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

We’ll assess your request and reply by email. It can take up to 5 business days for us to process your request.

All help topics

Getting started on the register 4 guides

A new financial advice regime came into effect on 15 March 2021 which also brought about changes to the Financial Service Providers Register.

Registering a financial service provider (FSP) 9 guides

Dispute resolution schemes (DRSs) 2 guides

If you provide financial services to retail clients, you must join a DRS within 10 working days of registering and keep your membership details up to date on the Financial Service Providers Register (FSPR).

Providing licensed or certified services 5 guides

Filing an annual confirmation 3 guides

To remain registered as a financial service provider (FSP) you must confirm your FSP's details and services each year. Find out how to file your confirmation online, or to change the month you do it

Managing your registration as a financial service provider (FSP) 6 guides

Deregistration and reregistration 3 guides

You can voluntarily deregister a financial service provider (FSP), or it may be deregistered by the Registrar. In some circumstances you can object to a deregistration, or apply to have the FSP reregistered.

Paying fees and levies 3 guides

If you're a financial service provider (FSP), you pay fees for some transactions, including registration. You also pay levies to the Financial Markets Authority (FMA). There are several ways to pay.

Managing your online services account 6 guides

Your FSPR online services account allows you to keep your FSP's contact and payment details up to date. From your account dashboard you can view and manage outstanding applications and tasks.