Managed investment schemes
Managed investment schemes comprise managed funds and other managed investment schemes. Associated reporting and filing obligations must be met.
- Registering a new scheme The information and documents you need to provide when registering a scheme.
- Keeping scheme details up to date Find out how to update scheme details and documents.
- Uploading scheme documents Read our guidelines for preparing and uploading documents including PDS.
- Filing annual reports Find out when you need to file an annual report for a scheme.
- Filing financial statements When you need to file financial statements for a scheme.
- Cancelling a scheme What happens if the FMA cancels a scheme's registration.
- Legislative reference guides These guides may assist you to complete your online application to register a scheme.
- Fees Some online transactions, such as registering a scheme, have a fee attached.