DOCUMENT LIBRARY
Here you can download brochures, information and forms on all our services. If you can't find what you need, or you're unsure what form you need then get in touch with an Investment Adviser.
Craigs KiwiSaver Scheme
Craigs KiwiSaver Scheme Annual Report 2018
Craigs KiwiSaver Scheme Product Disclosure Statement
Craigs KiwiSaver Scheme Other Material Information
Craigs KiwiSaver Scheme Investment Options
Craigs KiwiSaver Scheme Preferred Provider Agreement
Craigs KiwiSaver Scheme Transfer to a Complying Australian Superannuation Scheme
Craigs KiwiSaver Scheme Investment Direction and Switch form
Craigs KiwiSaver Scheme Direct Debit form
Craigs KiwiSaver Scheme Authority to deduct from wages
Craigs KiwiSaver Scheme Annual Report 2017
Craigs KiwiSaver Scheme Financial Statements 2017
The Craigs KiwiSaver Scheme (Craigs KiwiSaver) is issued and managed by Craigs Investment Partners Superannuation Management Limited.
Withdrawal request - Age of entitlement
Withdrawal request - Deceased member
Withdrawal request - First home purchase
Withdrawal request - Deposit for first home
Withdrawal request - Income tax and student loan
Withdrawal request - Permanent emigration
Withdrawal request - Serious illness
Craigs Superannuation
Craigs Superannuation Annual Report 2018
Craigs Superannuation Product Disclosure Statement
Craigs Superannuation Other Material Information
Craigs Superannuation Investment Options
Craigs Superannuation Scheme SIPO
Craigs Superannuation Investment Direction and Switch form
Craigs Superannuation Annual Report 2017
Craigs Superannuation Financial Statements 2017
The Craigs Superannuation Scheme (Craigs Superannuation) is issued and managed by Craigs Investment Partners Superannuation Management Limited.
Managed Portfolio Service
UK Pension Transfers
superSTART
On Wednesday, 30 November 2016, the Craigs Investment Partners Superannuation Scheme superSTART® (‘superSTART®’) transitioned from the Securities Act 1978 to the Financial Markets Conduct Act 2013 (FMC Act). This means superSTART has been closed to new members since the transition date.
Existing member? There is no direct impact for you and how you manage your portfolio. If you still have questions, contact your Adviser.
Other forms and documents
Private Wealth Services brochure
Client Discovery Questionnaire
Identity Verification Authorisation form
ID requirements - Individual or Joint
QuayStreet Funds Product Disclosure Statement
Risk Profile & Asset Allocation Guide
Tax Residency Self certification - Individual
Tax Residency Self certification - Entities
Tax Residency Self certification - Controlling Person