Trust Management Receives Clean Bill of Health.

February 2017

Trust is important to our Clients and is at the heart of our business.

To this end, Trust Management engages the professional services firm PwC to carry out independent audits of its processes and internal controls to assure our clients that our systems and internal control procedures are robust and based on best practice.

The outcome of PwC’s most recent audit means our clients can have complete confidence in the way we look after their organisations and manage their financial affairs.

Operating to international best practice


The NZ ISAE 3402 Type 2 report is the service industry equivalent to the ISO-9000 quality assurance standard which is used worldwide to benchmark production companies.


We are proud to be able to offer our clients services that are underpinned by internationally verified processes and professional people.


The independent review just completed encompassed all the services we provide (financial, property, investment and governance) and covered a series of business control objectives that we know are important to our clients, some examples of which are:


  • Client portfolios are managed in accordance with agreed investment mandates, client policies and delegated authorities.

  • Clients are dealt with distinctly, equitably and any conflicts of interest are appropriately managed.

  • Separation of roles and functions performed by our staff are maintained, through “one up” and/or peer reviews to mitigate the risk of fraud or error.

  • Client financial records, including calculation of unit pricing, are complete and accurate


The highest standards to serve New Zealand’s charitable sector



As the leading provider of specialist services charitable and not-for-profit sector in New Zealand we hold our processes and practices to higher standards than most. We take our responsibility to protect and enhance our clients’ interests seriously, and we take pride in offering and delivering robust, effective controls and operations that are reviewed and tested by an independent auditor to ensure we provide high quality services to those we represent.

If you would like to receive a copy of the 3402 report, or discuss the internal audit programme we operate, please contact Shane Coward, General Manager, 09 550 4045.  


Grant Hope

Chief Executive Officer

09 550 4044





Shane Coward

General Manager

09 550 4045