Changing your annual confirmation filing month

Things to consider when making a change

When you register as a financial service provider (FSP), you’re assigned, or can nominate, the month in which your annual confirmation must be filed each year. If you wish, you can later change this filing month, with certain conditions.

What are the conditions?

You can change your filing month so long as your annual confirmation is not due or overdue. You cannot, however, change your filing month to:

  • December or January
  • the current month.

When you’ll next need to file

If you change your filing month, you may need to file, and pay the required fees and levies, twice within a relatively short space of time.

For example – you may have filed in October, which was the month nominated, and then choose February as your new filing month.

How to change your filing month

If you wish to change the month you file your annual confirmation, please send us a request by email to compliance@fspr.govt.nz

We’ll assess your request and reply by email. 

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