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Document Library

A filtered search by topic for all guidance, reports or research documents stored on the FMA website.

Found 1616 results. Displaying page 41 of 108

  1. 10 September 2020

    Te Reo Maori Financial Glossary He Reo Whairawa

    This project is centered on the research and development of a fundamental vocabulary of 100 wealth and investment terms. The development and promotion of this vocabulary will form a critical support for enhancing and promoting the use of te reo Māori in the wealth and investment sector, and related educational programmes. The review of existing vocabulary and the development of new vocabulary is done in collaboration with both industry and linguistic experts.
    Tags
    Business
    Type
    PDF, Resource

  2. 8 September 2020

    COVID 19 response insights 2020

    This information sheet summarises the FMA’s actions to manage the impacts of the COVID-19 crisis up until 31 August, and highlights useful examples we have seen from market participants. It will help financial services entities to understand the FMA’s approach and consider ways to improve their own response as the crisis continues.
    Tags
    COVID-19, News & Insights
    Type
    PDF, Information Sheet

  3. 1 September 2020

    Bonds Guide

    Bond voyage is a guide for investors on choosing, buying and owning bonds.
    Tags
    Bonds, Ways to invest, Investing, Investor information, Consumer
    Type
    PDF

  4. 21 August 2020

    MyFiduciary Report 2020

    This report was commissioned by the Financial Markets Authority (FMA). In the report we examine how active or passive each KiwiSaver Provider is. We also examine whether investment management fees differ between active and passive approaches.
    Tags
    Reports and Papers, KiwiSaver providers, Roles, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    PDF

  5. 5 August 2020

    KiwiSaver Statements Report 2020

    The FMA commissioned Buzz Channel to conduct research among New Zealanders to understand their opinions on their KiwiSaver statements and how they use them.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes, Supervisor
    Type
    PDF, Research

  7. 31 July 2020

    Expense Disclosure CE Jun 2020

    CE expenses disclsoure for the period 1 January 2020 - 30 June 2020.
    Tags
    Executive expenses, FMA
    Type
    PDF

  9. 31 July 2020

    Expense Disclosure CE gifts Jun 2020

    CE gifts and benefits disclosure for the period 1 January 2020 - 30 June 2020.
    Tags
    Chief Executive Gifts and Benefits Disclosure, FMA
    Type
    PDF

  11. 26 July 2020

    Our immediate priorities during the COVID 19 response and recovery

    This information sheet outlines the FMA’s immediate priorities as New Zealand continues to respond to the COVID-19 pandemic, showing how we will support that response and recovery, while also ensuring financial service providers support their customers and investors. The information sheet was published in July 2020 and updated in June 2021.
    Tags
    COVID-19, FMA, News & Insights
    Type
    PDF, Information Sheet

  14. 14 July 2020

    Class legislative notice summary 2020

    This is a summary of the Financial Markets Conduct Act and Financial Adviser Act class legislative notices we have granted as at 30 June 2020. It includes exemptions, designations, frameworks or methodologies, and public accountability notices
    Tags
    FMC Act, Legislation, Business
    Type
    PDF, Notice