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Superannuation documents

Read and download documents and forms for the Fidelity Super-Super Plan, Number 3.

Documents

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Product Disclosure Statements

Fidelity Super-Super Plan, Number 3 Product Disclosure Statement – Sterling Funds and Multi-sector Funds (203kB)

Fidelity Super-Super Plan, Number 3 Product Disclosure Statement – Single-sector Funds (197kB)

Fidelity Super-Super Plan, Number 3 Application Form and Product Disclosure Statements – all funds (interactive PDF 561kB)

Other documents

Other Material Information (PDF 270kB)

Statement of Investment Policy and Objectives (PDF 272kB)

Trust Deed (PDF 669kB)

Financial Statements 2016 (PDF 222kB)

Annual Report 2017 (PDF 122kB)

Financial Statements 2017 – for year ended 31 March 2017 (PDF 2.8MB)

Forms

Change of member details form (interactive PDF 98kB)

Confim your IRD number and PIR form (interactive PDF 116kB)

Conversion of pounds sterling form (interactive PDF 73kB)

Direct debit form (interactive PDF 69kB)

Guide to calculating prescribed investor rate (PDF 37kB)

Guide to making payments and direct debit form (interactive PDF 90kB)

Guide to verification and certification of identity documents (PDF 47kB)

Investment switch form - Multi-sector and Single-sector funds (interactive PDF 88kB)

Investment switch form - Sterling funds (interactive PDF 83kB)

Withdrawal form (interactive PDF 193kB)

Withdrawal due to death of a member form (interactive PDF 196kB)

Withdrawal due to permanent emigration form (interactive PDF 151KB)

Withdrawal due to serious illness form (PDF 89kB)

Withdrawal due to total and permanent disablement form (interactive PDF 166kB)

Interactive PDFs

Most of our forms are interactive PDFs and are labelled.

If you're using Internet Explorer 11, Chrome or Safari, you can fill in an interactive PDF form using your browser.

If you're using Edge, Firefox or an earlier version of Internet Explorer, you'll have to download an interactive PDF form and open it in Adobe Acrobat Reader. Then you can fill in the form on your computer.

When you've filled in the form, remember that you need to print and sign it before emailing or posting it back to us.

Send us your completed form

It's quickest to email your completed form to us. You'll need to scan it and attach it to an email, along with any supporting documents. Email it to [email protected]

You can also post your completed form to us. Send it and any supporting documents to:

Booster Investment Management Limited
C/o Chief Operating Officer
PO Box 11872
Manners Street
Wellington 6142

Questions?

If you have any queries, want to know more or would like a copy of these documents:

  • call us on 0800 336 338
  • contact us
  • talk to your financial adviser, if you have one.

Financial advice

If you’d like to talk with a professional financial adviser who can look at your situation, we can put you in touch with someone in your area.