List of documents to download
Generate KiwiSaver Annual Report 2021
Generate KiwiSaver Annual Report 2021.pdf (858.2 KB)
Generate Unit Trust Annual Report 2021
Generate Unit Trust Annual Report 2021.pdf (445.5 KB)
Generate KiwiSaver Scheme Product Disclosure Statement 01.03.2021
Generate KiwiSaver Scheme Product Disclosure Statement 01.03.2021.pdf (2,783.6 KB)
Generate KiwiSaver Scheme Supplementary Brochure 22.09.2021
Generate KS Supplementary Brochure 22-09-21.pdf (655.1 KB)
Responsible Investment Policy
Generate KiwiSaver RI Policy 14.08.2020.pdf (916.7 KB)
Generate Statement of Investment Policy and Objectives
Generate KiwiSaver SIPO 14.08.2020.pdf (929.6 KB)
Generate Other Material Information
Generate KiwiSaver OMI 14.08.2020.pdf (956.4 KB)
Generate KiwiSaver Application Form March 2021
Generate KiwiSaver Application Form 03-21.pdf (910.3 KB)
Generate KiwiSaver Annual Report 2020
Generate KiwiSaver Annual Report 2020.pdf (1,281.9 KB)
Generate Unit Trust Annual Report 2020
Generate Unit Trust Annual Report 2020.pdf (431.8 KB)
Generate Unit Trust Scheme Product Disclosure Statement
Generate Unit Trust Product Disclosure Statement 11-2020.pdf (945.9 KB)
Generate Unit Trust Application Individual-Joint
Generate Unit Trust Application Individual-Joint 11-2020.pdf (826.9 KB)
Generate Unit Trust Application Minor
Generate Unit Trust Application Minor 11-2020.pdf (859.8 KB)
Generate Unit Trust Application Entity
Generate Unit Trust Application Entity 11-2020.pdf (831.8 KB)
Generate Unit Trust Direct Debit
Generate Unit Trust Direct Debit 03.10.19.pdf (446.2 KB)
Generate Unit Trust Redemption Withdrawal Form Entity
Generate Unit Trust Redemption Withdrawal Form Entity 05-21.pdf (289.3 KB)
Generate Unit Trust Redemption Withdrawal Form Individual Joint
Generate Unit Trust Redemption Withdrawal Form Individual Joint 05-21 .pdf (259.3 KB)
Generate Unit Trust Scheme Statement of Investment Policy and Objectives
Generate Unit Trust Scheme SIPO 30.10.20.pdf (811.0 KB)
Generate Unit Trust Scheme Other Material Information
Generate Unit Trust Scheme OMI 30.10.20.pdf (954.5 KB)
Generate KiwiSaver Portfolio Holdings 31.03.2021
Generate Portfolio Holdings 31.03.2021.pdf (250.0 KB)
KiwiSaver Direct Debit Form
Generate KS Direct Debit 03-20 (3).pdf (1,180.2 KB)
Preferred Provider Form
Generate KS Preferred Provider Form 07-21.pdf (131.4 KB)
Generate KiwiSaver Scheme Trust Deed
Generate KiwiSaver Scheme Trust Deed - 17 December 2020.pdf (2,854.7 KB)
Generate FAP Disclosure Statement
Generate FAP Disclosure Statement March 2021 Final.pdf (143.8 KB)
Generate KiwiSaver Scheme 2019 Annual Report
Generate KiwiSaver Scheme Annual Report 2019.pdf (605.8 KB)
Generate and Win - Entry Form
Generate and Win Referral Entry Form 03-2021.pdf (68.0 KB)
Generate and Win Prize Draw 01.07.21-30.09.21
Generate and Win Prize Draw 01.07.21-30.09.21.pdf (116.2 KB)
Generate and Win Prize Draw - 01.04.2021 - 30.06.2021
Generate and Win Prize Draw 01.04.2021 - 30.06.2021.pdf (121.1 KB)
Generate and Win
Generate and Win (1).pdf (378.0 KB)
Satisfaction Survey Prize Draw terms and conditions 01.07.21 - 30.09.21
Satisfaction Survey Prize Draw terms and conditions 01.07.21 - 30.09.21.pdf (109.2 KB)
Satisfaction Survey Prize Draw terms and conditions 01.04.2021 - 30.06.2021
Satisfaction Survey Prize Draw terms and conditions 01.04.21 - 30.06.21.pdf (116.9 KB)
Exit Survey Prize Draw terms and conditions 01.07.21 to 30.09.21
Exit Survey Prize Draw terms and conditions 01.07.21 to 30.09.21.pdf (132.2 KB)
Exit Survey Prize Draw terms and conditions 01.04.2021 - 30.06.2021
Exit Survey Prize Draw terms and conditions 01.04.21 to 30.06.21 FINAL.pdf (136.4 KB)
Generate Investor Confirmation Form
Generate KS Investor Confirmation Form 09-21.pdf (142.6 KB)
Voluntary Lump Sum Form
Generate Voluntary Lump Sum Form 09-21.pdf (357.6 KB)
Trans Tasman Transfer Form
Generate KS Trans Tasman Transfer Form 05-21.pdf (372.7 KB)
First Home Purchase Withdrawal Form
Generate KS First Home Withdrawal Form 05-21.pdf (300.9 KB)
Retirement Withdrawal Form
Generate KS Retirement Withdrawal Form 05-21.pdf (452.4 KB)
Serious Illness Withdrawal Form
Generate KS Serious Illness Form 05-21.pdf (275.9 KB)
Permanent Emigration Withdrawal Form
Generate KS Permanent Emigration Form 05-21.pdf (256.2 KB)
Deceased Member Withdrawal Form
Generate KS Deceased Member Withdrawal Form 05-21.pdf (379.8 KB)
Retirement Withdrawal, Amendment and Cancellation Form
13. Subsequent Retirement Withdrawal, Amendment and Cancellation Form.pdf (175.1 KB)
Australian Superannuation Retirement Withdrawal
Generate KS Australian Superannuation Retirement Withdrawal Form 05-21.pdf (433.5 KB)
Direct Debit Terms and Conditions
Conditions of instructions to accept Direct Debits.pdf (173.8 KB)
Asset Switch / Changing Investment Options Form
Generate Changing Investment Options Form 08-18.pdf (139.6 KB)
Generate Conflict of Interest and Related Party Transactions Policy
Generate Conflict of Interest and Related Party Transactions Policy Oct 19.pdf (126.9 KB)
Generate Unit Trust Scheme Trust Deed
Generate Unit Trust Scheme Trust Deed - 17 December 2020.pdf (3,694.7 KB)