Annual fees (as of 1 July 2023)
*All fees are GST exclusive
There is an application fee of $100 for new applications. New/start-up companies are usually placed in the lowest annual fee bracket with a review undertaken after 12 months of operations
Financial Advisers engaged by licensed Financial Advice Provider
Including financial planners, mortgage brokers, insurance advisers and insurance brokers.
| Annual fee | |
|---|---|
| 1-5 advisers | $300 per adviser |
| Group rate or more than 5 financial advisers on membership | Please contact our membership team |
Lenders
Including deposit takers and credit retailers. Not including registered banks.
| Annual fee | |
|---|---|
| Loan book greater than $2,000m | $10,450 |
| Loan book $500m-$2,000m | $6,000 |
| Loan book $10m-$500m | $2,500 |
| Loan book $1m-$10m | $1,200 |
| Loan book less than $1m | $700 |
Funds Managers
| Annual fee | |
|---|---|
| Funds under management exceeding $2,000m | $2,500 |
| Funds under management $500m-$2,000m | $1,600 |
| Funds under management less than $500m | $1,100 |
Transactional Service Providers
Including money forwarders, remittance operators and foreign exchange dealers, and credit or charge card and electronic money operators.
| Annual fee | |
|---|---|
| Transactions more than $2,000m pa | $3,000 |
| Transactions $500m-$2,000m pa | $2,000 |
| Transactions $8m-$500m pa | $1,200 |
| Transactions less than $8m pa | $1,100 |
Securities on issue
| Annual fee | |
|---|---|
| Face value of securities exceeding $200m | $2,200 |
| Face value of securities $50m-$200m | $1,650 |
| Face value of securities less than $50m | $1,100 |
Insurers
| Annual fee | |
|---|---|
| Premium revenue exceeding $200m | $4,000 |
| Premium revenue $70m-$200m | $2,500 |
| Premium revenue less than $70m | $2,000 |
Crowd Funders and P2P Lenders
Including equity crowd funding and peer to peer lending
| Annual fee | |
|---|---|
| Transactions/lending amounts exceeding $50m | $3,630 |
| Transactions/lending amounts $10m-$50m | $2,200 |
| Transactions/lending amounts $1m-$10m | $1,100 |
| Transactions/lending amounts less than $1m | $700 |
IMPORTANT NOTE
All of the fees listed are exclusive of GST.
Annual fees are payable by 1 July each year for the year to 30 June ahead.
Fees may vary to the ones shown. If you have any questions about this, please call one of our staff on 0800 347 257.
