Most companies issue an annual report each year. This will include a copy of the company’s financial statements – giving a summary of how the business is performing. Financial statements of companies listed on the stock exchange must be audited and registered with the Companies Office.
In addition to the financial statements, there will usually be a summary of the business’s operations and plans for the coming year. You can also see how the business is governed and managed. Further information may be available on an ‘investors’ section of the company’s website
This information enables you to identify any risks the business is exposed to, and helps you decide if you want to continue investing with them.
If an annual report isn’t provided, have a look at the investment’s product disclosure statement (PDS) to find out how they will keep you informed. Alternatively, contact your investment provider directly.
Many investments give you access to an online account so you can check your account any time.
Companies listed on the NZX must disclose certain information through an information service that can be viewed on the NZX website.