Documents

Prior to 22 March 2024, the JMI Wealth KiwiSaver Scheme was named the Select KiwiSaver Scheme.

Product Disclosure Statement (PDS)

Other Material Information (OMI)

Statement of Investment Policy and Objectives (SIPO)

Growth Fund (September 2024)

Balanced Fund (September 2024)

Conservative Fund (September 2024)

Direct Debit

Contribution

Appoint or change adviser

Death benefit payment

Contribution change - non-employees

Bank account details

First home withdrawal

Retirement benefit application

Permanent emigration

Permanent emigration to Australia

Identity and address verification

Significant Financial hardship benefit claim

Annual report (31 March 2024)

Annual report (31 March 2023)

Annual report (31 March 2022)

Annual report (31 March 2021)

Quarterly Fund Updates