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Scheme Documents

Adviser Disclosure Statements

 

Gareth Morgan KiwiSaver Scheme Documents

A memorandum of amendments to the prospectus dated 13 September 2012 for the Gareth Morgan KiwiSaver Scheme was registered with the Registrar of Financial Service Providers on 14 December 2012. For a copy of the amended prospectus, please click on the link below. It may also be viewed on the Companies Office website www.companies.govt.nz under "Search Other Registers".

Prospectus

Investment Statement

Trust Deed

Information document - changes to Gareth Morgan KiwiSaver Scheme structure

Responsible Investment Policy

Investment Guidelines

 

Gareth Morgan KiwiSaver Scheme Annual Reports

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

Annual Report - 1 April 2008 to 31 March 2009

Annual Report - 1 April 2007 to 31 March 2008 

 

Gareth Morgan KiwiSaver Scheme Full Financial Statements

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report. 

Full Financial Statement - 31 March 2012

 

GMI Superannuation Scheme Documents

The prospectus for the GMI Superannuation Scheme was registered with the Registrar of Financial Service Providers on 14 September 2012. For a copy of the registered prospectus, please click on the link below. The registered prospectus may also be viewed on the Companies Office website www.companies.govt.nz under "Search Other Registers".

Prospectus

Investment Statement

Trust Deed

Impaired Security Policy

Investment Guidelines

 

GMI Superannuation Scheme Annual Reports

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

 

GMI Superannuation Scheme Full Financial Statements

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report.

Full Financial Statement - 31 March 2012