Investment Products
OnePath Unit Trusts
Investment StatementAnnual Report
Private Portfolio Service
Unit Trusts Annual Report
Superannuation Fund Annual Report
Superannuation Products
SIL Mutual Fund
Investment Statement
Annual Report
SIL Mutual Fund Employer Lump Sum Scheme
Investment Statement
Annual Report
MFL Mutual Fund
Investment Statement
Annual Report
KiwiSaver Products
SIL KiwiSaver Scheme
Investment Statement
Annual Report
Additional Contribution Form
Switch Request Form
Direct Debit Form
Member Tax Credit (MTC) Flyer
A prospectus for the SIL KiwiSaver Scheme has been registered with the Registrar of Financial Service Providers. A copy of the full registered prospectus (PDF 8MB) can be obtained here.
OnePath KiwiSaver Scheme
Investment Statement
Annual Report
Additional Contribution Form
Switch Request Form
Direct Debit Form
Information Form
Member Tax Credit (MTC) Flyer
A prospectus for the OnePath KiwiSaver Scheme has been registered with the Registrar of Financial Service Providers. A copy of the full registered prospectus (PDF 8MB) can be obtained here.
Insurance Information
What should I tell my insurer?
This brochure covers common questions that your clients may ask when taking out life insurance. Most importantly it explains what they need to tell us, the insurer, and why.
Understanding special terms
This is a handy guide to give to your clients to help them understand special terms.
Client Membership Benefits
A free and independent service for your clients when they need that little bit of extra help. Client Membership Benefits give your clients help to prevent problems and maintain the lifestyle that they wish to protect. With expert advice and support, it is possible to reduce the risk of financial problems, depression, heart disease and many of the other causes of serious illness, disability and death.
Client Communications
Investor Focus magazine
Investor Focus is a quarterly magazine produced for OnePath and ANZ managed fund investors. It contains general interest articles and commentary on the performance of the markets over the most recent quarter.
Mastercopy newsletter
Mastercopy is a quarterly newsletter produced for investors in the Private Portfolio Service Unit Trusts.
FundWatch
FundWatch provides a quarterly snapshot of returns and asset allocations for OnePath, SIL and MFL funds.
PathWay
PathWay is our half-yearly customer magazine full of useful information about insurance in general as well as OnePath’s insurance products and services.
Client Services
PIR response form for individuals and joint investors
PIR response form for companies, trusts and partnerships
Additional information sheet specific to a company
Investor identification - trusts and estates