Lodging climate statements

Lodge your climate statement within 4 months of your balance date

If you’re a climate reporting entity (CRE) you must lodge climate statements on the Climate-related Disclosures Register. If you’re a CRE that is a manager of a registered investment scheme you must also lodge climate statements for each scheme. We’ll send you reminders when your climate statements are due.

On this page:

Who can lodge a climate statement

  1. A CRE can authorise at least 2 people within their own organisation to lodge its climate statements, or
  2. A CRE can authorise a third-party organisation to act on its behalf. That third-party will in turn authorise at least 2 people within their organisation to lodge climate statements on behalf of the CRE.

No matter which option you choose we will need to set up an online services account for the register. We’ll also need to set up logins for each person authorised to lodge climate statements.

What you need to provide

To lodge a climate statement, you need to:

  1. Provide details of the assurance practitioner — both their name and their firm’s name
    • Your climate statement will need to be reviewed by an assurance practitioner from 2025. Until then, type N/A if this doesn't apply.
  2. Upload a copy of the climate statement.
    • Climate statements must follow the reporting standards set by the External Reporting Board (XRB).
    • You can upload one or more documents.
    • Documents must be PDF files and be less than 20MB.
    • The file names you choose will be displayed on the public register so they should accurately describe the document you're uploading.
  3. Confirm which FMA levy applies.
    • We’ll send you an invoice for the Companies Office filing fee and FMA levy once you’ve submitted the climate statement.

If the CRE is a manager of several schemes

  • Climate statement documents for a scheme must cover every fund within that scheme.
  • You can choose to prepare and lodge climate statements in a number of ways. If you need more guidance, please check with the Financial Markets Authority (FMA).
  • Your CRE will only pay one Companies Office filing fee and FMA levy.

We’ll send you reminders

After your balance date has passed we will send reminders by email. Contact us and let us know if the CRE’s email address for communications has changed.

We will also update your dashboard by adding a new entry under the section ‘Climate statements due to be lodged’.

How to lodge a climate statement

To lodge a climate statement on the register, follow these steps:

  1. Log in (using your RealMe login details)
  2. From your dashboard find and select the climate reporting entity (CRE).
    You can search for them using their name or New Zealand Business Number (NZBN).
  3. For the relevant reporting period select the ‘Lodge’ button.
  4. Choose the option to ‘Lodge a climate statement’.
  5. Provide the name of the assurance practitioner and their firm (applicable from 2025).
  6. Upload climate statement documents.
  7. Confirm which FMA levy applies.
  8. Acknowledge you have read the declaration.
  9. Select ‘Submit’.

What happens next

We will send an invoice to the email address provided by the CRE. You will need to pay the amount due by the 20th of the month following the date of the invoice. Check your invoice for the bank account and reference details to use when paying.

We will review the climate statement you have lodged, and we aim to complete our review within 5 working days. We’ll email you to confirm whether we have accepted the statement. If we have any questions about your lodgement, we’ll get in touch with the person who submitted it and let you know what we need.

Once we have accepted the climate statement for registration we will publish it on the register. We will also advise the Financial Markets Authority (FMA) so they can complete their review.

Lodge a climate statement

Resubmitting a climate statement

If we can’t accept a climate statement for registration we will email you and let you know. We’ll also outline the reasons why. Once you are ready to resubmit the climate statement, log back into the register and follow these steps.

  1. Go to the ‘Items in progress’ section of your dashboard.
  2. Find and select the climate reporting entity (CRE) Name.
  3. Check and if necessary update the name of the assurance practitioner and their firm (applicable from 2025)
  4. Upload the climate statement documents
    1. If you’re replacing a document, select the down arrow next to the document you’re replacing and choose ‘Delete’. Then upload the replacement document.
    2. If you’re adding additional documents, upload each one.
  5. Read the declaration as it also applies to any amended or additional documents you have uploaded.
  6. Select ‘Submit’.

What happens next

We will review the resubmitted statement you have lodged, and we aim to complete our review within 5 working days. We’ll email you to confirm whether we have accepted the statement. If we have any more questions about your lodgement, we’ll get in touch with the person who submitted it and let you know what we need.

Once we have accepted the climate statement for registration we will publish it on the register. We will also advise the Financial Markets Authority (FMA) that lodgement has been made.

Resubmit a climate statement

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