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How are you saving for your future? ANZ Kiwi Saver Scheme INVESTMENT STATEMENT 17 SEPTEMBER 2015 1 Important information (The information in this section is required under the Securities Act 1978.)
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How to Fill Out ANZ KiwiSaver Investment Statement:

01
Obtain the ANZ KiwiSaver Investment Statement form from ANZ's website or a local branch.
02
Begin by filling out your personal details, including your name, address, date of birth, and contact information.
03
Provide your KiwiSaver account number and the date on which you are completing the form.
04
Review and understand the investment options available to you within the ANZ KiwiSaver scheme.
05
Assess your risk tolerance and choose the investment fund(s) that align with your objectives.
06
Indicate the amount or percentage of your contribution that you would like to allocate to each fund.
07
If you wish to switch your existing investments, complete the relevant section of the form.
08
If applicable, declare any relations or affiliations with a member of the ANZ Group.
09
Review the declaration and ensure all information provided is accurate and complete.
10
Sign and date the ANZ KiwiSaver Investment Statement form.
11
Submit your completed form to ANZ via mail, email, or by visiting a local branch.

Who Needs ANZ KiwiSaver Investment Statement?

01
Individuals who have an active KiwiSaver account with ANZ.
02
Anyone who wants to review and understand the investment options available to them within the ANZ KiwiSaver scheme.
03
Individuals who wish to make contributions or switch investments within their ANZ KiwiSaver account.
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Anz KiwiSaver Investment Statement is a document that provides information on the investment options, fees, returns, and risks associated with the KiwiSaver investment.
All KiwiSaver providers are required to provide an annual Investment Statement to their members.
KiwiSaver members can obtain a copy of the Investment Statement from their provider and review the information provided to make informed decisions regarding their investments.
The purpose of the Investment Statement is to provide transparency and disclosure to KiwiSaver members about their investment options and performance.
The Investment Statement must include information on the fund's objectives, fees, performance, risks, and any changes in the investment strategy.
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