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Welcome to our Help Centre for Financial Advisers

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Help Centre
Fund Switch & Transfer Forms

GoalsGetter KiwiSaver Fund Booklet
Benefits of GoalsGetter
Fund Manager Profiles
GoalsGetter For Advisers User Manual
Brochures
Investment Application Forms
Transaction Forms
Fund Switch & Transfer Forms
Retail Redemption forms
KiwiSaver Redemption Forms
Preferred Provider Agreement
Fund Performance Comparison Charts
Fund Product Disclosure Statements

Go to: Fund Switch & Transfer Forms

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GoalsGetter KiwiSaver Fund Switch Form

Managed Funds - Fund Transfer Form

Managed Funds - Fund Switch Form

Managed Funds - Bespoke Transfer Form

GoalsGetter Help Centre

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