Superannuation documents and forms
In this section, you'll find documents and forms for the Fidelity Super-Super Plan, Number 3.
See how the Fidelity Super-Super Plan, Number 3 performs each month
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’ at https://disclose-register.companiesoffice.govt.nz.
Download the Fidelity Super-Super Plan, Number 3 Product Disclosure Statement – Sterling Funds and Multi-sector Funds (PDF 372kB)
Download the Fidelity Super-Super Plan, Number 3 Product Disclosure Statement – Single-sector and Specialty Funds (PDF 360kB)
Fidelity Super-Super Plan, Number 3 Application Form and Product Disclosure Statements – all funds (interactive PDF 499kB)
Other Material Information (PDF 277kB)
Statement of Investment Policy and Objectives (PDF 349kB)
Trust Deed (PDF 3.3MB)
Financial Statements 2016 (PDF 222kB)
Annual Report 2018 (PDF 216kB)
Financial Statements 2018 – for year ended 31 March 2018 (PDF 655kB)
Socially Responsible Investment policy statement (PDF 248kB)
Change of member details form (interactive PDF 98kB)
Confim your IRD number and PIR form (interactive PDF 116kB)
Conversion of pounds sterling form (PDF 73kB)
Direct debit form (interactive PDF 67kB)
Guide to calculating prescribed investor rate (PDF 37kB)
Guide to making payments and direct debit form (interactive PDF 80kB)
Guide to verification and certification of identity documents (PDF 47kB)
Investment switch form - Multi-sector and Single-sector funds (interactive PDF 89kB)
Investment switch form - Sterling funds (interactive PDF 83kB)
Withdrawal form (interactive PDF 193kB)
Withdrawal due to death of a member form (interactive PDF 196kB)
Withdrawal due to permanent emigration form (interactive PDF 151KB)
Withdrawal due to serious illness form (PDF 89kB)
Withdrawal due to total and permanent disablement form (interactive PDF 166kB)
Most 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.
Send us your completed form
It's quickest to email your completed form to us. You'll need to scan it and attach it to an email, along with any supporting documents. Email it to [email protected]
You can also post your completed form to us. Send it and any supporting documents to:
Booster Investment Management Limited
C/o Chief Operating Officer
PO Box 11872
Find out more
If you'd like more information or would like a copy of these documents:
- call us on 0800 336 338
- contact us
- speak with your financial adviser.
If you’d like to talk with a professional financial adviser who can look at your situation, we can put you in touch with someone in your area.