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KiwiSaver Preferred Provider Form
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KiwiSaver Preferred Provider Agreement
Generally, everyone aged between 18 and 65 commencing a new job after 1 July 2007 are to be automatically enrolled into a KiwiSaver scheme. Other employees, not already enrolled, can also “opt in” after that date.
Employers may chose a preferred KiwiSaver scheme into which employees who do not choose a scheme themselves will be automatically enrolled.
Taupo Moana Iwisaver Limited, as manager of the IWIinvestor scheme, has been appointed as preferred provider subject to the terms and conditions outlined below.
Terms & Conditions
The Employer agrees to appoint IWIinvestor as the Employer’s chosen KiwiSaver scheme.
IWIinvestor agrees that all new permanent employees of the employer shall be eligible to be members of the scheme, and will provide access to the scheme for all the employees of the Employer.
The Employer authorises IWIinvestor to give notice to the Commissioner of Inland Revenue that the Employer has chosen IWIinvestor for its employees. The Employer agrees to supply all necessary information for provision of notice (as prescribed by section 47 of the KiwiSaver Act, “when employer choice of KiwiSaver scheme is effective”).
IWIinvestor accepts no responsibility for the accuracy of information provided by the Employer.
IWIinvestor will not charge the Employer any fee or subscription for the appointment of the Employer’s preferred scheme.
A separate written agreement will be required if any additional services are required.
The Employer shall not give financial advice about the scheme. IWIinvestor accepts no responsibility or liability for any advice given by the Employer.
No securities shall be allotted or money received unless the subscriber has received an investment statement.
This agreement will remain in force until terminated in writing by either the Employer or IWIinvestor.
I have read and understood the Terms of Agreement and; I will enroll new employees into the IWIinvestor scheme directly through the Inland Revenue Department
Phone: 0800 494 468
Office: 07 378 7644
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IWIinvestor Funds Management Login
(C) IWIinvestor 2013