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Found 556 results. Displaying page 3 of 38

  1. 19 July 2017

    FMA confirms KiwiSaver fees methodology

    The FMA has confirmed the methodology KiwiSaver scheme providers must use when calculating the dollar amount of fees paid by KiwiSaver investors for annual statements. The FMA wants to ensure providers are calculating fees accurately without burdening them with unnecessary costs and ensuring they have time to comply.
    Tags
    KiwiSaver providers, Media release, Managed investment schemes, Roles, Business, News & Insights
    Type
    Page

  2. 16 August 2018

    KiwiSaver Statements Report June 2018

    The report details the principal matters transacted under the Act during the year ended 30 June 2018, and contains the
    sixth annual summary of the statistical returns, required to be lodged by KiwiSaver schemes under section 125 of the Act.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes, Supervisor
    Type
    PDF, Report

  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.
    Tags
    Reports and Papers, Roles, KiwiSaver providers, Supervisor, Managed investment schemes, Business, News & Insights
    Type
    PDF

  4. 16 June 2021

    KiwiSaver switching behaviour 150621

    The aim of this research was to identify how any switches and other transactions took place between Febuary and April 2020 at the height of the market volatility associated with COVID-19
    Tags
    Reports and Papers, KiwiSaver providers, Supervisor, Managed investment schemes, Roles, COVID-19, Business, News & Insights
    Type
    PDF

  5. 30 April 2021

    OIA KiwiSaver FUM Funds

    Kiwisaver FUM forecasts/projections OIA response, dated 30 April 2021
    Tags
    Type
    PDF, OIA

  6. 24 September 2021

    KiwiSaver Annual Report 2021

    The report details the principal matters transacted under the Act during the year ended 30 June 2021, and contains the
    sixth annual summary of the statistical returns, required to be lodged by KiwiSaver schemes under section 125 of the Act.
    Tags
    Reports and Papers, KiwiSaver providers, Supervisor, Managed investment schemes, Roles, Business, News & Insights
    Type
    PDF

  7. 11 September 2022

    KiwiSaver Statements Report 0722

    The KiwiSaver Statements research report commissioned by the FMA July 2022
    Tags
    KiwiSaver providers, Supervisor, KiwiSaver & Superannuation, Reports and Papers, Managed investment schemes, Roles, Business, Consumer, News & Insights
    Type
    PDF

  8. 30 October 2020

    Consultation KiwiSaver Fees and Value for Money

    This consultation seeks input from KiwiSaver managers, KiwiSaver supervisors, other MIS managers, and other
    interested parties, on the regulatory approach to the statutory requirement that KiwiSaver fees must not be unreasonable and the related overarching statutory duties.
    Tags
    KiwiSaver providers, Consultations, Managed investment schemes, Roles, Business
    Type
    PDF

  9. 4 October 2022

    KiwiSaver Annual Report 2022

    KiwiSaver Annual Report published by the FMA 2022.
    Tags
    KiwiSaver providers, Supervisor, Managed investment schemes, Roles, Business
    Type
    PDF

  10. 8 March 2017

    Consultation paper: KiwiSaver advice

    Consultation paper: KiwiSaver advice. This guidance note is for providers advising on KiwiSaver products and will replace our 2012 Guidance Note: Sale and Distribution of KiwiSaver. We are replacing this guidance to recognise feedback that our 2012 approach resulted in some people not getting the help they needed, as firms saw it as risky to provide advice. Read more here.
    Tags
    Consultations, Roles, Business, Managed investment schemes
    Type
    Page

  11. 16 August 2018

    KiwiSaver Statements Report June 2018

    The report details the principal matters transacted under the Act during the year ended 30 June 2018, and contains the
    sixth annual summary of the statistical returns, required to be lodged by KiwiSaver schemes under section 125 of the Act.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes, Supervisor
    Type
    PDF, Report

  12. 8 March 2023

    KiwiSaver statistical returns user guide

    The purpose of the KwiSaver annual statistical return user guide is to explain how to complete the return and provide clarity for areas that have previously been questioned or may be open to interpretation.
    Tags
    Roles, Business, Managed investment schemes
    Type
    PDF

  13. 27 February 2019

    The ingredients for successful KiwiSaver communications

    The results of a second FMA, MBIE and industry trial demonstrates using communications based on behavioural insights encourages KiwiSaver members to make an active choice about their investment. The report, “Using behavioural insights to improve KiwiSaver outcomes” was published today.
    Tags
    KiwiSaver providers, Media release, Roles, Business, Managed investment schemes, News & Insights
    Type
    Page, Guidance

  14. 9 October 2018

    KiwiSaver nears $50 billion in 2018

    KiwiSaver continues to grow steadily according to the FMA’s 2018 KiwiSaver report.
    Tags
    KiwiSaver providers, Media release, Roles, Business, Managed investment schemes, News & Insights
    Type
    Page

  15. 6 March 2023

    KiwiSaver annual statistical returns

    The purpose of this guide is to explain how to complete the KiwiSaver annual statistical return and the page provides a link to FMA's online services where you can complete your return online.
    Tags
    KiwiSaver providers, Regulatory returns, Roles, Business, Managed investment schemes
    Type
    Page