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  • FAQs
    widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process CONTACT US FAQs OUR FEEDBACK AND COMPLAINT PROCESS FREQUENTLY ASKED QUESTIONS Can I change from one Unit Trust to another Yes you can switch between the Performance Unit Trust and the Gold and Metals Unit Trust No fee is charged on the first two switches in any 12 month period If you wish to switch more than twice in a 12 month period an administration fee of 100 applies to each switch Switching funds is subject to maintaining a minimum balance in each unit trust of 5000 How do I work out my PIR rate The following link is to an IRD web page that will help you work out your PIR Rate http www ird govt nz toii pir workout What if I have given the wrong rate or it has changed The following link is to an IRD web page that will help you change your PIR Rate http www ird govt nz toii pir changes You must notify us of any change or correction you can contact us here How does this affect my tax return The following link is to an IRD web page that will help you with your tax return http www ird govt nz toii pir obligations How do I withdraw money from the Unit Trusts Notify Socrates Fund Management by the 15th of the month then The withdrawal is priced at and processed at the end of the month and Withdrawal is paid out by the 20th of the following month where possible Who do I contact with inquiries about my investments You can call us

    Original URL path: http://www.investing.co.nz/styled/index.html (2016-05-01)
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  • Our Feedback & Complaint Process
    who is making the statement and why He challenged much conventional thought and practice in his search for truth His Socratic method of questioning in which a series of questions is asked to encourage fundamental insight into an issue is still widely respected and used He provides a good role model for us as fund managers seeking insight that is often obscured by market and political babble Site updated 14 April 2016 Contact Us FAQs Complaints Process CONTACT US FAQs OUR FEEDBACK AND COMPLAINT PROCESS Let us solve your problem or complaint If you want to make a complaint or have a problem understanding something we ve done please let us know so we can address the problem Your best first call is to contact us directly using details on our contact page If you re still not satisfied we will enter into our complaint process see below If you are not satisfied with our decision you can contact Financial Services Complaints Ltd to independently review your complaint However you must contact FSCL within 2 months from the date of this letter If you do not contact FSCL within 2 months FSCL will be unable to investigate your complaint Click here to go to the FSCL website Complaints process Socrates Fund Management 1 Acknowledge complaint 2 Mail copy of this complaint process 3 Arrange a meeting between the two parties At this meeting endeavour to gather the full facts leading to the complaint and to discover what resolution s the complainant is seeking 4 Some complaints can be resolved at this meeting but some will require further research and investigation or be referred to third parties If the complaint cannot be resolved at this meeting 5 Research and investigate the complaint 6 Respond to complainant with suggested resolution s 7

    Original URL path: http://www.investing.co.nz/styled-2/index.html (2016-05-01)
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