Forms & Downloads

List of documents to download

Generate KiwiSaver Scheme 2019 Annual Report

Generate KiwiSaver Scheme Annual Report 2019.pdf (605.8 KB)

Responsible Investment Policy

Generate KS Responsible Investment Policy 20.09.19.pdf (911.8 KB)

Generate Product Disclosure Statement 20.09.2019

Generate KiwiSaver PDS Final 20.09.2019.PDF (2,951.0 KB)

Generate KiwiSaver Scheme Supplementary Brochure May 2020

Generate KiwiSaver Supplementry Brochure 05-20.pdf (3,203.0 KB)

Generate Statement of Investment Policy and Objectives

Generate KS SIPO 20.09.19.PDF (929.6 KB)

Generate Other Material Information

Generate KS OMI 20.09.19.PDF (956.4 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 Scheme 2018 Annual Report

Generate Annual Report 2018 FINAL.pdf (879.1 KB)

Generate KiwiSaver Portfolio Holdings 30.09.2019

Generate KiwiSaver Portfolio Holdings 30.09.2019.pdf (1,666.9 KB)

Generate KiwiSaver Portfolio Holdings 31.03.2019

Generate KiwiSaver Portfolio Holdings 31.03.2019.pdf (1,264.8 KB)

Generate Application Form

Generate KS Application 09-19.pdf (354.7 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 and Win March 2020 - Terms and Conditions

Generate and Win Mar 2020 - Terms and Conditions.pdf (360.9 KB)

Generate and Win - Entry Form

Generate and Win Referral Entry Form.pdf (74.4 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)

Generate KiwiSaver Scheme Annual Report 2015

Generate Annual Report 2015.pdf (3,133.9 KB)

Generate KiwiSaver Scheme Annual Report 2016

Generate KiwiSaver Annual Report for the period ended 31 March 2016.pdf (568.6 KB)

Satisfaction Survey Prize Draw Terms and Conditions

Satisfaction Survey Prize Draw Ts Cs 01.04.20 - 31.06.20.pdf (166.2 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 Annual Report 2017

Generate Annual Report 2017 FINAL.pdf (873.9 KB)

Gisborne Home Show Prize Draw - Terms and Conditions

Gisborne Home Show Prize Draw - Terms and Conditions.pdf (171.0 KB)

Nelson Home and Garden Show - Terms and Conditions

Nelson - Home and Garden Show - Terms and Conditions.pdf (166.1 KB)

Te Ahuareka o Ngati Hine Festival 2019

Te Ahuareka o Ngati Hine Festival 2019.pdf (230.3 KB)

Exit Survey Prize Draw Terms and Condition

Exit Survey Prize Draw terms and conditions 01.04.20 to 30.06.20.pdf (162.8 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)