FMA slaps deVere NZ on the wrist
The financial services firm was censured for failing to exercise adequate care, diligence, and skill in providing advice to its clients.
DeVere provides advice including on UK pension transfers.
Auckland-based financial services firm deVere New Zealand has been censured by the Financial Markets Authority for inadequate client record keeping, among other breaches of its financial licence obligations.
DeVere provides advice on insurance, investments, and retirement planning, including
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