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Found 112 results. Displaying page 8 of 8

1. 9 May 2023

   Sharesies levy waiver

   Pursuant to REgulation 14 of the Financial Markets Authority (Levies) Regulations 2012, the FMA grated a waiver of part of the FMA levy to the proposed Sharesies KiwiSaver Scheme.

2. 29 April 2025

   Consumer Confidence Factsheet April 2025

   A nationwide Consumer Confidence Survey was commissioned by the FMA in 2024, with the aim of gaining a better understanding of New Zealanders’ experiences with financial markets including investments, insurance, KiwiSaver, and financial markets regulation.

3. 10 May 2023

   Exemption notice - Sharesies Investment Management Limited

   The Notice exempts Sharesies Investment Management Limited (Sharesies) as manager of the Sharesies KiwiSaver Scheme (Scheme), and the self-select fund in the Scheme (self-select fund) from certain provisions of the Financial Markets Conduct Act 2013.

4. 13 April 2021

   Managed fund fees and value for money - guidance

   Guidance and principles to help managers and supervisors of KiwiSaver schemes and other managed investment schemes to demonstrate how they are meeting their existing obligations, statutory duties, and conduct expectations in respect of fees and value for money. Published in April 2021.

5. 26 May 2016

   Fee Disclosure For Managed Funds guidance

   This guidance helps managers and supervisors understand how fees should be disclosed in Product Disclosure Statements, fund updates and, in respect of KiwiSaver schemes, confirmation information. It includes guidance on the classification and disclosure of performance-based fees, management and administration charges, underlying fund charges, and how to use third-party information.

6. 9 May 2023

   Supervisors Licence Covenant Trustee Services Limited

   This is to certify that COVENANT TRUSTEE SERVICES LIMITED FSP30521, is licensed under section 16(1) of the Financial Markets Supervisors Act 2011 to act as a supervisor in respect of debt securities; a supervisor in respect of registered schemes excluding KiwiSaver schemes, Superannuation schemes and Workplace Savings schemes and a statutory supervisor in respect of retirement villages.

7. 26 July 2022

   Ethical Investment Journey Research

   This report contains findings from a qualitative study interviewing a range of New Zealanders about their experience with ethical* investments. It covers the underlying factors that drive people toward considering an ethical investment (KiwiSaver or managed fund) and their experiences of navigating the different providers and products on offer. It also provides detail on specific triggers and difficulties during people’s journey toward buying ethical investments. It covers the types of information people find most useful, challenges facing potential ethical investors, and factors providers should consider to improve people’s experience. Ethical Investment Journey Research - July 2022.