AMP KiwiSaver Scheme

Why the AMP KiwiSaver Scheme? Scheme is a smart place for

The AMP KiwiSaver Scheme member fee is among the lowest. Default provider The AMP KiwiSaver Scheme is one of the Government-appointed KiwiSaver default providers. It’s a PIE The AMP KiwiSaver Scheme is a portfolio investment entity (PIE). It invests contributions from

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Significant financial hardship — KiwiSaver

All KiwiSaver schemes are trusts, with a licensed Supervisor or independent trustee who are independent of the provider. AMP is your KiwiSaver provider, and our role is to assess your application. However, it is the Supervisor who makes the final decision, taking into account your individual circumstances and the requirements of the KiwiSaver Act.

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KiwiSaver SIPO Shell - AMP

Contents Page Page 1. DescriptionoftheScheme 3 2. InvestmentPhilosophy 4 3. InvestmentObjective 6 4. InvestmentPolicies 6 CurrencyHedgingPolicyandMonitoringProcess 6

AMP Product Transfer Form

1 of 3. AMP Product Transfer Form. Use this form if you would like to transfer from an existing AMP investment product into either the AMP Investment Suite, WealthView, NZRT or

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New Zealand Retirement Trust Withdrawing Funds

5 of 5 WEL223919 07/20 IMPORTANT: 1. If yes, your savings will be paid once your employer has completed a leaving employment form and the final contributions have been received. 2. If the ‘member’s address’ information is not supplied all correspondence will be sent via the employer.

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FISHER FUNDS TWO KIWISAVER SCHEME

KiwiSaver can help you to save for your first home and offers great Government bonuses if you qualify. * As long as you are over 18 and not entitled to make a retirement withdrawal. How does it work? When you join, you become a member of Fisher Funds TWO KiwiSaver. Money you invest is used to buy units in the fund or funds that you are invested in.

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First Home Withdrawal Form - ANZ Bank New Zealand

• I haven’t made a first home withdrawal from a KiwiSaver scheme before. • I’ve been a member of a KiwiSaver scheme and/or a complying superannuation fund for a combined total of at least three years, OR Inland Revenue received a contribution to a KiwiSaver scheme for me at least three years ago.

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Significant financial hardship — KiwiSaver

and the requirements of the KiwiSaver Act. How do I apply for a hardship withdrawal? If you think you’re eligible for a KiwiSaver hardship withdrawal, follow the steps below. Step 1: Complete the application form in full. Step 2: Collect all of the supporting documents listed in the checklist (see page 3 of the application form).

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KiwiSaver Retirement Withdrawal Form - Investing

KiwiSaver Scheme or Fisher Funds TWO KiwiSaver Scheme account (“KiwiSaver account”). You can make a retirement withdrawal once you’ve reached the age of 65*. You do not have to withdraw all or any of your KiwiSaver savings immediately when you retire and there are many options (see Section 5) to help you with your retirement objectives.

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