Terms & Conditions - Milford Asset

Milford website terms & conditions:

Milford Disclaimer


While Milford endeavours to ensure the information on this website and blog is accurate, Milford makes no representations and gives no warranties that the information is free from errors or omissions. Milford reserves the right to amend or add to this website and blog at any time without notice. It is the responsibility of the user to verify all information before making final decisions or commitments.

To the full extent permitted by law, Milford accepts no responsibility and shall have no liability for any errors, omissions or other inaccuracies in the information provided on this website or for any loss or damaged suffered or incurred (directly or indirectly) by a user, or any other person, as a result of using the information on this website.

Morningstar Disclaimers


© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.



The information, images, screens, web pages, logos and brands on this website are the property of Milford, who hold copyright in it. The information may not be copied or revised (other than as expressly provided by the website) without the written consent of Milford.



Any sites linked to this website are not under the control of Milford. Milford is not responsible for and makes no representations, warranties or conditions concerning the contents of any linked website or any link contained in a linked website. The inclusion of any link on this website is provided as a convenience only and does not imply endorsement, investigation or verification by Milford of the linked site.

Milford requires users to request permission to link to this website.


FundSource Disclaimer

Awards are announced by FundSource, the investment strategy and research company. The Awards should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your authorised financial adviser, or visit www.fundsource.co.nz


Privacy Policy

Please refer to the Milford Group Privacy Policy by clicking here.


Milford Client Portal Terms & Conditions

Description of Service

The Milford Client Portal provides authorised clients with access to their account information and for deliveries of reports and communications for their accounts only. The information, reports and communications on the Client Portal are provided as a convenient resource to clients and may be used for informational purposes only. The information contained on this site should NOT be used as a substitute for consultation with professionals. Milford reserves the right to amend or add to the Client Portal at any time without notice.

Service Availability

Milford will use its best efforts to provide 24 hour daily availability of the Client Portal. However, Milford makes no representation or warranty that 24 hour service will be available. You acknowledge that the Client Portal will, at times, be unavailable due to regularly scheduled maintenance, service upgrades, or other mechanical or electronic failures.

Access and Use of the Client Portal

Using the Client Portal and its related services requires an user name and password. The confidentiality of the user name, password and account itself are the responsibility of the user. Although access is given on an individual basis, more than one person may be given access to view your account, however, each person will need to register separately. No one will be able to access or use the Milford Client Portal without being registered with Milford and without receiving a valid user name. For example, if you share your account with your spouse and your spouse is registered with us and you have provided consent for them to access your account then they will receive a different user name and password to view your account. Another example of your account being accessed by another party may be when you have provided consent for a third party external to Milford, such as your accountant or solicitor, to access your accounts. Any activities that occur under your user account is your responsibility. You agree to notify Milford immediately of any unauthorised use of accounts or any other breach of security. The use of another person’s username and password is expressly prohibited. You must safeguard your login name and password at all times. This means you must:

• Take all reasonable steps to avoid being observed when entering your Milford Client Portal;
• Not leave your computer unattended when signed on to the Milford Client Portal;
• Not give your password to anyone;
• Not keep a written or electronic record of your Milford Client Portal password.
• Notify us immediately if your password is known, or you suspect it is known, by another person by phoning us on 0800 662 346 or +64 9 921 4700 if calling outside New Zealand.

Accuracy of Information

Whilst Milford endeavour to ensure the information in this Portal is accurate Milford makes no representation or warranties that the information is free from errors or omission. The information contained in the reports reflects a value at a certain point in time and these the values may change due to changes in prices and exchange rates and should not be regarded as a firm quotation to buy or sell the assets.

Personal Information

Your personal information held on the Milford Client Portal is held for the purposes of managing your account and providing relevant reporting information to you. You have rights of access to, and correction of, personal information (as defined in the Privacy Act 1993) held by us. Please see our Privacy Policy.

Your Liability

You will be liable for any loss suffered by us (including consequential loss) which results from your fraud or negligence. You will be liable for any loss suffered by us which results from the authorised access to your information on the Milford Client Portal which you have contributed to by your failure to comply with these Terms and conditions.


The information, images, screens, Portal web pages, logos and brands on this Portal are the property of Milford, who hold copyright in it. The information may not be copied or revised without the written consent of Milford.


We employ a high level of security monitoring and software. We also strongly recommend that your safeguard your online personal and product information with up to date Internet security software and operating system updates.

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