Managed investment schemes

Managed investment schemes comprise managed funds and other managed investment schemes. Associated reporting and filing obligations must be met.

Find out what information and documents you need to provide when registering a scheme.

Some online transactions, such as registering a scheme, have a fee attached.

Find out how to update scheme details and documents.

Read our guidelines for preparing and uploading documents including PDS.

Find out when you need to file an annual report for a scheme.

Find out when you need to file financial statements for a scheme.

What happens if the FMA cancel's a scheme's registration.

These guides may assist you to complete your online application to register a scheme.

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