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Buy and Sell

Investment Transaction Service

Streamline how you trade shares and securities with our direct links to the NZX and international stock markets.

Service overview

Supporting you

This service supports you in the buying and selling of shares and fixed interest securities. You’re in control of all decisions, with access to our award-winning research to help inform your approach.

Access high-quality research

Use our award-winning research to identify and assess market opportunities. Produced exclusively for the New Zealand investor, you’ll receive insight into key events and market movements across equity, fixed interest and investment strategy research, along with daily and weekly market summaries and economic updates.

Transaction management

Our experienced team will handle your transactions, while the use of a Cash Management account helps simplify the process.

A range of digital services

Keep track of your investments from either your mobile or desktop. View your custodial portfolio and key reporting, and monitor financial news and market movement, as well as accessing Forsyth Barr’s award-winning research.

Included in this service

The Investment Transaction Service provides you research and market information to guide your decisions, and an Investment Adviser to handle your transactions.

Custody

If you choose, have your assets held in a safe custodial service on your behalf, and simplify the process of receiving income and dividends from your local and international share portfolio.

Cash Management

As part of the service, a Cash Management account makes it simple for you to deposit or withdraw funds, invest in other currencies, settle transactions and receive income and dividends from your share portfolio.

A range of digital services

Keep track of your investments from either your mobile or desktop. View your custodial portfolio and key reporting, and monitor financial news and market movement, as well as accessing Forsyth Barr’s award-winning research.

You can read more detailed information in our Investment brochure, Scope of service and Service disclosure statement or view useful information to help you choose a financial advice service.


Talk to us

Our Investment Advisers can talk you through the benefits of each of our range of investment services, and help you decide which best suits you.