List of documents to download
Generate KiwiSaver Scheme 2019 Annual Report
Generate KiwiSaver Scheme Annual Report 2019.pdf (605.8 KB)
Responsible Investment Policy
Generate KS Responsible Investment Policy 20.09.19.pdf (911.8 KB)
Generate Product Disclosure Statement 20.09.2019
Generate KiwiSaver PDS Final 20.09.2019.PDF (2,951.0 KB)
Generate Supplementary Brochure 20.09.2019
Generate KiwiSaver Supplementary Brochure 20.09.2019.PDF (2,298.9 KB)
Generate Statement of Investment Policy and Objectives
Generate KS SIPO 20.09.19.PDF (929.6 KB)
Generate Other Material Information
Generate KS OMI 20.09.19.PDF (956.4 KB)
Generate Unit Trust Scheme Product Disclosure Statement
Generate Unit Trust Scheme Product Disclosure Statement 03.10.2019.pdf (895.9 KB)
Generate Unit Trust Application Individual-Joint 03.10.19
Generate Unit Trust Application Individual-Joint 03.10.19.pdf (824.4 KB)
Generate Unit Trust Application Minor 03.10.19
Generate Unit Trust Application Minor 03.10.19.pdf (851.6 KB)
Generate Unit Trust Application Entity 03.10.19
Generate UT Application Entity.pdf (2,735.6 KB)
Generate Unit Trust Direct Debit 03.10.19
Generate Unit Trust Direct Debit 03.10.19.pdf (446.2 KB)
Generate Unit Trust Scheme Statement of Investment Policy and Objectives
Generate Unit Trust Scheme SIPO 03.10.2019.pdf (774.6 KB)
Generate Unit Trust Scheme Other Material Information
Generate UT OMI 10-19.pdf (916.8 KB)
Generate KiwiSaver Scheme 2018 Annual Report
Generate Annual Report 2018 FINAL.pdf (879.1 KB)
Generate KiwiSaver Portfolio Holdings 31.03.2019
Generate KiwiSaver Portfolio Holdings 31.03.2019.pdf (1,264.8 KB)
Generate Application Form
Generate KiwiSaver Dynamic Application Form 20.09.19.pdf (354.7 KB)
Direct Debit Form
Generate KS Direct Debit Form.pdf (328.9 KB)
Preferred Provider Form
12. Generate Preferred Provider Form 09-16 dynamic.pdf (139.2 KB)
Generate KiwiSaver Scheme Trust Deed
Generate KiwiSaver Trust Deed - 25 August 2016.pdf (2,336.8 KB)
Generate QFE Disclosure Statement
QFE Disclosure Statement Generate Group 07-09-16.pdf (117.4 KB)
Generate and Win - How to Enter
Generate and Win Mar 2020.pdf (242.3 KB)
Voluntary Lump Sum Form
generate-voluntary-lump-sum-form.pdf (226.3 KB)
Trans Tasman Transfer Form
trans-tasman-transfer-form.pdf (271.6 KB)
NZ Super Transfer Form
generate-nz-super-transfer-form.pdf (33.3 KB)
Acting on Behalf of Form
generate-acting-on-behalf-of-form.pdf (162.2 KB)
Investor Confirmation Form RFA
9. Generate Investor Confirmation Form RFA 09-16 dynamic.pdf (160.5 KB)
Investor Confirmation Form AFA & QFE
10. Generate Investor Confirmation Form AFA QFE 09-16 dynamic.pdf (153.3 KB)
Generate KiwiSaver Scheme Annual Report 2015
Generate Annual Report 2015.pdf (3,133.9 KB)
Generate KiwiSaver Scheme Annual Report 2016
Generate KiwiSaver Annual Report for the period ended 31 March 2016.pdf (568.6 KB)
Satisfaction Survey Prize Draw Terms and Conditions
Satisfaction Survey Prize Draw Ts & Cs 01.07.19 - 30.09.19.pdf (532.8 KB)
First Home Purchase Withdrawal Form
8. Generate First or Second-Chance Home Withdrawal Form 09-16.pdf (326.7 KB)
Retirement Withdrawal Form
20. Generate Retirement Withdrawal Form 12-16.pdf (293.9 KB)
Serious Illness Withdrawal Form
serious-illness-form.pdf (280.2 KB)
Permanent Emigration Withdrawal Form
11. Generate Permanent Emigration Form 09-16.pdf (257.1 KB)
Deceased Member Withdrawal Form
7. Generate Deceased Member Withdrawal Form 09-16.pdf (275.7 KB)
Retirement Withdrawal, Amendment and Cancellation Form
subsequent-retirement-withdrawal-aemdment-and-cancellation-form.pdf (206.7 KB)
Direct Debit Terms and Conditions
CONDITIONS OF INSTRUCTION TO ACCEPT DIRECT DEBITS.pdf (196.4 KB)
Asset Switch / Changing Investment Options Form
Generate Changing Investment Options Form 08-18.pdf (139.6 KB)
Generate Annual Report 2017
Generate Annual Report 2017 FINAL.pdf (873.9 KB)
Gisborne Home Show Prize Draw - Terms and Conditions
Gisborne Home Show Prize Draw - Terms and Conditions.pdf (171.0 KB)
Nelson Home and Garden Show - Terms and Conditions
Nelson - Home and Garden Show - Terms and Conditions.pdf (166.1 KB)
Generate and Win - How to Enter - March 2020
Generate and Win Mar 2020.pdf (242.3 KB)