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Charter Square has helped facilitate nearly 2,500 transfers in the last year alone from over 400 different fund providers - this gives an unparalleled depth of pension transfer experience. When added to our deep understanding of regulatory issues, world class systems and reporting and ultimate customer focus you end up with a partner that you can trust. Which is why we have an extensive network of financial advisor clients and pension funds who want to outsource the administration of their pension transfers.
Take your time to find out more about how we can help you
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IFAs find out more about: How we can help grow and support your business through:
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Pension funds find out more about: Gaining more funds under management through:
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All rights reserved © Contact info@chartersquare.co.nz or +64 4 212 4970 The content of this website is updated regularly, however, neither Charter Square nor any of its agents, employees or representatives warrant its accuracy or completeness and any decision made on the basis of the content of this site is at the decision makers liability. Should you wish to make a complaint about Charter Square Services please do so through our internal complaints procedure by emailing complaints@chartersquare.co.nz
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Charter Square has been specialising in international pension transfers since 2000, since that time we have seen the evolution of international pension mobility through cross border pension treaties and the development of the QROPS regime in the United Kingdom. Charter Square has recognised in that time that both pension fund providers and financial advisors are often unsure of how to either receive transfers or make transfers for clients. This has been where Charter Square has successfully established its services. Assisting both financial advisors and pension schemes to facilitate pension transfers.
