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Phone: 0800 494 468
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Member Enrolment and Election Form
IWIinvestor's KiwiSaver Scheme
In order to meet our obligations under the AML/CPT Act 2009, we are required to verify your identity and address by documentary means.
Please provide your personal details using the form below to enable us to contact you to progress your application (including completion of our IWIinvestor KiwiSaver scheme member application form). Please note that this procedure will also apply where you are transferring from another KiwiSaver provider.
If you need any assistance in completing this enrolment, you can call us during business hours on 0800 IWI 123 (0800 494 123) or email us at email@example.com
Note * Indicates required fields
Indicates required field
Are you a NZ citizen or do you have NZ residency
Date of Birth
Do you currently recieve salary or wage payments?*
Employer's name (if applicable)
What percentage of salary/wage will you be contributing?
If you wish to contribute a lump sum or make regular contributions please download our direct debit form and send back to IWIinvestor with instructions.
Download IWIinvestor Direct Debit form below.
My prescribed investor tax rate is (please select one box)
Please refer to page 15 of the Investment Statement to determine the correct rate.
Please elect your investments
You may select to invest in up to any two of the five Investment Portfolios. Your savings will be invested evenly across the Investment Portfolios.
If you do not make an election your contributions will be invested in the Conservative (Tahua Whakatupato) Portfolio, the default Portfolio.
Income Focus Putea Hua
Conservative Tahua Whakatupato
Moderate Tahua Ngawari
Balanced Tahua Totika
Growth Tahua Tipuranga
Details of the above Investment Funds are set out in the Investment Statement.
Please complete your enrolment and contribution details
Please select one of the enrolment options below.
I am not currently a member of a KiwiSaver scheme
I wish to transfer from a New Zealand KiwiSaver scheme
I wish to transfer from a New Zealand superannuation Scheme
I wish to transfer from an approved Australian superannuation scheme
I wish to transfer funds from a UK registered pension scheme
Name of Scheme (transferring from)
I confirm that I have a copy of the IWIinvestor KiwiSaver Scheme Investment Statement
I acknowledge that I will provide proof of identification and address to complete my enrolment
Please note that if the required proof of identity is not supplied within 30 working days, your enrolment will be terminated. (Upon submitting this application, you will receive an enrolment checklist form to complete for this purpose)
Advisor (if applicable)
How did you hear about us
Word of Mouth
Phone: 0800 494 468
Office: 07 378 7644
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IWIinvestor Funds Management Login
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