List of documents to download
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 11.02.2021
Generate KiwiSaver Scheme Supplementary Brochure 11-02-21.pdf (3,851.2 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 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 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
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 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 31.12.2020
Q4 December 2020.pdf (194.6 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 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 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 Prize Draw 01.01.2021 - 31.03.2021
Generate and Win Prize Draw 01.01.2021 - 31.03.2021.pdf (84.8 KB)
Generate and Win - Entry Form
Generate and Win Referral Entry Form 03-2021.pdf (68.0 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)
Satisfaction Survey Prize Draw terms and conditions 01.01.2021 to 31.03.2021
Satisfaction Survey Prize Draw terms and conditions 01.01.21 - 31.03.21.pdf (113.4 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)
Exit Survey Prize Draw terms and conditions 01.01.21 to 31.03.21
Exit Survey Prize Draw terms and conditions 01.01.21 to 31.03.21.pdf (137.2 KB)
Voluntary Lump Sum Form
Generate Voluntary Lump Sum Form 01-2021.pdf (804.6 KB)
Trans Tasman Transfer Form
Generate KS Trans Tasman Transfer Form 02-21.pdf (211.6 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)
Generate Investor Confirmation Form
Generate KiwiSaver Investor Confirmation Form March 2021.pdf (134.0 KB)
First Home Purchase Withdrawal Form
Generate KS First Home Withdrawal Form 01-21.pdf (261.5 KB)
Retirement Withdrawal Form
Generate KS Retirement Withdrawal Form 01-21.pdf (449.9 KB)
Serious Illness Withdrawal Form
serious-illness-form.pdf (568.5 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 - 17 December 2020.pdf (3,694.7 KB)
Generate Waikato Autumn Home Expo iPad 9-11 April 21 T&C's
Generate Waikato Autumn Home Expo iPad 9-11 April 21.pdf (617.5 KB)
Generate Taranaki Home & Lifestyle Expo 16 -19 April 2021
Generate Taranaki Home & Lifestyle Expo 16 -19 April 2021.pdf (202.8 KB)