Why use a DIMS?
Synergy is a discretionary investment management service (DIMS) provided by Consilium NZ Limited.
Under a DIMS, we invest funds on your behalf and closely monitor your portfolio. You will receive regular and comprehensive performance, valuation and tax reporting, and have access to view your portfolio online at any time.
A DIMS provides a number of benefits by;
- Taking full responsibility for monitoring and replacing investments, and rebalancing your portfolio to maintain a consistent risk exposure over time.
- Allowing for efficient and consistent implementation of your portfolio, releasing you from the need to be involved in portfolio administration decisions.
- Giving you access to investments which would not usually be accessible to you if you were investing on your own.
All investments are held through a custodian. The types of investments that are available, and the fees, are all described in the Service Disclosure Statement (SDS) which is available from your adviser.
As a DIMS licence holder, Consilium is regulated by the Financial Markets Authority.