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DISCLOSE REGISTER FULL PORTFOLIO HOLDINGS Offer name AMP KiwiS aver Scheme Fund name AMP Moderate Fund (Life steps) Period disclosure applies [dd/mm/YYY] 30/09/2024 Asset name % of fund net assets New

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How to fill out coordinated portfolio investment survey

01

To fill out the coordinated portfolio investment survey, follow these steps: 1. Start by collecting all the necessary information and data required for the survey.

02

Begin with the general information section, which includes details like the name of the reporting entity, contact information, and reporting period.

03

Move on to the portfolio investment assets section and provide the required information about the holdings, such as the type of security, country of residence, and market value.

04

Fill in the details for portfolio investment liabilities, including information about debt securities, loans, and other forms of borrowing.

05

Proceed to the transaction information section and provide data on the purchases, sales, and changes in ownership of portfolio investment instruments.

06

Finally, review and double-check all the provided information before submitting the survey to ensure accuracy and completeness.

Who needs coordinated portfolio investment survey?

01

Coordinated portfolio investment surveys are typically required by financial regulators, central banks, and government entities.

02

These surveys help monitor and analyze the flow of portfolio investments across different countries and provide valuable insights into the global financial landscape.

03

Portfolio managers, financial institutions, and investors may also use these surveys to assess market trends, make informed investment decisions, and manage portfolio risk.

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What is coordinated portfolio investment survey?

The Coordinated Portfolio Investment Survey (CPIS) is a data collection initiative that aims to provide comprehensive information on cross-border investments in portfolio assets by countries. It collects data on the value and geography of portfolio investment to enhance understanding of global investment patterns.

Who is required to file coordinated portfolio investment survey?

Entities that hold portfolio investments and are required to report under the CPIS typically include financial institutions, investment funds, and other institutional investors that make cross-border investments.

How to fill out coordinated portfolio investment survey?

To fill out the CPIS, filers must gather the necessary data related to their cross-border portfolio investments, including details on the types of assets held, their geographical distribution, and the valuation. They should follow specific guidelines provided by the reporting authority for accurate completion.

What is the purpose of coordinated portfolio investment survey?

The purpose of the CPIS is to gather and analyze data on portfolio investments across countries, facilitating better understanding of global capital flows, informing policy decisions, and improving the transparency of financial markets.

What information must be reported on coordinated portfolio investment survey?

The information reported in the CPIS typically includes the value of portfolio investments, types of instruments, geographical distribution of investments, counterparty details, and any relevant breakdowns by security type or sector.

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