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)