Forms & Downloads

List of documents to download

Responsible Investment Policy 30.09.18

Generate KS Responsible Investment Policy 30.09.18.pdf (990.9 KB)

Generate Product Disclosure Statement 30.09.18

Generate PDS 30.09.18.pdf (3,847.5 KB)

Generate Supplementary Brochure 30.09.18

Generate Supplementary Brochure 30.09.18.pdf (3,537.0 KB)

Generate Statement of Investment Policy and Objectives 30.09.18

Generate KS Statement of Investment Policy & Objectives (SIPO) 30.09.18.pdf (987.7 KB)

Generate Other Material Information 30.09.18

Generate KS Other Material Information (OMI) 30.09.18.pdf (1,082.6 KB)

Generate KiwiSaver Scheme 2018 Annual Report

Generate Annual Report 2018 FINAL.pdf (879.1 KB)

Generate KiwiSaver Portfolio Holdings 2018.09.30

Generate KiwiSaver Portfolio Holdings 2018.09.30.pdf (1,277.9 KB)

Generate Application Form

Generate Application Form 09-18 Dynamic Final.pdf (197.5 KB)

Direct Debit Form

Generate Direct Debit Form 06-2017 _updated.pdf (181.2 KB)

Preferred Provider Form

12. Generate Preferred Provider Form 09-16 dynamic.pdf (139.2 KB)

Latest KiwiSaver Survey

KiwiSaver_Survey_2017Q1_Final.pdf (235.7 KB)

Generate KiwiSaver Scheme Trust Deed

Generate KiwiSaver Trust Deed - 25 August 2016.pdf (2,336.8 KB)

Generate QFE Disclosure Statement

QFE Disclosure Statement Generate Group 07-09-16.pdf (117.4 KB)

Generate and Win - How to Enter

Generate and Win March 2019.pdf (311.1 KB)

Voluntary Lump Sum Form

generate-voluntary-lump-sum-form.pdf (226.3 KB)

Trans Tasman Transfer Form

trans-tasman-transfer-form.pdf (271.6 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)

Investor Confirmation Form RFA

9. Generate Investor Confirmation Form RFA 09-16 dynamic.pdf (160.5 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 01.10.18 - 31.12.18.pdf (143.2 KB)

First Home Purchase Withdrawal Form

8. Generate First or Second-Chance Home Withdrawal Form 09-16.pdf (326.7 KB)

Retirement Withdrawal Form

20. Generate Retirement Withdrawal Form 12-16.pdf (293.9 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

subsequent-retirement-withdrawal-aemdment-and-cancellation-form.pdf (206.7 KB)

Generate Login Reminder Prize Draw

Login Reminder Prize Draw Ts & Cs 09.08.17 to 31.08.17.pdf (220.4 KB)

Direct Debit Terms and Conditions


Asset Switch / Changing Investment Options Form

Generate Changing Investment Options Form 08-18.pdf (139.6 KB)

Generate Facebook Money Tip Prize Draw terms and conditions

iPad Ts & Cs - Facebook Money Tip.pdf (95.2 KB)

Generate Facebook Some Advice is better than others Prize Draw

iPad Ts & Cs - Facebook Some Advice is better than others Prize Draw.pdf (94.9 KB)

Facebook Happy Pup Prize Draw

iPad Ts & Cs - Facebook Happy Pup Prize Draw.pdf (95.5 KB)

Generate $1,000 2018 Prize Draw Terms & Conditions

Generate $1,000 2018 Prize Draw Ts & Cs.pdf (139.1 KB)

Generate Annual Report 2017

Generate Annual Report 2017 FINAL.pdf (873.9 KB)

Ken Knight September 2018 Prize Draw terms and conditions

Ken Knight September Prize Draw.pdf (149.5 KB)

Eight Buffet Ts & Cs - WeChat Prize Draw 01

Eight Buffet Ts & Cs - WeChat Prize Draw 01.pdf (471.0 KB)