Managed fund offers
A managed fund is an investment that pools money from many investors. A KiwiSaver balanced fund offered within the KiwiSaver scheme is an example of a managed fund offer. (You need to register a managed investment scheme on the Disclose Register before you can make an offer under that scheme).
Note | Some participants to an offer will need to be registered as a Financial Service Provider and/or licensed to provide a specific financial service. Please don’t delay FSP registration or licensing applications.
There are some things you will need to organise before registering a managed fund offer on the Disclose Register.
All managed fund offers under the FMC Act must be registered online, using the Disclose Register. This can be done either by the manager or a third party acting on their behalf.
The manager is responsible for keeping information relating to their offer up to date on the Disclose Register.
A summary of fees payable for managed fund offers.
Find out more about the managed fund offers key legislative references guide.
This guide outlines the options for delivery of managed fund data, file formats and data requirements.