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Fidelity Kiwi Saver Scheme Investment Statement and application form Prepared as at 21 September 2012 Important information 1 (The information in this section is required under the Securities Act
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How to fill out fidelity kiwisaver scheme
How to fill out fidelity kiwisaver scheme:
01
Gather necessary documents: Before starting the process, make sure to collect all the required documents such as your identification proof, proof of address, and bank account details.
02
Visit the Fidelity KiwiSaver Scheme website: Access the official Fidelity KiwiSaver Scheme website, where you can find all the information and resources needed to fill out the scheme.
03
Understand the eligibility criteria: Familiarize yourself with the eligibility criteria for joining the Fidelity KiwiSaver Scheme. Ensure you meet the necessary requirements to become a member.
04
Choose the appropriate investment fund: Evaluate the available investment funds offered by Fidelity KiwiSaver Scheme and select the one that aligns with your investment goals and risk appetite.
05
Complete the application form: Fill out the application form provided on the Fidelity KiwiSaver Scheme website or request a physical copy if available. Provide accurate and up-to-date information in the form.
06
Provide supporting documents: Attach all the necessary supporting documents, such as identification proof and proof of address, along with your application form. Ensure that the copies are clear and legible.
07
Review the application: Carefully review all the details provided in the application form to ensure accuracy and completeness. Make any necessary corrections before submitting the form.
08
Submit the application: Once you have double-checked all the information, submit your completed application form and supporting documents through the specified method mentioned on the Fidelity KiwiSaver Scheme website.
Who needs fidelity kiwisaver scheme:
01
Individuals planning for retirement: The Fidelity KiwiSaver Scheme is suitable for individuals who want to save and invest for their retirement years. It provides a long-term investment option to accumulate funds for retirement.
02
New Zealand residents: The scheme is designed for New Zealand residents who are looking for a regulated and tax-effective vehicle to save for their future.
03
Individuals looking for investment options: The Fidelity KiwiSaver Scheme offers a range of investment funds, catering to different risk profiles. It is ideal for those who want to explore investment opportunities beyond traditional savings accounts.
04
Employees seeking employer contributions: Joining the Fidelity KiwiSaver Scheme can be beneficial for employees as some employers provide contributions to their employees' KiwiSaver accounts. Taking advantage of this scheme can help individuals grow their savings faster.
05
Individuals seeking government contributions: By becoming a member of the Fidelity KiwiSaver Scheme, individuals may also be eligible for the annual government contributions known as Member Tax Credits, as per the scheme's criteria.
Remember, it is always advisable to consult a financial advisor or the Fidelity KiwiSaver Scheme provider directly for personalized advice and guidance tailored to your specific financial situation and goals.
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What is fidelity kiwisaver scheme?
Fidelity KiwiSaver Scheme is a retirement savings scheme in New Zealand managed by Fidelity Life.
Who is required to file fidelity kiwisaver scheme?
Employers who have employees contributing to KiwiSaver are required to file the Fidelity KiwiSaver Scheme.
How to fill out fidelity kiwisaver scheme?
Employers can fill out the Fidelity KiwiSaver Scheme by providing relevant information about their employees' contributions and deductions.
What is the purpose of fidelity kiwisaver scheme?
The purpose of Fidelity KiwiSaver Scheme is to help individuals save for retirement by contributing a percentage of their income into a managed fund.
What information must be reported on fidelity kiwisaver scheme?
Employers must report the contributions made by employees, any deductions, and other relevant details related to KiwiSaver.
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