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Product Disclosure Statement Offer of membership in a retirement savings scheme called the Summer Kiwi Saver scheme Date: 12 December 2022 Issuer: Forsyth Barr Investment Management Limited This document
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How to fill out summer kiwisaver scheme product

01
First, ensure you are eligible to join KiwiSaver and choose Summer KiwiSaver scheme as your provider.
02
Fill out the KiwiSaver application form with your personal details such as name, date of birth, IRD number, and contact information.
03
Select your contribution rate and investment options based on your financial goals and risk tolerance.
04
Provide your bank account details for contributions to be deducted from your salary or to make voluntary contributions.
05
Review and sign the completed form before submitting it to Summer KiwiSaver scheme for processing.

Who needs summer kiwisaver scheme product?

01
Individuals who are looking to save for their retirement and want to benefit from government contributions and employer matching.
02
Those who want a flexible and tax-efficient way to invest their savings for the long term.
03
People who are eligible for KiwiSaver and want to take advantage of the various investment options offered by Summer KiwiSaver scheme.
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The Summer KiwiSaver Scheme product is a savings initiative in New Zealand designed to help residents save for retirement, specifically during the summer months by promoting additional contributions to their KiwiSaver accounts.
Individuals who are participating in the Summer KiwiSaver Scheme and those responsible for managing their KiwiSaver accounts are required to file the Summer KiwiSaver Scheme product.
To fill out the Summer KiwiSaver Scheme product, participants must complete the appropriate forms provided by their KiwiSaver provider, including personal information, contribution details, and confirm their eligibility for the scheme.
The purpose of the Summer KiwiSaver Scheme product is to encourage individuals to increase their retirement savings during the summer period, fostering better financial readiness for retirement.
It is necessary to report personal details, contribution amounts, account information, and any changes in eligibility or personal circumstances related to the Summer KiwiSaver Scheme.
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