Back

Search results

Found 2974 results. Displaying page 198 of 199

  1. 21 May 2024

    Investment advice

    An investment adviser works with you to: Understand your needs and goals,
    find options to suit your situation, explain how each investment works, the risks and possible returns, and what it costs, and more.
    Tags
    Financial advice, Get advice, Investment advice, Investing, Consumer
    Type
    Page

  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
    Type
    Page

  3. 23 February 2023

    NZGT DBG

    NZGT DBG including: 27 Finance Limited, Covenant Trustee Services Limited, Koios Finance Limited, The New Zealand Guardian Trust Company Limited, NZGT (FP) Trustee Limited, NZGT (IF) Trustee Limited, NZGT (GF) TRUSTEE LIMITED, NZGT (TASMAN) TRUSTEE LIMITED, NZGT (UDC) TRUSTEE LIMITED, NZGT FACILITY AGENT LIMITED.
    Tags
    AML/CFT, Roles, Reporting entities, Business, Designated Business Group (DBG)
    Type
    Page

  4. 7 March 2023

    Investing basics

    Understand the basics of investing by working out what kind of investor you are and learning the skills to manage your investments confidently. Helping investors make better informed decisions.
    Tags
    Investing, Investment basics, Consumer
    Type
    Page

  5. 6 June 2024

    Fisher Funds Group DBG

    Fisher Funds Group includes members: FISHER FUNDS WEALTH INVESTMENTS LIMITED PARTNERSHIP, Fisher Funds Wealth Limited, Fisher Funds Wealth Investment Management Limited and Portfolio Custodial Nominees Limited.
    Tags
    Roles, Reporting entities, Business, Designated Business Group (DBG)
    Type
    Page

  6. 11 June 2024

    FMA opens consultation on proposed standard conditions for Derivatives Issuers

    The FMA is seeking feedback on potential changes to the standard conditions imposed on Derivative Issuer (DI) licences. The changes relate to leverage and the suitability of investors for derivative trading.
    Tags
    Media release, Derivative Issuer, Consultations, Roles, Compliance, Business, News & Insights
    Type
    Page

  7. 20 July 2022

    Managing your investment

    The longer your investment timeframe, the more the value of your investments can compound upwards and grow. Learn how to get the most out of your investments here.
    Tags
    Investing, Investment basics, Consumer
    Type
    Page

  8. 19 June 2024

    Jacco Moison - Understanding and using new climate-related disclosures

    What sort of information do you need about a company or a fund before you put money into it? Financial performance, forecasts, plans and strategies for the future?
    Tags
    Article, Climate related disclosure, Opinion, Roles, Ethical finance, Ways to invest, Investing, Business, Consumer, Managed investment schemes, News & Insights
    Type
    Page

  9. 19 June 2024

    Climate-related Disclosures Regime: What you need to know

    An overview of the Climate-related Disclosures Regime and the information contained in climate statements
    Tags
    Climate related disclosure, Roles, Ethical finance, Ways to invest, Investing, Business, Consumer, Managed investment schemes, News & Insights
    Type
    Page, Guidance

  11. 24 June 2024

    Spotlight on: Balanced Funds

    The FMA editorial team talks about managed funds in this article. “A balanced fund usually has moderate risk, so you’re not risking as much uncertainty of achieving your investing goals or as much potential for loss by being in one. But remember to check your fund type is still good for your situation – if you’re getting closer to retirement or buying that first home, it’s time to start thinking about a more conservative fund.”
    Tags
    KiwiSaver & Superannuation, Article, Consumer, News & Insights
    Type
    Page

  12. 24 June 2024

    Spotlight on: Growth Funds

    Growth funds are best if you need higher growth in your investment over the long term. The FMA editorial team talks about growth funds in this article.
    Tags
    KiwiSaver & Superannuation, Article, Consumer, News & Insights
    Type
    Page

  13. 24 June 2024

    Spotlight on: Conservative Funds

    The most important thing you can do with your KiwiSaver is make sure you’re in the right fund. The FMA editorial team talks about conservative funds in this article. Find out what a conservative fund is, and who it is most suited for.
    Tags
    KiwiSaver & Superannuation, Article, Consumer, News & Insights
    Type
    Page

  14. 2 July 2024

    Soul Capital Designated Business Group

    Soul Capital Designated Business Group (DBG) includes Soul Capital Limited, Te Pae ki te Rangi Limited Partnership.
    Tags
    Reporting entities, Roles, Business, Designated Business Group (DBG)
    Type
    Page

  15. 9 February 2021

    Using an investing platform

    Online investing platforms enable you to trade shares and other financial products online. We give you tips on using an investing platform like setting your intentions, diversifying, and other options.
    Tags
    Online investing platforms, Ways to invest, Investing, Consumer
    Type
    Page