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What is Aegis?

Commonly referred to as a custodial wrap account or investment platform, the Aegis service is an electronic investment administration service that is available through selected investment professionals.

The Aegis Service comprises two companies; Aegis Limited (Aegis) is the investment administration service, and Investment Custodial Services Limited (ICSL) is the custodian, which acts as a bare trustee taking care of your investments.

Designed and operated specifically for the New Zealand market, the Aegis service holds, administers and reports on a wide range of local and offshore investments. This enables investment professionals to manage investment portfolios more effectively for you.

In short, the Aegis service provides you with a consolidated view of your investments and the convenience of having investments administered in one place. By having your investments managed via the Aegis service, you don't have to worry about the significant ongoing paperwork and administration that is associated with investing.

In total, Aegis administers over $7bn across more than 20,000 investor portfolios. Aegis is the investment administration service of choice for more than 70 groups of investment professionals throughout New Zealand.

To download the "Investing Made Easy" booklet that describes Aegis in more detail, click here.

To download the FREE Aegis App on your mobile or tablet, visit either the Mac App store or Googleplay store.

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