FMA on Integrated Financial Products
28 March, 2022, 4.00-4.45pm
Free webinar: Register online here

In July 2022 the Financial Markets Authority (FMA) released a report; Integrated financial products (IFPs): Review of managed fund documentation. Findings from a review of the effectiveness of disclosure information from a sample of managed investment funds labelled or marketed as being integrated financial products (e.g. sustainable, ethical, green).

This webinar is the opportunity to hear directly from FMA on the topic, and ask your questions.

Alex Carr, the author of the FMA’s IFP report will give a presentation, followed by a discussion with David Kandziora, CFA, Chair of CFA Society New Zealand. Including:

  • Why the FMA undertook the review and made the changes; what concerned them about the situation in NZ and what do they want to see for the future?
  • What has changed and what do finance professionals need to be aware of.
  • How has the report been received by the industry and are any changes anticipated based on feedback?


Alex Carr

Manager, Investment Management, Financial Markets Authority

David Kandziora, CFA

Senior Investment Consultant, Russell Investments