Shareclarity is authorised to provide a financial advice service under a licence issued by the Financial Markets Authority to Shareclarity Limited.
Our contact details are as follows: Level 3, 10 Vulcan Lane, Auckland 1010 (firstname.lastname@example.org)
What service do we offer?
Shareclarity is an online platform, www.shareclarity.com (“site”), that provides company analyses for, and information about, listed companies (equity securities). The analyses and information on the site are generated by Shareclarity’s in-house team of financial analysts.
The information and any views or opinions on the site are provided for general information purposes only and are not intended to be financial advice. Shareclarity and its employees does not recommend, nor does it express an opinion, as to whether or not you should acquire, dispose of, or hold particular securities.
To the extent that any such information, views and opinions constitute advice, they do not take into account any person’s particular financial situation or goals. You should seek advice specific to your circumstances from a financial adviser before making any investment decision or taking any action. Shareclarity does not have financial advisers and therefore will not provide this service to you.
What do our service cost?
All users can access information about 18 companies for free and without registration.
We have two subscription levels for access to information about the remaining companies. These are:
$15.00 a month for a basic membership which gives members a more detailed review of what every company does, what their strengths and weaknesses are, and what our analysts think of them. Basic members can stay updated with relevant media articles, market announcements and changes to the company valuations.
$75 a month for a professional membership which gives members, in addition to the basic membership features, full access to all of our discounted cashflow valuations with every forecast and assumption detailed and referenced.
You can subscribe on the Update Your Account page (https://www.shareclarity.com/member/index)
How are our financial advisers remunerated and are there any conflicts of interest?
Shareclarity does not have financial advisers. The information on the site is provided by our team of financial analysts who are employed by Shareclarity and are paid a salary. They receive no other remuneration or incentives from us or any third party.
We also ensure that conflicts of interests do not arise by remaining independent. Shareclarity is not paid by any of the companies included on the site, under our Insider Trading Policy our financial analysts are not able to buy or sell shares in any of the companies we cover without approval and we do not manage funds or broker shares.
What duties do financial advisers have?
Financial advisers have legal duties relating to advice they give. They are required to:
This is a summary of these duties. More information is available by contacting us or by visiting the Financial Markets Authority website.
Whilst Shareclarity does not have financial advisers we:
What if I’m not happy with the service provided?
If you are not happy with any aspect of our service, we will do our best to help you. If you have a complaint, you can raise this directly with us using our Contact Us page. We value your feedback and will do our best to resolve your complaint within a fair and reasonable timeframe.
How our complaints process works:
Step One: After we receive your complaint, we’ll send an initial response acknowledging your complaint and setting out information about how our complaints process works.
Step Two: We’ll conduct an investigation into your complaint. Depending on complexity, this may take time, so please allow up to 14 days for us to review and explore all possible resolutions before coming to a final decision.
Step Three: If a resolution can’t be reached, we will escalate your complaint to our compliance team, who will independently review your complaint, ensuring all areas of resolution have been explored.
Where a resolution can’t be reached, deadlock will be agreed, and you’ll receive a notice of deadlock. This means that we are unable to take your complaint any further.
What you can do if you are issued with a notice of deadlock:
If we cannot resolve the issue to your satisfaction, you can contact the Financial Disputes Resolution Service which is a free independent dispute resolution service, who may work with you to help resolve your complaint.
You can contact the Financial Dispute Resolution Service by:
Their postal address is Freepost 231075, PO Box 2272, Wellington 6140
For more information about the Financial Dispute Resolution and when they can help, please refer to https://fdrs.org.nz/.
If you need help making a complaint:
If you need help making a compliant, you can contract the Financial Disputes Resolution Service (by one of the methods set out above), who may be able to help you make your complaint to us. You can do this at any time. You do not need to have made a complaint to us before you use the Financial Disputes Resolution Service.
You can also terminate your subscription with us at any time. Contact us via our Contact Us page if you wish to do this.