Advisors
Platform Availability
Affluence
Income Trust
- Mason Stevens
Affluence
Investment Fund
- HUB24
- Netwealth
- Powerwrap
- Mason Stevens
- One Answer (NZ Advisers)
Affluence
LIC Fund
- Mason Stevens
- Netwealth
Affluence
Small Company Fund
- The Affluence Small Company Fund is currently open to Eligible Investors only and is not available on any Platform.
Please contact us directly to discuss Application options.
Platform Research
Affluence
Income Trust
Affluence
Investment Fund
- SQM Research – Please contact us.
- Morningstar
- FE / Money Management
Affluence
LIC Fund
Affluence
Small Company Fund
Product Design & Distribution Obligations (DDO)
Information about Product Design & Distribution Obligations (DDO) for those parties, such as investment platforms and financial advisors, that distribute our products is available here.