Society aims to recruit AFAs

The CFA Society of New Zealand is marking May as Putting Investors First Month, as part of a global initiative.

The central focus of the month is the Statement of Investor RIghts, which financial professionals are encouraged to endorse and share with their clients and communities.

It applies to financial products and services such as investment management, research and advice, personal banking, and insurance and real estate.

It includes 10 rights that investors are entitled to expect such as objective advice, disclosure of conflicts of interest, and fair and reasonable fees.