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Craigs KiwiSaver Scheme Product Disclosure Statement 13 July 2023 Craigs Investment Partners Superannuation Management Limited This document replaces the Product Disclosure Statement dated 23 February
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01
Start by carefully reading the instructions on the craigs-kiwisaver-scheme-oformr-material-information form.
02
Gather all the necessary supporting documents, such as your identification proof, proof of address, and KiwiSaver account details.
03
Fill out the personal details section, providing accurate information about your name, contact details, and date of birth.
04
Proceed to fill out the KiwiSaver account information section, including your account number, provider name, and current contribution rate.
05
Complete the scheme selection section, indicating the specific KiwiSaver scheme you wish to join or switch to.
06
Provide your employment details, including your occupation, employer name, and employment start date.
07
If applicable, fill out the voluntary contributions section, detailing the frequency and amount of additional contributions you would like to make.
08
Review the completed form for accuracy and make any necessary corrections before submitting.
09
Make copies of the filled-out form and all supporting documents for your records.
10
Finally, submit the craigs-kiwisaver-scheme-oformr-material-information form to the designated authority or organization.

Who needs craigs-kiwisaver-scheme-oformr-material-information?

01
Individuals who wish to join or switch their KiwiSaver scheme to the Craigs KiwiSaver Scheme.
02
Those who want to provide updated material information to the Craigs KiwiSaver Scheme.
03
People who are required to fulfill legal or regulatory obligations related to their KiwiSaver investment.
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The craigs-kiwisaver-scheme-oformr-material-information is a specific reporting form that provides material information regarding the Craig's KiwiSaver scheme, which is a retirement savings plan in New Zealand.
The KiwiSaver scheme managers and any entities involved in managing or administering the Craig's KiwiSaver scheme are required to file the material information.
To fill out the form, one must follow the provided guidelines which include entering relevant financial details, scheme performance data, and compliance information as required by regulatory authorities.
The purpose is to ensure transparency and keep members informed about the scheme's performance, fees, and any material changes that may affect their investment.
The report must include details such as the scheme's investment strategy, financial statements, fee structures, and significant changes or events that impact the scheme.
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