Retail Supervision

Licensed supervision,  built on experience.

Supervisory services across Managed Investment Schemes, KiwiSaver, Debt Securities, Superannuation, Retirement Villages.

We’ve excelled at corporate supervision in New Zealand for more than 50 years. Clients work with us for the team’s depth of knowledge, and our ability to find pragmatic solutions in the detail.

What we supervise

Managed Investment Schemes  & KiwiSaver

Established managers, start-ups and providers.

Debt Securities

Corporate bonds, capital notes, and  listed and unlisted debt.

Retirement Villages

Statutory supervision under the  Retirement Villages Act.

Superannuation Schemes

Workplace, complying and restricted schemes, including legacy arrangements.

Custodial Services

Independent custody, structured to meet your regulatory and operational requirements.

"Trustees Executors has been a genuinely good partner for us as we've scaled. We've launched new funds and products at a pace that would worry a lot of supervisors, but TE has kept up with us without becoming a handbrake – they ask the right questions and apply real rigour where our complexity and risk actually warrant it, rather than a blanket "no" or a box-ticking exercise. What I value most is that it feels like a genuine relationship rather than a compliance function bolted on – they understand our business and back their judgement, which lets us move fast with confidence."

Setting up a new fund or reviewing your current supervisor arrangements?

Retail Supervision

Licensed supervision, built on experience.

Licensed supervision,  built on experience.