Searching for an offer or scheme

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

Most of the information collected on the Disclose Register is searchable on Sorted’s Smart Investor tool.

How to search for offers, funds and schemes

Sorted’s Smart Investor is an online tool that enables you to easily search and compare New Zealand investments such as KiwiSaver and other managed funds, and 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

To search the Disclose Register you don't need to log in

Select either the Search offers or Search schemes button on this page.

Search under Offers for information about financial products including funds, issuer details and documents such as product disclosure statements.

Search Offers

Search under Schemes for information about managed investment schemes, scheme managers and documents such as financial statements.

Search Schemes

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.

All help topics

Getting started 2 guides

To register an offer or scheme on the Disclose Register your organisation must have an online services account. Find out how to create an account, and control who has authority to use and transact on it. You don’t need to have an account to search the Disclose Register.​

Managing your online services user account 6 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.

Searching Disclose 2 guides

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

Overseas issuers 7 guides

Disclose Register fees and levies 5 guides