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Your referral has been successfully applied

You’re just 2 minutes awayfrom starting your journey with Pie KiwiSaver Scheme. We can’t wait for you to join us. You’re nearly there!

What you will need:
- Your ID: Driver’s License or Passport
- Your IRD Number
Leave the rest to us! It’s that simple.

Step 1
Step 2

Title

First Name (as appears on ID)

Middle Name (as appears on ID)

Last Name (as appears on ID)

Date of Birth (dd/mm/yyyy)

Mobile (if different from above)

Physical Address (if different from above)

Address Line 2

Suburb

City

Postcode

By clicking next, you agree to our Privacy Statement and us contacting you including receiving marketing material from time to time.

ID Country

ID Type

By continuing to fill in the form below, you confirm that you authorise us to verify your identity and perform AML/CFT checks by using Cloudcheck or any other appropriate means including document validity with the original issuer.

Birth Certificate

Driver Licence

Passport

Driver Licence Number

Driver Licence Version

Driver Licence Expiry Date (dd/mm/yyyy)

Please upload a copy of your Driver Licence

Passport Number

Expiry Date (dd/mm/yyyy)

Please upload a copy of your Passport

Birth Certificate Number

Please upload a copy of your Birth Certificate

If you are providing a foreign passport we won’t be able to verify this electronically. We will need you to post in a certified copy of your ID. You can still submit your application, and our Member Services team will be in touch to discuss verifying your identity.

IRD Number Don't have it handy? No worries, leave this blank and we will help you sort it out later.

Prescribed Investor Rate (PIR) Need help working out your PIR? Click here.

Choose how you would like your money invested

For more information on fund types you can download our Product Disclosure Statement or contact our team of KiwiSaver experts who can help you check you’re in the right fund based on how long you plan to invest.

Pie KiwiSaver Growth Fund

Pie KiwiSaver Balanced Fund

Pie KiwiSaver Conservative Fund

Proof of Address

Please upload your proof of address document. This must be dated within the last 6 months and be a physical address (not a PO Box).

Please upload a copy of your ID document

Unfortunately we have not been able to verify your documentation electronically, don’t worry this happens sometimes. Please upload a photo of your ID document here, and proceed with the form. Our team will be in touch if they require anything further.

Referral Code (Optional)

Please enter the referral code if you were referred by someone

Referral Code

1st Guardian

Please select one of the following

I am a Pie KiwiSaver Scheme Member

I have a Pie KiwiSaver Scheme Guardian Number
If you have applied for a minor before, you would have received your Guardian Number via email.

None of the above

Please provide your Member Number which will allow us to verify your identity:

Member number (e.g. JK00001)

Please provide your Guardian Number which will allow us to verify your identity:

Guardian number (e.g. GABCDE)

First Name (as appears on ID)

Middle Name (as appears on ID)

Last Name (as appears on ID)

Date of Birth (dd/mm/yyyy)

ID Country

ID Type

Driver Licence

Passport

Driver Licence Number

Driver Licence Version

Driver Licence Expiry Date (dd/mm/yyyy)

Please upload a copy of your Driver Licence

Passport Number

Expiry Date (dd/mm/yyyy)

Please upload a copy of your Passport

Proof of Address

Please upload your proof of address document. This must be dated within the last 6 months and be a physical address (not a PO Box).

Please upload a copy of your ID document

2nd Guardian

Are you the sole guardian?

Yes

Please provide details of all legal guardians.

If you’re the sole legal guardian of your child/children, please continue with the application and our team will be in touch for further information.

Please select one of the following

I am a Pie KiwiSaver Scheme Member

I have a Pie KiwiSaver Scheme Guardian Number
If you have applied for a minor before, you would have received your Guardian Number via email.

None of the above

Please provide your Member Number which will allow us to verify your identity:

Member number (e.g. JK00001)

Please provide your Guardian Number which will allow us to verify your identity:

Guardian number (e.g. GABCDE)

First Name (as appears on ID)

Middle Name (as appears on ID)

Last Name (as appears on ID)

Date of Birth (dd/mm/yyyy)

ID Country

ID Type

Driver Licence

Passport

Driver Licence Number

Driver Licence Version

Driver Licence Expiry Date (dd/mm/yyyy)

Please upload a copy of your Driver Licence

Passport Number

Expiry Date (dd/mm/yyyy)

Please upload a copy of your Passport

Proof of Address

Please upload your proof of address document. This must be dated within the last 6 months and be a physical address (not a PO Box).

Please upload a copy of your ID document

I/we confirm that I/we:

• have read and understood the Product Disclosure Statement (Must be viewed before submitting application)

• have read and accepted the Privacy Statement and Declaration

• provide consent that the personal information I have provided be used by Pie KiwiSaver Scheme and Apex Limited (the Administration Manager) with, and where necessary, disclosed to, the following sources for the purpose of verifying identity.

Agree & submit Save for later

Thanks for joining Pie KiwiSaver Scheme

Thanks for

joining Pie KiwiSaver Scheme!

We’ll start setting up your Pie KiwiSaver Scheme account, and will email when your online login is set up. This can take up to 10 working days.

