Complaints

Devon Funds Management ('Devon', 'we' or 'us') is committed to providing great service and products to our clients. However, there may be occasions where we don't meet your expectations. If you are not satisfied with a product or service that we have provided, we would like to hear from you using our contact details below:

The Compliance Manager

PO Box 105609

Auckland City 1143

Phone: +64 9 925 3990 or 0800 944 049

Email: enquiries@devonfunds.co.nz

Below is a summary of our complaints process:

• You send us your complaint along with any supporting evidence
• We acknowledge receipt of your complaint and log it
• If we cannot resolve your complaint immediately, we will work with you to investigate further and determine next steps
• We aim to resolve your complaint as soon as possible
• We will notify you in writing of the outcome of the investigation and where needed, help you escalate to our external Disputes Resolution Scheme (DRS).

External Dispute Resolution

Devon Funds Management is a member of an independent Dispute Resolution Service (DRS), the Insurance & Financial Services Ombudsman Scheme, an approved DRS for the purposes of the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

If you are not satisfied with the response received, you may refer the matter (free of charge), directly to the IFSO by:

• visiting www.ifso.nz
• calling 0800 888 202
• emailing info@ifso.nz