With the exciting news of our team joining the Sharesies business, we anticipate there will be questions from our valued customers on what this means for your engagement with us.

We want to reassure you that there is no immediate impact on your current product experience and support provided by Orchestra. You can expect a seamless transition over time, and we will be sure to communicate any changes to you early and before they happen.

Here are some helpful, frequently asked questions which may give you more insight into what's happening.

1. What is the main goal of Sharesies acquiring Orchestra?

We’ve spent the last three years harmonising equity ownership for unlisted businesses across New Zealand and Australia, and removing barriers for those wanting to distribute ownership more broadly.

Today’s news of joining Sharesies means we can accelerate and enhance this experience, in order to multiply the collective success of businesses and their stakeholders. Sharesies expertise in public market investments, combined with Orchestra’s proficiency in serving private entities, enables an innovative equity management platform across the full lifecycle of a company.

2. Will the features, platform or support experience change for current Orchestra customers?

Orchestra’s offering and support team will continue to function as usual in the near term. Any future changes are planned to enhance user experience and offer additional features that align with our goals of making wealth-building accessible and efficient. We are committed to communicating any changes well in advance.

3. What does this mean for the current team at Orchestra?

The Orchestra team is a valuable addition to the Sharesies family. Their expertise is crucial to our shared vision of financial empowerment. We look forward to integrating the teams and fostering a collaborative culture that drives innovation and growth.

4. How will my data be managed? What access will Sharesies staff have to our data?

We understand the importance of, and will maintain, comprehensive industry standard controls designed to ensure the security, integrity and confidentiality of your data. We are committed to strict data governance policies to ensure access is restricted to the direct team members who administer your services.

The wider business (including Sharesies staff) does not have access to your data, and we are adept at upholding the necessary separations to protect your interests.This acquisition is designed to enhance the services we provide, without compromising the trust and confidence you've established with Orchestra. We respect your business and are dedicated to ensuring a seamless continuation of the high standards of data management you expect.

5. How will current users be kept informed about changes or updates following the acquisition?

We prioritise transparency and will keep our users informed through regular updates via email, in-app notifications, and our website. We encourage users to get in touch with our support team for assistance during the transition.

6. Is this going to impact our subscription cost with Orchestra?

This acquisition is to enhance our capabilities and offer even greater value to our customers. While pricing is always under review to ensure competitiveness, we are committed to maintaining fair and stable pricing approaches. Our goal is to leverage the benefits of this acquisition by improving product value, broadening access to wealth assets for our users, and delivering excellent service. We will continue to monitor market trends and customer feedback closely, and you can be assured that any changes in our pricing model will be communicated with plenty of notice.