AE Kiwisaver Plan
Product Disclosure Statement
The AE KiwiSaver Plan Product Disclosure Statement (PDS) describes how AE KiwiSaver Plan works and provides you with information about who is involved in providing it.
Before deciding to join AE KiwiSaver Plan, you should read the PDS, and if necessary, obtain independent financial advice. You can download a copy of the AE KiwiSaver Plan PDS at the below link –
You are required to complete the AE KiwiSaver Plan application form, and provide the listed supporting documents, to join AE KiwiSaver Plan (Please print in either colour or in greyscale).
Other Material Information
This document provides material information about AE KiwiSaver Plan to help you make an informed decision about investing. It is an important document and supports the PDS and SIPO. You can download a copy of the other material information document at the below link –
Statement of Investment Policy and Objectives (SIPO)
The Statement of Investment Policy and Objectives (SIPO) sets out the principles, rules and guidelines for how we manage AE KiwiSaver Plan. You can download a copy of the SIPO at the below link –
The AE KiwiSaver Plan is a unit trust governed by a Trust Deed between us and Trustees Executors Limited (the Supervisor). You can download copies of these documents at the below links –
AE Ethical Mandate Report SAE 3100
Memorandum recording Strict Ethical Mandate
AE KiwiSaver Plan and also AE Investor files a Fund Update each quarter with the Disclose Register of the New Zealand Companies Office
The most recent Annual Report for AE KiwiSaver Plan is for the period ended 31 March 2023. You can download a copy of the AE KiwiSaver Plan Annual Report at the below link –
The most recent financial statements for AE KiwiSaver Plan are for the period ended 31 March 2022. You can download a copy of these financial statements at the below link –
Further information about AE KiwiSaver Plan, including a list of fund returns and full portfolio holdings, is available on the Companies Office Disclose Register (www.business.govt.nz/disclose) by searching “AE KiwiSaver Plan” on the offer register.