I confirm that:
I have read the current Product Disclosure Statement (PDS) for the Lifestages KiwiSaver Scheme and agree to be bound by its terms.
The information I have supplied in this form is true and correct.
I understand that my change(s) will be implemented once my application has been accepted by FANZ and/or the Supervisor.
I understand that before processing my request, FANZ may require me to provide identity documents if I have not previously provided them.
I understand that once FANZ and/or the Supervisor has received my request, that request is irrevocable, unless otherwise agreed by FANZ.
I understand that where I have invested in both investment funds, values may change at a different rate. I also understand that FANZ will automatically rebalance my allocations between investment funds back to my selected investment profile on an annual basis and I authorise FANZ to undertake such rebalancing.
I understand that where I have selected the 'Lifestages Auto' option FANZ will automatically adjust my allocation between investment funds based on predetermined exposures for my age group, and I authorise FANZ to make such adjustments. I also understand that FANZ may change the Lifestages Auto option age ranges and fund exposures at any time. If this occurs, my allocations will be adjusted accordingly.
I acknowledge that neither the Supervisor, FANZ, SBS Bank or any other person will be liable to me for any loss as a consequence of my choice of investment strategy, my choice to invest through the 'Lifestages Auto' option, or any choice of investment strategy I make in the future, and that my investment in the Scheme is not guaranteed by any person.
I understand that PIE Tax will be deducted from the fund or portfolio I switch out of, where applicable.
I consent to the Bank giving my personal information to the Bank's subsidiaries or any assignees or potential assignees.
I consent to the Bank using my personal information for:
- marketing goods and services provided by the Bank and its assignees or subsidiaries; and
- communicating with me, including by way of email and other electronic or social media means, in connection with administering, financing, insuring or enforcing my accounts and any other product or ser-vice provided by the Bank to me.
I acknowledge that investments in the Scheme do not constitute bank deposits or liabilities of SBS Bank and that SBS Bank does not stand behind the capital value and performance of the securities.