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Product Disclosure Statement 20 September 2019 For an offer of membership in the Generate Kiwi Saver Schemes document replaces the Product Disclosure Statement dated 31 August 2019. This document

How to fill out kiwisaver scheme product disclosure

How to fill out kiwisaver scheme product disclosure

1. To fill out a KiwiSaver Scheme Product Disclosure, you need to follow these steps:
2. Start by reading the entire Product Disclosure Statement (PDS) provided by your KiwiSaver scheme provider.
3. Understand the key features, benefits, risks, and fees associated with the scheme.
4. Carefully consider your investment goals, financial situation, and risk tolerance.
5. Fill out the personal details section accurately, including your name, address, and contact information.
6. Provide information about your employment status and annual income.
7. Specify your contribution rate and frequency.
8. Choose your preferred investment fund or funds based on the PDS.
9. If you wish to make an initial deposit, indicate the amount you want to contribute.
10. Review the terms and conditions, along with the privacy policy, and ensure you understand them.
11. Sign and date the form to acknowledge that you have read and understood the PDS.
12. Submit the completed Product Disclosure form to your KiwiSaver provider, either physically or electronically.
13. It is advisable to seek financial advice or consult with a professional before filling out the KiwiSaver Scheme Product Disclosure.

Who needs kiwisaver scheme product disclosure?

1. Anyone who is eligible to join the KiwiSaver scheme and considering investing in it should have access to the KiwiSaver Scheme Product Disclosure.
2. This includes individuals who are employed, self-employed, or unemployed, as well as those who are planning for retirement or saving for their first home.
3. Understanding the details provided in the Product Disclosure Statement is essential to make informed decisions about fund selection, contribution rate, and risk appetite.
4. Therefore, anyone who wishes to make an informed investment decision in the KiwiSaver scheme should refer to the Product Disclosure Statement.

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What is kiwisaver scheme product disclosure?

The KiwiSaver scheme product disclosure is a document that provides potential and existing members with essential information about a KiwiSaver fund, including its investment objectives, risks, returns, fees, and management.

Who is required to file kiwisaver scheme product disclosure?

Providers of KiwiSaver schemes, including fund managers and financial institutions offering KiwiSaver products, are required to file the product disclosure statements.

How to fill out kiwisaver scheme product disclosure?

To fill out the KiwiSaver scheme product disclosure, providers must include details regarding the fund's investment strategy, risks, fees, performance history, governance, and other relevant information in a clear and concise manner.

What is the purpose of kiwisaver scheme product disclosure?

The purpose of the KiwiSaver scheme product disclosure is to ensure that consumers have access to important information to make informed decisions about their retirement savings and investments.

What information must be reported on kiwisaver scheme product disclosure?

The product disclosure must report information such as the fund's investment objectives, risk and return profile, management fees, performance history, significant risks, and details on how members can access their funds.