether direct or indirect, which arise from or in connection with your access or use of this website, whether in tort, contract, equity or otherwise.


This website uses cookies. A cookie is a small data file that a website may write to your hard drive when you visit it. A cookie file can contain information, such as a user ID, that the website uses to track the pages you have visited. The only personal information a cookie can contain is information you personally supply. A cookie cannot read data off your hard disk or read cookie files created by other websites.

We may use cookies (without further notice to you) to track user traffic patterns and to better serve you when you visit the website. You can set your browser to notify you when you receive a cookie, providing you with the opportunity to either accept or reject it. You can also refuse all cookies by turning them off in your browser, however doing so may limit your ability to use this website.

Amendment of Terms of Use

These Terms of Use may be amended in whole or in part by The Investment Store from time to time. Amendments will be effective immediately upon posting of the amended Terms of Use on this website. You are responsible for ensuring you are familiar with the latest Terms of Use. Your continued use of this website represents your agreement to be bound by the Terms of Use as amended.

Governing Law

This website is governed by, and is to be interpreted in accordance with, New Zealand law. Any disputes between you and The Investment Store will be resolved by the New Zealand courts. To the fullest extent permitted by law, The Investment Store excludes responsibility for the compliance of this website or the information contained in it with the laws of any other country.