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Found 2480 results. Displaying page 85 of 166

  1. 25 May 2022

    KiwiSaver annual statements methodology notice 2022

    The methodology notice will help KiwiSaver providers attribute fees charged at the fund level (including underlying fund charges) to each investor.
    Tags
    KiwiSaver providers, Managed investment schemes, Roles, Business
    Type
    PDF, Guidance

  2. 18 May 2022

    Fund managers’ inconsistent performance measurement and cost of fees reduces benefits to investors

    The managers of New Zealand managed investment schemes (MIS or KiwiSaver/fund managers) are showing repeatable performance, relative to appropriate market indices. However, the benefits of their skill to investors in some funds is reduced by fees, and the costs of commission paid by managers to third parties.
    Tags
    Roles, Media release, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page

  3. 18 May 2022

    Value for Money Industry Report

    FMA and Supervisor report for Managed Investment Scheme Managers and KiwiSaver Managers that covers FMA and Supervisor findings from the Value for Money implementation pilot.
    Tags
    Reports and Papers, Roles, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    PDF

  4. 18 May 2022

    Findings from MIS manager Value For Money self-assessment tool pilot

    The FMA’s 2021 guidance on managed fund fees and value for money introduces an expectation for Managed Investment Scheme (MIS) managers to carry out regular reviews of scheme fees and whether customers are receiving value for money.
    Tags
    Reports and Papers, Roles, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page

  5. 12 May 2022

    Eddystone Nominees NZ Limited

    Eddystone Nominees NZ Limited - FSP1002975 is an AML reporting entity
    Tags
    AML/CFT, Reporting entities, Roles, Business
    Type
    Page

  7. 9 May 2022

    NZX Listing Rule change 2022

    NZX listing rule change 2022 for anyone who is listing on the stock exchange.
    Tags
    Market operator, Roles, Business
    Type
    PDF, Notice

  8. 6 May 2022

    FMA issues stop order against The One Management GP Limited

    The Financial Markets Authority (FMA) - Te Mana Tātai Hokohoko has today confirmed it has made a stop order against The One Management GP Limited regarding an offer in relation to The One Property LP¹ (the Fund), which is only available to wholesale investors, including eligible investors.
    Tags
    Enforceable Undertaking, Roles, Media release, Business, Managed investment schemes, News & Insights, Enforcement
    Type
    Page

  9. 5 May 2022

    Wealthpoint Limited

    Wealthpoint are a licensed DIMS
    Tags
    Discretionary investment management scheme (DIMS), Licensed entity, Roles, Business
    Type
    Page

  10. 21 April 2022

    MyNativeForest Limited

    MyNativeForest Limited is an AML reporting entity
    Tags
    AML/CFT, Reporting entities, Roles, Business
    Type
    Page

  11. 12 April 2022

    Licensing – hurdle or an opportunity?

    Speaking notes from a presentation by FMA Director of Market Engagement and Acting Director of Regulation John Botica to a webinar audience of Financial Advice Providers and financial advisers, organised by the Strategi Group on April 07, 2022.
    Tags
    Financial Advice Provider, Financial Adviser, Licensing & registration, Roles, Speeches and presentations , Business, News & Insights
    Type
    Page

  12. 7 April 2022

    FMA issues new infringement notice against crowdfunding platform Equitise

    The Financial Markets Authority (FMA) - Te Mana Tātai Hokohoko has issued another infringement notice to Equitise Pty Ltd for failing to file financial statements on time, amid broader concerns about the firm’s ability to meet regulatory reporting deadlines.
    Tags
    Crowdfunding providers, Enforceable action, Roles, Media release, Business, News & Insights, Enforcement
    Type
    Page

  13. 5 April 2022

    Clare Bolingford speech at FSC Connect

    Transcript of speech by FMA's Director of Banking and Insurance, Clare Bollingford, at FSC Connect Panel where she talks about emerging trends in conduct regulation.
    Tags
    Financial Advice Provider, FMA people, Roles, Speeches and presentations , Conduct of Financial Institutions Bill (CoFI), Business, FMA, News & Insights
    Type
    Page

  14. 31 March 2022

    31 March 2022 Disclose Register KiwiSaver fund updates

    This document is the Disclose Register for KiwiSaver fund updates for period ending 31 March 2022
    Tags
    KiwiSaver providers, Disclose register, Managed investment schemes, Roles, Business
    Type
    Spreadsheet