Back

Search results

Found 6609 results. Displaying page 207 of 441

  4. 27 April 2021

    FMA investor profile - Cathy Elloso

    The FMA profiles investor Cathy Elloso from the Massey University Student Investment Club
    Tags
    FMA stories, Investor information, Article, Consumer, News & Insights
    Type
    Page

  5. 22 April 2021

    Endeavour Premium Finance Limited

    Endeavour Premium Finance Limited FSP31587 is an AML/CFT reporting entity
    Tags
    AML/CFT, Reporting entities, Roles, Business
    Type
    Page

  7. 21 April 2021

    Advertising phenomenal investment returns for the last year could mislead investors, FMA says

    The Financial Markets Authority (FMA) is warning the funds management industry to avoid advertising large investment returns for the 12-month period to March 31, 2021, as this could mislead investors.
    Tags
    Media release, KiwiSaver providers, Managed funds, Roles, Ways to invest, Investing, Business, Consumer, Managed investment schemes, News & Insights
    Type
    Page

  8. 15 April 2021

    FMA welcomes NZ strategy for financial capability

    The Financial Markets Authority (FMA) has welcomed the release of The National Strategy for Financial Capability, presented in Parliament today by the Minister for Commerce and Consumer Affairs, Dr David Clark.
    Tags
    Media release, Investor capability, FMA, News & Insights
    Type
    Page

  10. 14 April 2021

    FMA expects KiwiSaver managers to follow four key principles to show value for money

    Fund managers are expected to annually review their fees and value for money with their supervisors and prove to the Financial Markets Authority (FMA) the review has happened, as a result of final guidance on fund manager fees and value for money, published today (14/4/2021).
    Tags
    KiwiSaver providers, Managed funds, Media release, Roles, Ways to invest, Investing, Business, Consumer, Managed investment schemes, News & Insights
    Type
    Page

  11. 14 April 2021

    Managed fund fees and value for money

    Guidance and principles to help managers and supervisors of KiwiSaver schemes and other managed investment schemes to demonstrate how they are meeting their existing obligations, statutory duties, and conduct expectations in respect of fees and value for money.
    Tags
    Roles, Supervisors, Business, Managed investment schemes
    Type
    Page, Guidance

  12. 14 April 2021

    KiwiSaver performance fees

    This guidance note is intended for the managers and trustees of KiwiSaver schemes. It sets out the criteria against which FMA will assess the reasonableness of KiwiSaver performance fees.
    Tags
    Roles, Business, Managed investment schemes, Supervisor
    Type
    Page, Guidance

  13. 13 April 2021

    Aotearoa Green Sustainable Co-Op (AGSO)

    Warning about Aotearoa Green Sustainable Co-Op (AGSO). We are concerned that AGSO is likely to be offering financial services and/or products to New Zealand residents without being appropriately registered on the Financial Service Providers Register to do so.
    Tags
    Investor warning, Unregistered business, Consumer
    Type
    Page

  14. 13 April 2021

    FMA provides breakdown of financial advice providers in the new regime

    The Financial Markets Authority (FMA) has provided transitional licence numbers under the new financial advice regime, revealing how many financial advice providers are operating in New Zealand. It follows the start of the new financial advice regime last month.
    Tags
    New Financial Advice regime, Media release, Financial Advice Provider, Financial Services Legislation Amendment Act (FSLAA), Roles, Business, News & Insights
    Type
    Page

  15. 13 April 2021

    Managed fund fees and value for money - guidance

    Guidance and principles to help managers and supervisors of KiwiSaver schemes and other managed investment schemes to demonstrate how they are meeting their existing obligations, statutory duties, and conduct expectations in respect of fees and value for money. Published in April 2021.
    Tags
    KiwiSaver providers, Roles, Business, Managed investment schemes, Supervisor
    Type
    PDF, Guidance