Forms & Downloads

List of documents to download

Generate KiwiSaver Scheme Product Disclosure Statement 16.05.2022

Generate KS PDS 16-05-22.pdf (797.7 KB)

Generate KiwiSaver Scheme Supplementary Brochure 18.08.2022

Generate KS Sup Bro 08-2022.pdf (3,370.6 KB)

Generate KiwiSaver Statement of Investment Policy and Objectives

Generate KS SIPO 05-2022.pdf (747.3 KB)

Generate KiwiSaver Other Material Information

Generate KS OMI 05-2022.pdf (740.3 KB)

Generate KiwiSaver Portfolio Holdings 31.03.2022

Generate Portfolio Holdings 31.03.2022.pdf (778.4 KB)

Generate Responsible Investment Policy

Generate KiwiSaver RI Policy 14.08.2020.pdf (916.7 KB)

Generate KiwiSaver Annual Report 2021

Generate KiwiSaver Annual Report 2021.pdf (2,426.6 KB)

Generate KiwiSaver Annual Report 2020

Generate KiwiSaver Annual Report 2020.pdf (1,281.9 KB)

Generate KiwiSaver Application Form May 16.05.2022

Generate KS Application 05-22.pdf (381.2 KB)

Generate KiwiSaver Direct Debit Form

KiwiSaver Direct Debit Form.pdf (362.9 KB)

Generate KiwiSaver Preferred Provider Form

Generate KS Preferred Provider Form 07-21.pdf (131.4 KB)

Generate KiwiSaver Investor Confirmation Form

Generate KS Investor Confirmation Form 09-21.pdf (142.6 KB)

Generate KiwiSaver Voluntary Lump Sum Form

Generate KS Voluntary Lump Sum Form 05-22.pdf (182.8 KB)

Generate KiwiSaver Trans Tasman Transfer Form

Generate KS Trans Tasman Transfer Form 05-21.pdf (372.7 KB)

Generate KiwiSaver First Home Purchase Withdrawal Form

Generate KS First Home Withdrawal Form 05-21.pdf (345.3 KB)

Generate KiwiSaver Retirement Withdrawal Form

Generate KS Retirement Withdrawal Form 05-21.pdf (452.4 KB)

Generate KiwiSaver Serious Illness Withdrawal Form

Generate KS Serious Illness Form 05-21.pdf (275.9 KB)

Generate KiwiSaver Permanent Emigration Withdrawal Form

Generate KS Permanent Emigration Form 05-21.pdf (256.2 KB)

Generate KiwiSaver Deceased Member Withdrawal Form

Generate KS Deceased Member Withdrawal Form 05-21.pdf (379.8 KB)

Generate KiwiSaver Retirement Withdrawal, Amendment and Cancellation Form

13. Subsequent Retirement Withdrawal, Amendment and Cancellation Form.pdf (175.1 KB)

Generate KiwiSaver Australian Superannuation Retirement Withdrawal

Generate KS Australian Superannuation Retirement Withdrawal Form 05-21.pdf (433.5 KB)

Generate KiwiSaver Asset Switch/Changing Investment Options Form

Generate KS Changing Investment Strategy Form 05-22.pdf (221.9 KB)

Generate KiwiSaver Scheme Trust Deed

Generate KiwiSaver Scheme Trust Deed - 17 December 2020.pdf (2,854.7 KB)

Deed of Amendment Generate KiwiSaver Scheme Trust Deed

Deed of Amendment Generate KiwiSaver Scheme Trust Deed.pdf (483.5 KB)

Generate Unit Trust Scheme (Managed Funds) Product Disclosure Statement

Generate MF PDS 25-07-2022.pdf (723.8 KB)

Generate Unit Trust Scheme (Managed Funds) Statement of Investment Policy and Objectives

Generate MF SIPO 05-2022.pdf (637.5 KB)

Generate Unit Trust Scheme (Managed Funds) Other Material Information

Generate MF OMI 05-2022.pdf (650.2 KB)

Generate Unit Trust Annual Report 2021

Generate Unit Trust Annual Report 2021.pdf (445.5 KB)

Generate Unit Trust Annual Report 2020

Generate Unit Trust Annual Report 2020.pdf (431.8 KB)

Generate Managed Funds Application For Individual-Joint

Generate MF Application Individual-Joint 07-22.pdf (145.8 KB)

Generate Managed Funds Application For Minor

Generate MF Application Minor 07-22.pdf (152.1 KB)

Generate Managed Funds Application For Joint-Minor

Generate MF Application Joint-Minor 07-22.pdf (168.9 KB)

Generate Managed Funds Application For Entity

Generate MF Application Company-Partnership-Entity 07-22.pdf (270.6 KB)

Generate Managed Funds Withdrawal Form for Entities

Generate MF Redemption Withdrawal Form Entity 07-22.pdf (237.7 KB)

Generate Managed Funds Withdrawal Form: Individual and Joint Account Holders

Generate MF Redemption Withdrawal Form Individual Joint 07-22_.pdf (216.9 KB)

Generate Managed Funds Application For Trust-Deceased Estate

Generate MF Application Trust-Deceased Estate 07-22.pdf (265.3 KB)

Generate Managed Funds Changing Investment Strategy Form

Generate MF Changing Investment Strategy Form 05-22.pdf (206.7 KB)

Generate Managed Funds Voluntary Lump Sum Form

Generate MF Voluntary Lump Sum Form 05-22.pdf (177.0 KB)

Generate Managed Funds Direct Debit

Generate MF Direct Debit 07-22.pdf (95.5 KB)

Generate Unit Trust Scheme Trust Deed

Generate Unit Trust Scheme Trust Deed - 17 December 2020.pdf (3,694.7 KB)

Deed of Amendment of Establishment Deed Generate Focused Growth Trust

Deed of Amendment of Establishment Deed Generate Focused Growth Trust.pdf (189.3 KB)

Generate FAP Disclosure Statement

Generate FAP Disclosure.pdf (154.8 KB)

Generate Direct Debit Terms and Conditions

Conditions of instructions to accept Direct Debits.pdf (173.8 KB)

Generate and Win Prize Draw - Entry Form

Generate and Win Referral Entry Form - July 22.pdf (225.4 KB)

Generate Satisfaction Survey Prize Draw terms and conditions 01.07.2022 - 30.09.2022

Customer Satisfaction Survey - T&C 01.07.2022-30.09.2022.pdf (120.6 KB)

Generate Exit Survey Prize Draw terms and conditions 01.07.2022 - 30.09.2022

Exit Survey Prize Draw - T&C 01.07.2022-30.09.2022.pdf (184.3 KB)