If you’re already an existing KiwiSaver member, your balance will show $0 until your money has been transferred by your previous KiwiSaver provider. This can take up to 20 working days. We’ll email to let you know when the money is in your Pie KiwiSaver Scheme account.

Don’t forget, if you have a Direct Debit or Automatic Payment set up with your previous KiwiSaver provider, you’ll need to cancel this.

Acceptable forms of proof include:

Bank statement
Bank correspondence
Utility bill
Letter from a government agent
Insurance policy or renewal

Personal Information Consent

New Zealand ID verification – (1) the NZTA for the purpose of checking the Driver Licence and MOTO databases; (2) the Department of Internal Affairs for the purpose of checking the Passport, Birth Certificate and Citizen Certificate databases; (3) Land Information New Zealand; (4) the Companies Office; (5) Centrix Group Limited (and I authorise Centrix to use any information that they hold in their credit reporting bureau about me to compare the information that I have provided); and (6) the White Pages.

Australian ID verification – (1) the Document Verification System (DVS) for the purpose of checking the Driver Licence, Passport, Medicare Card, Birth Certificate, Certificate of Registration by Descent, Citizenship Certificate, ImmiCard, Marriage Certificate and Visa databases; and (2) Centrix Group Limited (and I authorise Centrix to use any information that they hold in their credit reporting bureau about me to compare the information that I have provided).

Conservative Fund

The Pie KiwiSaver Conservative Fund seeks to preserve members' capital with modest capital growth over a period exceeding 3 years.

This fund might suit you if you have a short timeframe in which to invest, or if you aren’t all that comfortable with investing.

Balanced Fund

The Pie KiwiSaver Balanced Fund seeks to provide members with steady capital growth over a period exceeding 5 years.

This fund might suit you if you have a medium or longer timeframe to invest.

Growth Fund

The Pie KiwiSaver Growth Fund seeks to maximise capital growth for members over a period exceeding 7 years.

This fund might suit you if you’re further away from retirement and are comfortable with investing.

Driver licence number

There are currently two versions of the New Zealand Driver Licence in circulation.

On the old licence, you’ll find your 8-character Licence Number on the front, under section 5a.
On the new licence, you’ll find your 8-character Licence Number on the front, under the section called ’Licence'.

Driver licence version

There are currently two versions of the New Zealand Driver Licence in circulation.

On the old licence, you’ll find your 3-character Licence Version number on the front, under section 5b.
On the new licence, you’ll find your 3-character Licence Version number on the front, under the section called ’Version'.

Driver licence expiry date

There are currently two versions of the New Zealand Driver Licence in circulation.

On the old licence, you’ll find your Expiry Date on the front, under section 4b.
On the new licence you’ll find your Expiry Date on the back, in the table under ‘Expires’.

You can find your IRD number

In your myIR Secure Online Services
Your payslip
Any letters or statements from Inland Revenue
Via your employer
By doing a quick search of your emails
Your current KiwiSaver statement or online account
Call IRD on 0800 775 247

Or apply for an IRD number today

Calculating Your Prescribed Investor Rate (PIR)

In either of the last two income years was your taxable income $14,000 or less and your total income (including PIE income) $48,000 or less?

YES
Your PIR is 10.5%

In either of the last two income years, was your taxable income $48,000 or less and your total income (including PIE income) $70,000 or less?

YES
Your PIR is 17.5%

In all other cases

Your PIR is 28.0%

Your saved application has expired.

Sorry, your previously saved application has expired.
Please start another application. Sorry for the inconvenience.

Sorry, application already submitted.

Sorry, we cannot load your application.
You have already submitted this particular application.
Please wait until one of our staff contacts you to complete your application.

Sorry, a guardian Member Number that you entered does not exist.

Sorry, the Member Number that you have entered in the guardians area does not exist.
You have entered the following incorrect Member Number "", or the member has not been marked as completed by our staff.
Please check your Member Number to see if it has the following format: JK00000, where the zeros are unique to your specific Member Number.

Sorry, a Guardian Number that you entered does not exist.

Sorry, the Guardian Number that you have entered in the guardians area does not exist.
You have entered the following incorrect Guardian Number "".
Please check your Guardian Number to see if it has the following format: GABCDE, where ABCDE (after the first letter G) is unique to your specific Guardian Number.

Sorry, an error has occurred.

Please try again. Alternatively, you can also contact us at 0800 586 657 or contact us

Product Disclosure Statement

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Disclosure Statement
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Pie Funds Management Limited is the manager and issuer of the funds in the Pie Funds Management Scheme and Pie KiwiSaver Scheme (the Schemes). Any advice is given by Pie Funds Management Limited and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes' investment funds, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our product disclosure statement, please visit www.piefunds.co.nz/investor-documents. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a reliable indicator of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie Funds nor any of its employees or Directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the Directors of Pie Funds, guarantees the repayment of units in the fund or any returns of units in the fund.

Pie’s Australasian Dividend Growth Fund has been named the winner of Research IP’s Australasian Equities Fund of the Year. Fund Manager of the Year Awards were announced by Research IP on 2 December 2021. These awards should not be read as a recommendation by Research IP. For further advice on the relevance of this award to your personal situation, please consult your financial adviser, or visit research-ip.com.

^Over $100m (at 31 October 2024) of the money we manage comes from our staff, directors, or shareholders.