Milford Chat – Terms of Service

How we can help

Milford’s Chat service is designed as an information-only service to answer general questions about our company and products, and to provide helpful guidance for current and potential clients. It does not provide financial advice or take into account your objectives, financial situation or needs. Under this service, you need to consider whether the information provided is suitable for your circumstances and make your own investment decision.

If your question is specific or personal, we will gladly direct you to the relevant Milford team.

When considering to invest or continue to invest in a Fund, you should consider the Fund’s Product Disclosure Statement, available on Milford’s website here.

Limitations of service

No Advice: We are unable to provide you with any form of personalised financial advice or product advice, or take into account your objectives, financial situation or needs. If you wish to receive financial advice, we can provide you with a range of options including Milford’s online Advice Tools.

No Confidential/Personalised Information: We will not disclose any confidential or personalised client information relating to your investment account(s) held with Milford over this Chat service.
Should you wish for that type of information to be disclosed then we will seek to take the Chat off-line and contact you via another method to enable us to authenticate you as a client of Milford.

Privacy Policy

All Chat engagements adhere to the Milford Group Privacy Policy.

Your feedback

We welcome any feedback from you on our Chat service. Please send us an email to [email protected]

Complaints

In the first instance, please direct any complaints to:

Milford Funds Limited
Level 12, 50 Albert Street, or PO Box 960, Shortland Street
Auckland 1140
Telephone: 09 921 4700 or 0800 662 345
Email: [email protected]

If we are unable to resolve your complaint, you may choose to contact the Supervisor at:
Trustees Executors Limited
Level 11, 51 Shortland Street, or PO Box 4197
Shortland Street
Auckland 1140
Attn: The Manager

Telephone: 0800 878 783
Email: [email protected]

Milford and the Supervisor are both members of an independent dispute resolution scheme operated by Financial Services Complaints Limited (‘FSCL’). If we haven’t been able to resolve your complaint in a way that you think is satisfactory within 40 business days, you can contact FSCL at:

Financial Services Complaints Limited
Level 4, 101 Lambton Quay
PO Box 5967, Wellington 6140
Telephone: 0800347 257
Email: [email protected]

FSCL will not charge a fee to investigate or resolve a complaint.