Scheme details

An overview of the Scheme is given in the documents below. Further information can be obtained from the Administration Manager.

bcf_intro_letter_october-2016  BCF KiwiSaver – introduction and welcome to join letter.

bcf_overview_october-2016   BCF KiwiSaver Scheme Overview.

bcf_qa_october-2016  BCF KiwiSaver Scheme Questions and Answers Q&A.

bcf_in_a_nutshell_september-2016  This booklet explains a little about KiwiSaver in the context of the BCF KiwiSaver Scheme.

This booklet is not a substitute for reading the BCF KiwiSaver Scheme’s Product Disclosure Statement, which summarises the principal terms of Scheme membership and contains other important information on matters such as fees, tax and investment risk. The legislation and Government policy referred to in this booklet apply as at October 2016 and are subject to change. The new member application form is on the last page.

To join as a new member of BCF KiwiSaver Scheme – The Product Disclosure Statement (PDS) summarises benefits, membership conditions and how the Scheme is managed. The new member application form is on pages 19 and 20. New member checklist is on page 18. This is the only valid new member application form.  bcf-kiwisaver-pds

Each year the Trustee produces an annual report. That report reviews the operation of the Scheme over the year, sets out what has been achieved and summarises the results. The latest Annual Report includes both statutory information and financial statements about the operation of the Scheme in the year.

Other Material Information (OMI) bcf-kiwisaver-omi

BCF KiwiSaver Trust Deed (signed & dated)

The Trust Deed is the legal document governing the Scheme. It provides the basis for membership, contributions and benefits, stating how the Trustees will operate their stewardship of the Scheme.