advice
Category 1 products
From 1 July 2011 new regulations came into force in New Zealand, designed
to protect consumers and lift standards of financial advice in the market.
Category 1 products are those which are investment type products. If you
receive advice or recommendations about the following products we recommend
you ensure that advice is from an Authorised Financial Adviser (AFA).
AXA has notified all of its advisers that from 1 July 2011 the below
products can only be sold or recommended/advised on by AFAs.
AXA Category 1 Products
Only an AFA can provide financial advice on:
Selected Portfolio Solutions
AXA KiwiSaver Scheme
AXA Business Superannuation
AXA Personal Superannuation
NZ Cash Management Fund
Flexipol
Goldline (1 to 3)
Linksave
Mortgage Backed Bonds
Prosperity Bond
Retirement Income Bond
Savings and Protection Plan
Zenith Bond
Endowment & Whole of Life Products - issued after 1 Jan 2009