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IMPORTANT INFORMATION
Investments
This important information relates to many members super accounts; their circumstances may be different from yours. If you are in doubt about whether or not a particular provision applies to you or if you simply would like further information, please call us on {PhoneNumber}.
It is important for you to consider your own personal financial circumstances, objectives and needs (your needs). We do not consider your needs. If you would like someone to help consider your needs before you change your investment strategy you should speak with a licensed or appropriately authorised financial adviser. You should also consider the {ProductDisclosureStatementName} (if applicable), available on the Documents page.
Before making a change to your investment strategy you should read the details of each investment option involved carefully - this can be done by simply clicking on the name of the investment option. Over time, {UnitPriceX} for different investment options rise and fall at different rates resulting in the proportion of your current balance in each option changing.
You are generally able to exercise investment choice however, for some members their specific plan rules prohibit investment choice. If you are in doubt, please contact us.
It is important to consider the following before your request:
- Time to Process Your Request;
- Fees and Charges;
- Confirmation of your request;
Processing your request
If you submit your request before 4.00pm on any business day (NZST), we will process your investment switch once the unit prices for that day have become available.
Fees and Charges
Changes to the investment of your future contributions are free of charge. The first change to the investment of your existing account balances each scheme year (1 January to 31 December) is free. There is a switching fee for any subsequent changes (see the product disclosure statement).
The first time you change to UniSteps you will not be charged a switching fee. You only pay a switching fee if you:
- change out of UniSteps in that same scheme year (1 January to 31 December), or
- make more than one change in subsequent year
- There is no switching fee in UniSteps when your account balances and contributions are switched automatically on 1 November (from age 45).
Confirmation of your request
Your transaction will only be processed if you have received a Receipt Number. If you tried to do an investment switch but you haven't received a Receipt Number (and wish to make an investment switch), please call the Helpline on {PhoneNumber}.
Your investment switch will become effective once it has been processed by us. You can receive a Confirmation Advice of your investment strategy change, check your communication preferences (if applicable).
Your change will not be visible on this site until it is processed by us.
You agree that where we have your email you:
- Acknowledge that your email will be used to send you confirmation of this transaction once your request has been processed. You also agree that we may use these details in the future to send you information concerning your super electronically (unless you have otherwise told us).
- Understand you can change your preference for receiving confirmation at any time by updating your personal details information via this website, or by calling us.
- Acknowledge if your email bounces, you will be issued with a paper-based confirmation letter and that the email address recorded for your account will be removed. If this occurs, you will be prompted to provide an updated email the next time you log in to your account.
Privacy Policy
By submitting a request to change your investment strategy, you understand and consent to your information being collected, disclosed and used in the manner set out in the Privacy Policy.