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Found 557 results. Displaying page 23 of 38

  1. 10 May 2023

    FMA censures Aurora Financial Group Limited for misleading clients

    FMA has censured Aurora Financial Group Limited (Aurora Financial) for misleading existing and potential clients about KiwiSaver returns.
    Tags
    Media release, Financial Advice Provider, Financial Adviser, Censure, Roles, Powers, Business, News & Insights, Enforcement
    Type
    Page

  2. 14 April 2021

    Managed fund fees and value for money

    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.
    Tags
    Roles, Supervisors, Business, Managed investment schemes
    Type
    Page, Guidance

  3. 27 July 2022

    FMA review of ethical investing claims in managed funds

    A review of 14 KiwiSaver and other managed funds to establish how well they are applying the FMA’s integrated financial product (IFP) guidance.
    Tags
    Roles, Ethical finance, Media release, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page

  4. 20 February 2019

    Smart Investor tool launched to help Kiwis get ahead financially

    Smart Investor enables Kiwis to search and compare New Zealand investments such as KiwiSaver, shares, bonds and other types of managed products for the first time.
    Tags
    Investing, Media release, KiwiSaver & Superannuation, Consumer, News & Insights
    Type
    Page

  5. 11 September 2023

    Campaigns

    The FMA works with a number of partners around the world to increase awareness of investing, KiwiSaver and Scams. This page displays our campaign activity.
    Tags
    Investing, Campaigns, Campaigns, Consumer, News & Insights
    Type
    Page

  6. 12 September 2023

    Campaigns

    The FMA works with a number of partners around the world to increase awareness of investing, KiwiSaver and Scams. This page displays our campaign activity. 
    Tags
    Campaigns, Investing, Consumer
    Type
    Page

  7. 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.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes, Supervisor
    Type
    PDF, Guidance

  8. 21 August 2020

    MyFiduciary Report 2020

    This report was commissioned by the Financial Markets Authority (FMA). In the report we examine how active or passive each KiwiSaver Provider is. We also examine whether investment management fees differ between active and passive approaches.
    Tags
    Reports and Papers, KiwiSaver providers, Roles, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    PDF

  9. 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.
    Tags
    FMC Act, Legislation, Business
    Type
    PDF, Exemption notice

  10. 11 February 2021

    FMA announces senior leadership change

    The Financial Markets Authority (FMA) announced today its General Counsel, Nick Kynoch, had resigned and would leave the regulator in late February to take up a new role as General Counsel for Generate Kiwisaver.
    Tags
    Media release, News & Insights, Enforcement
    Type
    Page

  11. 19 July 2017

    Fee disclosure by managed funds guidance

    Fee disclosure by managed funds 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.
    Tags
    Roles, Business, Managed investment schemes, Supervisor
    Type
    Page, Guidance

  12. 28 November 2023

    FMA cancels Foundation Advice Limited’s financial advice provider licence

    FMA has cancelled Foundation Advice Limited (FAL)’s Financial Advice Provider (FAP) licence. FAL was an Auckland-based FAP offering advice on life and health insurance as well as KiwiSaver.
    Tags
    Media release, Financial Advice Provider, Licensing & registration, Insurance Providers, Roles, Licence cancellation, Powers, Business, News & Insights, Enforcement
    Type
    Page

  13. 5 October 2020

    Investing Myth #5: 'Real investors play the share market'

    ‘Real investors play the share market’ is a myth that is debunked by Mary Holm for the FMA on this page. Find out more about how an investment in KiwiSaver or a bank deposit is an investment.
    Tags
    Shares, Ways to invest, Investing, Investment basics, Consumer
    Type
    Page

  14. 25 May 2021

    Thousands of young New Zealanders missing out on investment returns

    The (FMA) is urging young New Zealanders to check they’re in the right KiwiSaver fund. The call follows data indicating over 12,000 KiwiSaver members aged 26-35 years old are sitting in lower risk or conservative funds after switching from higher growth funds during COVID-19 market volatility last year.
    Tags
    Media release, KiwiSaver & Superannuation, Consumer, News & Insights
    Type
    Page

  15. 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.

    Tags
    Licence, Roles, Licensing & registration, Business, Supervisor
    Type
    PDF