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Found 558 results. Displaying page 4 of 38

  1. 1 December 2014

    KiwiSaver: Managed investment schemes

    KiwiSaver: Managed investment schemes information sheet describes the transition to FMC Act for a KiwiSaver MIS. It outlines a working example of the key activities and indicative timings for each step of the transition.
    Tags
    Roles, Business, Managed investment schemes, Supervisor
    Type
    Page, Guidance
  2. 21 November 2017

    FMA releases KiwiSaver Tracker

    The FMA KiwiSaver Tracker uses the information KiwiSaver providers give investors through their quarterly fund updates and via the Companies Office’s Disclose Register.
    Tags
    KiwiSaver providers, KiwiSaver & Superannuation, Media release, Roles, Business, Consumer, Managed investment schemes, News & Insights
    Type
    Page
  3. 8 June 2023

    Check your KiwiSaver statement

    FMA’s annual KiwiSaver campaign is taking place from June this year to encourage more New Zealanders to engage with their KiwiSaver. This year’s theme is “Own your Tomorrow” which reminds people that their financial future is up to choice, not chance, and that KiwiSaver is a simple way to invest for the future.
    Tags
    Investing, KiwiSaver & Superannuation, Consumer
    Type
    Page
  4. 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.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes
    Type
    PDF
  5. 4 October 2019

    KiwiSaver Annual Report 2019

    The FMA publishes a report every year based on all providers’ statutory data for the year to the end of March. It summarises our activities as a regulator relating to KiwiSaver during the reporting period.
    Tags
    Reports and Papers, KiwiSaver providers, Roles, Business, Managed investment schemes, News & Insights
    Type
    PDF
  6. 8 June 2017

    Encouraging fund choice in KiwiSaver

    This report is for KiwiSaver providers and for providers of any Managed Investment Scheme. It will also be of interest to behavioural insight researchers. This report describes the results of a behavioural insights randomised control trial.
    Tags
    Roles, Reports and Papers, KiwiSaver providers, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page, Report
  7. 2 June 2017

    Report: Encouraging fund choice in KiwiSaver

    This 2017 report is for KiwiSaver providers and for providers of any Managed Investment Scheme.
    Tags
    Reports and Papers, KiwiSaver providers, Roles, Business, Managed investment schemes, News & Insights
    Type
    PDF
  8. 17 June 2013

    Monitoring of KiwiSaver Offer Documents

    This report outlines to issuers, their directors and advisers, our views and observations on current market practices.
    Tags
    Roles, Offer disclosure for equity and debt offers, Reports and Papers, KiwiSaver providers, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page, Report
  9. 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.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes
    Type
    PDF, Guidance
  10. 1 October 2007

    KiwiSaver unreasonable fees guideline

    The Government objective for KiwiSaver is to establish a low cost work-based savings scheme. In general terms the KiwiSaver Act 2006 (“the Act”) expounds the principle that the fees should not be unreasonable and should reflect the services provided. This guideline was issued by the Government Actuary.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes
    Type
    PDF, Guidance
  11. 1 November 2011

    KiwiSaver performance fees guidance

    This guidance note is designed to provide the Managers and Trustees of KiwiSaver schemes with a basis on which they can determine whether any performance fees that are proposed to be charged, or are chanrged, either directly or indirectly to a member's investment in the Scheme can be considered "not reasonable".
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes
    Type
    PDF, Guidance
  12. 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.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes, Supervisor
    Type
    PDF, Guidance