Waivers

KiwiWRAP KiwiSaver Scheme levy waiver notification 2025

FMA waives levy for Consilium NZ’s KiwiWRAP KiwiSaver Scheme, citing unique fund structure and equity in financial regulations.

Sharesies KiwiSaver Scheme levy waiver notification 2025

The Scheme comprises a number of funds, two of which offer investors the ability to select their own investments based on a list of investment options approved by Sharesies, being the Self-Select Fund and the Cash Fund (together, the self-select schemes).

BNZ Investment Services Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - Reduction of waiting period

BNZ Investment Services Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 – Reduction of waiting period

i-Select Superannuation Scheme levy waiver notification 2023

FMA granted a waiver of part of the FMA levy to i-Select Superannuation Scheme (the Scheme).

Portfolio Superannuation Scheme levy waiver notification 2023

FMA granted a waiver of part of the FMA levy to Portfolio Superannuation Scheme (the Scheme).

UDC Finance Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary

UDC Finance Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary 31 August 2022

Craigs Investment Partners Self-select schemes

The FMA granted a waiver of part of the FMA levy to Craigs Investment Partners Self-Select Schemes (Craigs) on 9 October 2023 pursuant to Regulation 14 of the Financial Markets Authority (Levies) Regulations 2012.

UDC Finance Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary

UDC Finance Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary 11 June 2021

Punakaiki Fund Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - Reduction of waiting period

Elevation Capital Management Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary

i-Select Investment Management - Limited Foodstuffs Provident Fund - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary

Foodstuffs Provident Fund - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary

AMP Capital - Notice under section 68 of the Financial Markets Conduct Act 2013 - PDS consideration unnecessary

ANZ Investments Services (NZ Limited) - Notice under section 68 of the Financial Markets Conduct Act 2013 - Reduction of waiting period

NZX Limited - Notice under section 68 of the Financial Markets Conduct Act 2013 - Reduction/removal of waiting period

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