Our complaints process

Your satisfaction is important to us. If you are not satisfied with the service you have received and want to make a complaint, you can:

  • complete the online form below
  • email the Compliance Manager for the Octagon Investment Funds at
  • phone us on 0800 628246
  • or write to us, addressing your letter to: The Compliance Manager, Octagon Investment Funds, PO Box 97, Shortland Street, Auckland 1140

We will acknowledge that we received your complaint as soon as possible but no later than after 2 days of receipt.

Complaints process overview

Your satisfaction is important to us.

We will listen carefully and seek to establish all the relevant facts. We may need to ask you for some information in writing.

We will carefully consider the complaint and how you propose we may resolve the matter. Sometimes we will be able to resolve your complaint to your satisfaction quite quickly. On occasion though, it may take us a little longer to investigate and respond to you. We will do our best to resolve a complaint within 20 business days. If it will take us longer, we will let you know why and how much more time we need.


Contact Forsyth Barr Investment Management Limited Compliance Manager