Forms & Downloads

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)