Since 15 March 2021, the provision of financial advice in New Zealand has been regulated by a revised financial advice regime.  Members offering regulated financial advice to retail clients now must hold a licence or operate under someone else's licence, unless they qualify for specific exemptions. Members relying on the exemption for Qualified Statutory Accountants (QSA) with a certificate of public practice should ensure their activities fall within the revised and narrowed exemption.

To help you navigate the revised regime we provide information and updates to keep you informed. We also advocate on your behalf with government on financial services issues relevant to our members.