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  1. 19 July 2017

    Fee disclosure by managed funds

    Guidance Note Fee Disclosure For Managed Funds This 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. It includes guidance on the classification and disclosure of performance-based fees, management and administration charges, underlying fund charges, and how to use third-party information. Previous Versions...

    https://fma.govt.nz/compliance/guidance-library/managed-investments/fee-disclosure-by-managed-funds/