Frequently asked questions

View your ACI Funds Journey

You can set up regular deposits or one-off contributions in your client portal account, under the transaction tab. If you require any assistance in this, please contact your advisor or contact the ACI Funds support team here.

A withdrawal can be made by completing an ‘application for withdrawal’ form and emailing this to your advisor.

Please contact your advisor to discuss changing strategies. Note that it is typically not recommended to frequently change your strategy.

Please contact your advisor for any password resets.

No. Once a withdrawal request is submitted, it is not able to be adjusted or cancelled.

In the client portal, under reports and documentation.

Neither FundRock or SGAM provides financial advice. Prior to investing in any fund, you should read the disclosure material and research to ensure that it meets your specific needs. If you would like to receive financial advice, you can find a financial advisor in your area here.

Yes, though they will need their own email address, or the parent/guardian will require a second email address to create an account. You may only create one account per email address. They will also need their own IRD number, RWT rate and PIR rate. We will accept a parent/guardian’s proof of address.

Yes. If you already have an ACI Funds account, you will need to use a separate email to register the Trust’s account. You may only have one account per email address.

The assets of the Funds are held in an independent custodial account run and operated by Adminis, who have been appointed to provide custodial services to ACI Funds. This ensures that there is a complete separation of client assets from FundRock and SGAM. The custodial account is also structured to ensure that all assets, including the bank accounts, are ring-fenced from the custodian’s business. The custodian is audited annually, and client accounts are subject to daily reconciliation.

At Stewart Group Asset Management we pride ourselves on meeting client expectations and delivering a high service offering. However, if you have a problem or complaint about any part of the service you have received, we take this seriously.

Email us

If your complaint is unable to be resolved in 2 business working days, we will provide you a copy of this complaints process. We will undertake to investigate your concerns promptly and fairly, using our internal complaints process as follows:

1. Your complaint will be recorded in our client management system, where we have an automated step-by-step workflow of our internal complaints process.
2. We will confirm the receipt of your complaint formally in writing within 5 business working days.
3. We will investigate your complaint and formulate a response. Depending on the nature of the complaint, this may take up to 40 business working days.
4. We will respond to your complaint formally in writing.
5. We will confirm you have received our response in 5 business working days and if a resolution has been agreed.
6. If we cannot agree on how to resolve your complaint, you can contact our Financial Dispute Resolution Service. This is a free, independent disputes resolution service that may help investigate or resolve your complaint if we have not been able to. The Financial Dispute Resolution Service Telephone: 0508 337 337 Email: enquiries@fdrs.org.nz Address: Level 4, 142 Lambton Quay, Wellington Central, Wellington, 6011