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MAS KiwiSaver Scheme Product Disclosure StatementIssued by Medical Funds Management Limited 9 October 2024This Product Disclosure Statement replaces the Product Disclosure Statement dated 2 August
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How to fill out sbs wealth kiwisaver scheme

01
Gather your personal information, including your IRD number, identification, and contact details.
02
Visit the SBS Wealth website or contact a representative to access the KiwiSaver application form.
03
Fill out the application form completely, providing accurate information as requested.
04
Choose your preferred KiwiSaver fund type based on your risk tolerance and investment goals.
05
Review the terms and conditions of the KiwiSaver scheme before submission.
06
Submit the completed application form online or via postal mail as instructed.
07
Set up regular contributions as required to start benefitting from the scheme.

Who needs sbs wealth kiwisaver scheme?

01
Individuals looking to save for retirement in New Zealand.
02
New employees wanting to start a KiwiSaver account to take advantage of employer contributions.
03
People seeking to save for their first home under the KiwiSaver HomeStart grant eligibility.
04
Those who want to invest in a managed fund that offers growth opportunities over the long term.
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The SBS Wealth KiwiSaver scheme is a savings initiative designed to help individuals in New Zealand save for retirement. It allows members to invest their contributions in a range of funds managed by SBS Bank.
Individuals who are members of the SBS Wealth KiwiSaver scheme are required to file the scheme documentation to ensure their accounts are up to date and contributions are accurately reported.
To fill out the SBS Wealth KiwiSaver scheme paperwork, members need to provide personal information, employment details, contribution preferences, and investment choices in the designated forms.
The purpose of the SBS Wealth KiwiSaver scheme is to encourage New Zealanders to save for retirement, providing them with a structured way to build their savings while receiving government contributions and employer matches.
Members must report personal details, contribution levels, investment choices, and any changes in circumstances that affect their retirement savings in the SBS Wealth KiwiSaver scheme.
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