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simplicity — Annual Report

Document dated 2023-09-30 (quarter ending 2023-09-30). 1 source document on file.

Scheme annual report: auditor opinion, material events for the year, compliance breaches, year-end AUM + member count by fund, trustee + director composition, related-party transactions. Source: FMA Disclose register.

Source documents

AI · API · Markdown

Machine-readable surface

Every fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.

Identifiers

Scheme
simplicity
Period
2023-09-30
Document type
AR
Source PDFs
1

Endpoints for simplicity AR 2023-Q3

GET/api/provider/simplicity/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.
GET/api/provider/simplicity/summary.mdtext/markdownProvider-level summary (markdown for LLMs).

One-click MCP install

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Install in Cursor1-click

Opens Cursor and adds the MCP server with one confirmation

VS Code
Install in VS Code1-click

Opens VS Code MCP install dialog

Full per-client guide + ChatGPT GPT setup at /api/mcp.

Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/provider/simplicity/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/simplicity/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp

# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }

# Claude Desktop (UI): Settings → Connectors → Add custom connector
#   URL: https://fundcompare.co.nz/mcp

# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.
Open MarkdownOpen Facts JSONCanonical HTML

FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare is not a Financial Advice Provider. Annual Reports are filed with the FMA Disclose register and are the authoritative source for scheme-level data. KiwiSaver® is a registered trademark of Inland Revenue.

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Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.

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