Amanah KiwiSaver Plan - Key Documents

Product Disclosure Statement

The Amanah KiwiSaver Plan Product Disclosure Statement (PDS) describes how Amanah KiwiSaver Plan works and provides you with information about who is involved in providing it. 

Before deciding to join Amanah KiwiSaver Plan, you should read the PDS, and if necessary, obtain independent financial advice. You can download a copy of the Amanah KiwiSaver Plan PDS at the below link - 

Application Form

You are required to complete the Amanah KiwiSaver Plan application form, and provide the listed supporting documents, to join Amanah KiwiSaver Plan (Please print in either colour or in greyscale).

Other Material Information

This document provides material information about Amanah KiwiSaver Plan to help you make an informed decision about investing. It is an important document and supports the PDS and SIPO. You can download a copy of the other material information document at the below link - 

Statement of Investment Policy and Objectives (sipo)

The Statement of Investment Policy and Objectives (SIPO) sets out the principles, rules and guidelines for how we manage Amanah KiwiSaver Plan. You can download a copy of the SIPO at the below link - 

GOVERNING DOCUMENTS

The Amanah KiwiSaver Plan is a unit trust governed by a Trust Deed between us and Trustees Executors Limited (the Supervisor). Amanah Growth Fund, the investment fund of Amanah KiwiSaver Plan, is governed by an Establishment Deed between us and the Supervisor. You can download copies of these documents at the below links - 

Fund Updates

Fund Updates for the previous four quarters can be found by clicking on the appropriate button below. Fund Updates prior to this time can be found on the Disclose Register of the New Zealand Companies Office

 

Annual Report

The most recent Annual Report for Amanah KiwiSaver Plan is for the period ended 31 March 2019. You can download a copy of the Amanah KiwiSaver Plan Annual Report at the below link - 

Financial Statements

The most recent financial statements for Amanah KiwiSaver Plan are for the period ended 31 March 2019. You can download a copy of these financial statements at the below link - 

FURTHER INFORMATION

Further information about Amanah KiwiSaver Plan, including a list of fund returns and full portfolio holdings, is available on the Companies Office Disclose Register (www.business.govt.nz/disclose) by searching "Amanah KiwiSaver Plan" on the offer register.