Quarterly attestation requirements

If you use a static trust or bank bond, you need to provide your trustee with information every quarter

About the attestation

If you use a static trust or bank bond, you need to provide an attestation every quarter to NZQA. The attestation is information about the student fees that need to be covered by your student fee protection arrangement.

See our table below for the timeframes for PTEs and trustees.

PTEs that use a standard trust do not need to submit a quarterly attestation.

What needs to be in the attestation?

The attestation should include the following information:

  • the maximum liability amount required to be held
  • the amount held by the trustee
  • confirmation of any drawdown requested (if applicable)
  • confirmation of any top up required, and confirmation it has been received (if applicable)

Attestation certificates

Use the attestation certificates below:

PTE Quarterly Attestation [DOCX, 16 KB]

Trustee Quarterly Attestation [DOCX, 19 KB]

When are attestations due?

Reporting quarter ending PTE attestation to trustee Trustee attestation to NZQA
28 February + 5 business days + 10 business days
31 May + 5 business days + 10 business days
31 August + 5 business days + 10 business days
30 November + 5 business days + 10 business days
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