Legal
The policies and disclosures that govern how AAM communicates, protects your information and serves clients.
This website provides general information about Alexandra Asset Management (AAM) and its divisions. It is not an offer, solicitation or individual financial advice. By using the site you accept that AAM is not liable for decisions made on the basis of this general information.
AAM processes personal information in line with the Protection of Personal Information Act. Information you share with us or your financial adviser is used only to respond to your enquiry and provide the requested service. The full privacy notice and Information Officer details are to be confirmed.
AAM’s manual under the Promotion of Access to Information Act will be published here. Details of the Information Officer are to be confirmed.
AAM aims to identify, manage and disclose conflicts of interest fairly. The conflicts of interest management policy is to be confirmed and will be available on request.
If you are unhappy with a service, please call 010 200 2024 so that we can record and address your complaint. The formal complaints procedure and ombud details are to be confirmed.
AAM’s FSP number, authorised product categories and representative status are to be confirmed. Proposed products, including the AAM Balanced Fund, AAM Social Bond and Stratum property investments, are not approved or open for subscriptions. Investment values can fall, capital and returns are not guaranteed, and past performance is not a reliable indicator of future results.
This website uses only the technical storage needed for it to work. Any analytics or marketing cookies will be disclosed here before use.
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