Financial Law Insight - FMA's Managed Fund Fees Guidance: ex

Financial Law Insight - FMA's Managed Fund Fees Guidance: extending the boundaries of unreasonableness | Dentons


In brief:
Reasonableness of fees and value for money is not just something for KiwiSaver schemes – all managed schemes are within scope of the new Guidance
Fees should be formally reviewed for reasonableness and value for money at least annually
Four key principles have been provided to guide fee reviews
FMA’s Guidance does not prohibit or prescribe any particular fee structure, size, or type
FMA’s Managed Fund Fees Guidance – extending the boundaries of unreasonableness
On 14 April 2021 the Financial Markets Authority released its latest guidance note ‘Managed fund fees and value for money’. The Guidance has a very different look and feel to the proposed guidance that was released for consultation back in November 2020. In particular, the explicit extension of its scope beyond KiwiSaver fees will come as a surprise to many.

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, Financial Markets Authority , Fund Fees Guidance , Financial Law Insight , நிதி சந்தைகள் அதிகாரம் , நிதி சட்டம் நுண்ணறிவு ,

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