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Found 118 results. Displaying page 3 of 8

1. 13 April 2021

   KiwiSaver performance fees guidance note

   This guidance note updated in 2021 is intended for the managers and supervisors of KiwiSaver schemes. It sets out the criteria against which the Financial Markets Authority (FMA) will assess the reasonableness of performance fees.

2. 21 September 2020

   Levy Waiver KiwiWRAP KiwiSaver Scheme

   Levy waiver granted to KiwiWRAP KiwiSaver Scheme September 2020.

3. 11 July 2019

   KiwiSaver Fees Comparison Report 2019

   The purpose of this report is to report our findings on comparing the KiwiSaver fees with fees for UK Contract Based superannuation schemes.

4. 7 June 2017

   KiwiSaver annual statements methodology notice

   FMA sets out 2017 KiwiSaver fee calculation methodology for providers to disclose annual total fees per member under the FMC Act.

5. 9 March 2017

   Submissions Report KiwiSaver guidance note

   This submissions report is in response to submissions on the draft KiwiSaver advice guidance note consultation, 2017.

6. 9 March 2017

   KiwiSaver sales and advice guidance

   This guidance note is for advisers and financial firms advising on KiwiSaver products.

7. 1 June 2012

   KiwiSaver sale and distribution guidance

   This guidance note provides guidance on the FMAs expectations for the sale of KiwiSaver schemes within the requirements and spirit of the Financial Advisers Act 2008 (the Act). This guidance focuses on factors FMA will take into account when considering whether advice is given, and if so, whether the advice is categorised as a class or personalised service.

8. 24 March 2010

   KiwiSaver distribution and disclosure guideline

   Guidance note: KiwiSaver distribution and disclosure, March 2010

9. 8 August 2023

   KiwiSaver Default Instrument of Appointment Exclusions

   KiwiSaver Default Instrument of Appointment Exclusions

10. 3 August 2023

    Kiwisaver Default Instrument of Appointment Exclusions

    KiwiSaver Default Instrument of Appointment Exclusions- weapons and devices, fossil fuels

11. 1 June 2022

    Analysis of KiwiSaver funds - OIA request

    OIA request regarding analysis of KiwiSaver funds

12. 25 May 2022

    KiwiSaver annual statements methodology notice 2022

    The methodology notice will help KiwiSaver providers attribute fees charged at the fund level (including underlying fund charges) to each investor.

13. 19 July 2017

    KiwiSaver Confirmation Information Methodology Notice 2017

    Financial markets Conduct Methodology Notice 2017: KiwiSaver Confirmation Information

14. 1 March 2014

    KiwiSaver schemes monitoring investment risk guidance

    This Guidance Note is designed to assist Trustees of retail non-restricted KiwiSaver schemes (Trustees), in performing their functions effectively.

15. 22 July 2025

    KiwiWRAP KiwiSaver Scheme levy waiver notification 2025

    FMA grants levy waiver to Consilium NZ Limited for KiwiWRAP KiwiSaver Scheme due to its self-select structure.