Messaging
Rules to follow
BRAND AND PRODUCT NAMES
NZ Funds is used to describe the company. Always include a space.
New Zealand Funds Management Limited is written in full only when
legally necessary.
legally necessary.
KiwiSaver must always have a capital K and S and always written
as one word. The name NZ Funds KiwiSaver Scheme must always
be written in full.
as one word. The name NZ Funds KiwiSaver Scheme must always
be written in full.
All other product names are written in title case with a space between, for example Wealth Builder, Life Cycle, Self Select, Income Generator etc.
PREFERRED CASING
Only put the first letter of titles into capitals, not the first letter of every word. This makes the titles easier to read.
Use portfolio in lower case except when it is the name of something.
For example: Managed Portfolio Service.
For example: Managed Portfolio Service.
Capitalise ‘Category’ and ‘Component’ when used alongside Cash, Income, Inflation, or Growth.
Use upper-case for table column headers as well as table and graph titles.
CURRENCY
Write million and billion in full words after the numbers except on graphs, tables and charts where space is at a premium.
Use commas to separate eg. $12,000.
Use NZ$ instead of NZD. There is no space between NZ$ and the numbers
eg. NZ$1,000,000.
eg. NZ$1,000,000.
NUMBERS
Always spell out numbers under 10, i.e. one, two, three... nine. Always use numerals for numbers over nine, i.e. 10, 11, 12.
Always use numerals when the number relates to a unit of measure, price or performance.
Ensure there is a maximum of two decimal places.
Dates should be written as day, month year e.g. 18 April 2016; or 18/4/16;
or 18/04/2016.
or 18/04/2016.
DISCLAIMERS
Every external document must include a disclaimer. The wording may change depending on the document type. It is essential to check with
the legal team to ensure you have the correct disclaimer.
the legal team to ensure you have the correct disclaimer.
Avoid the need for fine print when possible by communicating clearly
and factually in body copy.
and factually in body copy.
FINAL THOUGHTS
Ensure written communication is in plain English, using terms that are easy to understand.
Use the word ‘client’ or ‘you’, not ‘investor’ or ‘they’.
Always proof read your documents, or get someone to proof read
them for you.
them for you.
New Zealand Funds Management Limited is the issuer of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Superannuation Service, the NZ Funds Advised Portfolio Service, the NZ Funds Wealth Builder, and NZ Funds Income Generator. A product disclosure statement for each of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Superannuation Service, the NZ Funds Advised Portfolio Service, the NZ Funds Wealth Builder, and NZ Funds Income Generator is available on this website or you may request a copy by contacting us.