Product Disclosure Statement (PDS)

This product disclosure statement (PDS) gives you important information about the Summer KiwiSaver scheme.

Forsyth Barr Investment Management Limited has prepared this document in accordance with the Financial Markets Conduct Act 2013. You can also seek advice from a financial adviser to help you make an investment decision.

You can obtain a hard copy of the Scheme’s product disclosure statement from one of our offices, or by calling us on 0800 11 55 66. 

Adobe PDF file icon 24x24 Summer KiwiSaver scheme Product Disclosure Statement

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As part of our commitment to you, this product disclosure statement meets the WriteMark Plain Language Standard. The WriteMark is an internationally recognised quality mark showing that the document reaches a high standard of clarity. The application and direct debit form have not been assessed against the Standard.


You can also obtain further information in the Statement of Investment Policy and Objectives (SIPO) and Other material information document. 

If you have any questions about the Summer KiwiSaver scheme, or KiwiSaver in general, please feel free to contact the Summer team on 0800 11 55 66 or send us a message.