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  1. 11 April 2024

    Financial adviser

    To use the term Financial Adviser from the start of the new financial advice regime, you must be registered on the Financial Service Providers Register (FSPR) and engaged by a licensed financial advice provider (FAP) (or authorised body). 
    Find out more about licensing, your ongoing obligations and duties and complying with the new Code of Professional Conduct; liabilities and enforcement and frequently asked questions on this page.
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    New Financial Advice regime, Compliance, Financial Adviser, FSPR, Obligations, Licensing & registration, Roles, Business
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  2. 22 January 2024

    Independent trustees

    You'll need a licence if you are appointed as an independent trustee of a restricted KiwiSaver scheme or a workplace superannuation or legacy scheme. Every restricted managed investment scheme must have at least one licensed independent trustee. See more about the licensing and registration and compliance obligations of independent trustees on this page.
    Tags
    Compliance, Independent trustee, Roles, Obligations, Licensing & registration, Business
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  3. 29 August 2023

    Investing

    We all invest for the same reason – to grow our money. In this section of the FMA website we provide you with the fundamentals of managing your investments to meet your risk profile and goals.
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    Investing, Consumer
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  4. 9 June 2023

    KiwiSaver & Superannuation

    This section of the FMA website talks about the New Zealand superannuation scheme, KiwiSaver and how to manage your KiwiSaver to achieve your retirement goals. We also provide you with information about other superannuation schemes, and how to transfer your overseas retirement fund to New Zealand. 
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    KiwiSaver & Superannuation, Consumer
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  5. 4 October 2021

    World Investor Week 2021

    The FMA supports World Investor Week 2021 with panels, webinars and content. Read more.
    Tags
    World Investor Week, Investing, Campaigns, Consumer
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  6. 5 October 2020

    World Investor Week 2020

    World Investor Week 2020 was jam packed with resources for investors. Take a moment to view our tips and resources.
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    World Investor Week, Campaigns, Investing, Consumer
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  7. 26 May 2022

    KiwiSaver 2022: Own your own tomorrow

    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, Campaigns, Consumer
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