List of documents to download
Generate KiwiSaver Annual Report 2020
Generate KiwiSaver Annual Report 2020.pdf (1,281.9 KB)
Generate Product Disclosure Statement 14.08.2020
Generate KiwiSaver PDS 14.08.2020.pdf (2,951.0 KB)
Generate KiwiSaver Scheme Supplementary Brochure 09.10.2020
Generate KS Supplementary Brochure Oct-2020.pdf (3,932.6 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 08-20
Generate KS Application 08-20.pdf (897.5 KB)
Generate Unit Trust Annual Report 2020
Generate Unit Trust Annual Report 2020.pdf (431.8 KB)
Generate Liquidity Policy 14.08.2020
Generate Liquidity Policy 14.08.2020.pdf (180.6 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 UT Application Individual-Joint.pdf (1,134.8 KB)
Generate Unit Trust Application Minor
3. Generate UT Application Minor 11-19.pdf (1,179.1 KB)
Generate Unit Trust Application Entity 03.10.19
Generate UT Application Entity.pdf (1,901.5 KB)
Generate Unit Trust Direct Debit 03.10.19
Generate Unit Trust Direct Debit 03.10.19.pdf (446.2 KB)
Generate Unit Trust Redemption Withdrawal Form
Generate Unit Trust Redemption Withdrawal Form.pdf (240.0 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 Portfolio Holdings 30.06.2020
Generate Portfolio Holdings 30.06.2020.pdf (1,298.8 KB)
KiwiSaver Direct Debit Form
Generate KS Direct Debit 03-20 (3).pdf (1,180.2 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
3. QFE Disclosure Statement Generate 31.10.19.pdf (132.1 KB)
Generate KiwiSaver Scheme 2019 Annual Report
Generate KiwiSaver Scheme Annual Report 2019.pdf (605.8 KB)
Generate and Win Prize Draw - 01.10.20 - 31.12.20
Generate and Win Prize Draw - 01.10.20 - 31.12.20.pdf (86.6 KB)
Generate and Win Prize Draw - 01.07.20 - 30.09.20
Generate and Win July 2020 - Terms and Conditions.pdf (486.0 KB)
Generate and Win - Entry Form
Generate and Win Referral Entry Form.pdf (74.4 KB)
Satisfaction Survey Prize Draw terms and conditions 01.10.20 - 31.12.20
Satisfaction Survey Prize Draw terms and conditions 01.10.20 - 31.12.20.pdf (117.6 KB)
Satisfaction Survey Prize Draw Terms and Conditions 01.07.20 - 30.09.20
Satisfaction Survey Prize Draw Terms and Conditions 01.07.20 - 30.09.20.pdf (117.0 KB)
Exit Survey Prize Draw terms and conditions 01.10.20 to 31.12.20
Exit Survey Prize Draw terms and conditions 01.10.20 to 31.12.20.pdf (118.1 KB)
Exit Survey Prize Draw Terms and Conditions 01.07.20 - 30.09.20
Exit Survey Prize Draw Terms and Conditions 01.07.20 to 30.09.20.pdf (116.9 KB)
Voluntary Lump Sum Form
Generate Voluntary Lump Sum Form 03-20 (2).pdf (572.3 KB)
Trans Tasman Transfer Form
21. Trans Tasman Transfer Form (from NZ) 01.20.pdf (204.3 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
8. Generate Investor Confirmation Form RFA 14.11.19.pdf (257.3 KB)
Investor Confirmation Form AFA & QFE
10. Generate Investor Confirmation Form AFA QFE 09-16 dynamic.pdf (153.3 KB)
First Home Purchase Withdrawal Form
8. Generate First or Second-Chance Home Withdrawal Form 09-16.pdf (326.7 KB)
Retirement Withdrawal Form
Generate KS Retirement Withdrawal Form 03-20 (2).pdf (471.7 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
13. Subsequent Retirement Withdrawal, Amendment and Cancellation Form.pdf (175.1 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.pdf (3,805.9 KB)