Back

Search results

Found 3807 results. Displaying page 8 of 254

  2. 1 November 2021

    Self assessment tool key outsourcing arrangements

    As a small business, we expect you’ll need to outsource some functions to third parties. It’s important that you protect your reputation and your clients by conducting robust background checks, putting contractual agreements in place, and performing regular reviews to ensure suppliers of key functions are up to the task and can meet your expectations and Financial Advice Provider (FAP) obligations. As a FAP, you remain responsible for any functions that you outsource.
    Tags
    Authorised body under a FAP, Financial Advice Provider, Roles, Business
    Type
    PDF, Information Sheet

  3. 3 April 2008

    KiwiSaver performance fees and ethical fund guideline

    In general terms, the costs associated with an ethical fund are similar to the costs associated with a normal equity fund when bottom-up analysis is undertaken. Hence, for funds with similar asset profiles, the Government Actuary would expect the fee levels of ethical funds to be similar to the fee levels of non-ethical funds. However if a global overlay is used, it would be expected that the additional cost necessary for the additional services to be quantified.
    Tags
    Roles, Business, Managed investment schemes
    Type
    PDF, Guidance

  4. 26 January 2024

    Investing New Zealand - Comparison site harvesting investor details

    We are concerned that Investing New Zealand may be operating a scam. It operates a website claiming to compare term deposit rates which states it offers “deposit protection up to $100,000 NZD per investment”, however no such scheme is currently offered in New Zealand.
    Tags
    Suspected scam, Investor warning, Consumer, Scams
    Type
    Page

  5. 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
    Type
    Page

  8. 6 April 2023

    Peer-to-peer and crowdfunding: sector snapshot

    This report is a 'snapshot' of peer-to-peer lending (P2P) and crowdfunding activity in New Zealand
    Tags
    Crowdfunding providers, Roles, Reports and Papers, Business, News & Insights, Peer-to-peer lending service providers
    Type
    Page, Report

  10. 3 April 2020

    Updated: FMA further extends deadline for financial reporting

    The Financial Markets Authority (FMA) is providing regulatory relief to market participants to give them an additional two months to provide their audited financial statements. Due to the disruption caused by COVID-19, the FMA is taking appropriate steps to support the industry. Firms that need to provide these financial statements include listed issuers on the NZX.
    Tags
    COVID-19, New Financial Advice regime, FMC Act, Directors, Legislation, Roles, Business, News & Insights
    Type
    Page, Financial reporting

  11. 20 October 2022

    Spotlight on: Wholesale investing

    Spotlight on wholesale investment offers aimed at experienced investors, often with large sums of money to invest.
    Tags
    Wholesale investing, Ways to invest, Investing, Article, Consumer, News & Insights
    Type
    Page

  15. 15 February 2023

    FMA finalises regulatory return questionnaire for licensed Financial Advice Providers

    Following consultation on the proposed standard licence conditions for all classes of Financial Advice Providers (FAPs), the Financial Markets Authority (FMA) confirmed the information FAPs must provide in their regulatory returns.
    Tags
    Media release, Authorised body under a FAP, Financial Advice Provider, Roles, Business, News & Insights
    Type
    Page