Forms & Downloads

List of documents to download

Generate KiwiSaver Annual Report 2020

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

Generate KiwiSaver Scheme Product Disclosure Statement 20.11.2020

Generate KiwiSaver Scheme Product Disclosure Statement.pdf (2,978.6 KB)

Generate KiwiSaver Scheme Supplementary Brochure 15.12.2020

Generate KiwiSaver Scheme Supplementary Brochure.pdf (6,996.5 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 11-2020

Generate KiwiSaver Application Form11-2020.pdf (636.8 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 30.09.2020

Generate Portfolio Holdings 30.09.2020.pdf (286.4 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 QFE Disclosure Statement

QFE Disclosure Statement Generate 11.11.20.pdf (491.3 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 01.01.2021 - 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.pdf (59.3 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 01.01.2021 to 31.03.2021

Satisfaction Survey Prize Draw terms and conditions 01.01.2021 to 31.03.2021.pdf (137.3 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 01.01.21 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

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

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)