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This page will continue to grow with time. Please book mark it now so that you can revisit it at a later date.

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Commercial Issues for PIE Implementation
 click here to view

Feb 2007

 

  Submissions to the Ministry of Economic Development on the Review of Financial Products and Providers: Dec 2006
  Submission on the Ministry of Justice Discussion Document:  
 

Taxation on Investment Income
Government announcement of proposed changes available on:
 www.taxpolicy.ird.govt.nz.

April 2006

 

 

KiwiSaver Bill
Introduced into Parliament.  Details available on:
 www.treasury.govt.nz.

Feb 2006

 

 

Confidence, Change and Opportunity: Final report of the Task Force on Financial Intermediaries:
 http://financialadvisers.med.govt.nz.

July 2005

 

 

Review of Financial Product and Providers
Mega-review led by Ministry of Economic Development.  Further information
:
 www.med.govt.nz.

May 2005

 

 

Law Commission Report 87 on Life Insurance
 www.lawcom.govt.nz.

Nov 2004

 

 

Preliminary Paper 53: Life Insurance
The Law Commission has recently released Preliminary Paper 53: Life Insurance.  The discussion paper sets out the current law, raises issues, and invites comment on the framework for regulation and supervision of life insurers and life insurance products in New Zealand.  Submissions are invited on the paper by 17 March 2004.  To view the paper online visit the publications section
 www.lawcom.govt.nz.

19.12.03

 

SavingNZ_Colour_logo.jpg (41013 bytes)
Saving New Zealand
Saving New Zealand
, a project designed to encourage a more positive environment for saving.

click here to view

23.7.03

 

Industry Guideline for Tax Asset Recognition in Unit Pricing Models
click here to view
06/3/03
Name Changes, Mergers, Takeovers etc
Name changes, mergers etc in the life insurance industry
click here to view
 
ISI Underwriting Guide
click here to view in PDF format
6/3/00
Education
A Guide to distance education courses which may be of interest to people working in the life insurance superannuation and managed funds industry
click here to view
2/2/99

Manual of Practice Standards
October 2003
click here to download the PDF version

24/10/03


Why Managed Funds are one of your best investment options
Here in New Zealand, one of the best ways to ensure that your money works really hard is to put it into a managed investment fund. Find out more here.

click here to view

click here to download the MS-Word document file

9/6/98

Glossary of Life Insurance and Investment Terms
Baffled by Insurance or Investment jargon - find out what it all means here.

click here to view it online

click here to download the MS-Word document file

9/6/98

The ISI Report on Retirement Savings
This Report is a contribution to the debate on retirement saving.

Part one
download the ISI Wake Up Report -  in PDF format

Part two
download the first part of the Infometrics Report - in PDF format

Part three
download the second part of  Infometrics Report and the list of ISI members -  in PDF Format

Backgrounders

15/6/98

Adobe Acrobat is required for viewing the PDF formatted documents listed above. If you do not have Adobe Acrobat, you may download it by clicking the
button below.

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