Searching for an offer or scheme

Searching for offers, schemes, issuers or managers on the Disclose Register

You don't need an online account to search for offers and schemes, or issuers and managers.

Types of offers and schemes

The Disclose Register contains registers for:

  • offers of financial products, split into —
    • debt and equity securities, derivatives and
    • managed investment products.
  • managed investment schemes, split into —
    • managed funds and
    • other managed investment schemes.

Searching for an offer

If you're looking for information about financial products, issuer details and documents such as product disclosure statements choose Search for an offer.

Search for an offer

Searching for a scheme

If you're looking for information about managed investment schemes, scheme managers and documents such as financial statements, choose Search for a scheme.

Search for a scheme

You can then search for a specific offer or scheme, issuer or manager by:

  • using quick search, or
  • selecting the Advanced search link to narrow down your results, for example, if you only want to see KiwiSaver offers or schemes.

If you don't have a specific offer or scheme in mind and just want to see what's registered, leave the search fields blank, select Search and you'll see the entire list.

Smart Investor – Helping you understand investments

Sorted’s Smart Investor is an online tool for investors that takes information collected on the Disclose Register and enables you to easily search and compare New Zealand investments such as KiwiSaver and other managed funds, shares and bonds.

For example, it lets you find your current KiwiSaver fund easily and see everything about it – especially how it stacks up with others in terms of costs and past results. Or if you’re shopping around for a new KiwiSaver fund, it groups types of funds together so you can browse that way.

Smart Investor also lets you explore other managed funds that are not KiwiSaver, as well as New Zealand share and bond offers.

Search for investments at Smart Investor

Searching for offers or schemes registered under prior legislation

Issuers and managers had two years between 1 December 2014 and 30 November 2016 to comply with the FMC Act and transition offers of financial products and managed investment schemes governed under previous legislation.

To view offer and scheme information registered under previous legislation visit the Companies Register website.

The Disclose Register replaced a number of registers held by the Companies Office and FMA, including superannuation and KiwiSaver schemes and unit trusts.

Related articles

All help topics

Searching Disclose 2 guides

You don't need to log in to search the Disclose Register.

Registering or maintaining schemes or offers 5 guides

Disclose Register fees and levies 5 guides

Managing your online services account 7 guides

To register and maintain offers and schemes on the Disclose Register your organisation must have an online services account. You can control who has authority to access and use the account on your behalf.