Booster KiwiSaver Scheme documents
In this section, you'll find documents for the Booster KiwiSaver Scheme. You can download them in mybooster too!
Forms
Other forms?
All other forms can be downloaded from the ‘My account’ page in mybooster, which you can access here.
Financial Advisers
If you have a financial adviser, we recommend that you talk to them before you complete and submit any forms. They’ll be able to give you personalised advice based on your particular financial situation. If you’re not sure who your adviser is, please contact us.
Significant financial hardship forms
For significant financial hardship withdrawals, you'll need to request a copy of the form directly from us or your financial adviser. This is so we can help you through the process. You can call us on 0800 336 338 or email us.
Do it online in mybooster
Did you know that you can update your contact details, download a first home entitlement letter, set up a direct debit (DD) and switch funds in mybooster without having to complete a separate form?
Log in to mybooster and visit your KiwiSaver homepage to switch funds, go to the myaccount page to update your details and check the Quick access menu to set up a DD and access the 1st home entitlement letter.
Completed forms
Please email your completed form, along with any supporting documents, to kiwisaver@booster.co.nz. If you need any help, please contact us!
Product disclosure statements
These are updated from time to time so they always have the latest information. You can read the latest Product Disclosure Statements below or find them in the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’.
Multi-sector Funds and Cash Fund
PDF (1.2MB)Socially Responsible Investment Funds
PDF (908kB)Default Saver Fund
PDF (1MB)Asset Class Funds
PDF (920kB)Booster KiwiSaver Scheme Application Form and Product Disclosure Statements – all funds
Interactive (2.6MB)KiwiSaver Quarterly Fund Updates
Interested in viewing our Quarterly Fund Updates? You can review the quarterly summaries for each fund in the Booster KiwiSaver Scheme, below.
If you are looking for Quarterly Fund Updates earlier than the ones listed below, go to the Disclose Register. Choose ‘Search Offers’ and search for ‘Booster’.
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Socially Responsible Moderate Fund
Socially Responsible Balanced Fund
Socially Responsible Growth Fund
Other documents
Other Material Information
PDF (502kB)Additional Other Material Information
PDF (68kB)Statement of Investment Policy and Objectives
PDF (369kB)Free Accidental Death Cover
PDF (95kB)Responsible Investment Policy Statement
PDF (198kB)Guide to verification and certification of identity documents
PDF (69kB)How do I calculate my Prescribed Investor Rate (PIR)?
PDF (63kB)How can I make voluntary contributions?
PDF (78kB)Trust Deed
PDF (3.2MB)Annual Report
PDF ( 223kB)Financial Statements
PDF (1.4MB)Periodic disclosure statements
These periodic disclosure statements are archived. They were prepared in accordance with the KiwiSaver Periodic Disclosure and Regulations 2013.
They provided important information about the investment funds in the Grosvenor KiwiSaver Scheme, including details about the performance of each fund and the fees charged for each fund.
Periodic disclosure statements are shown below. Click on the year to expand, then select a PDF or CSV file to download or open it.
Annual Disclosure Statements
Year ending 31 March 2016
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
Quarterly Disclosure Statements
30 June 2016
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
Quarterly Disclosure Statements
31 March 2016
Socially Responsible Investment Balanced Fund
Annual Disclosure Statements
Year ending 31 March 2015
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
Quarterly Disclosure Statements
31 December 2015
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
30 September 2015
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
30 June 2015
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
Trans-Tasman Share Fund
31 March 2015
Socially Responsible Investment Balanced Fund
Annual Disclosure Statements
Year ending 31 March 2014
Socially Responsible Investment Fund
Quarterly Disclosure Statements
31 December 2014
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
30 September 2014
Socially Responsible Investment Balanced Fund
Socially Responsible Investment Growth Fund
31 March 2014
Quarterly Disclosure Statements
31 December 2013
Socially Responsible Investment Fund
31 September 2013
Interactive PDFs
Some of our forms are interactive PDFs and are labelled.
If you're using Internet Explorer 11, Chrome or Safari, you can fill in an interactive PDF form using your browser.
If you're using Edge, Firefox or an earlier version of Internet Explorer, you'll have to download an interactive PDF form and open it in Adobe Acrobat Reader. Then you can fill in the form on your computer.
When you've filled in the form, remember that you need to print and sign it before emailing or posting it back to us.