Evidential KiwiSaver Scheme Terms and Conditions

I declare that the details I have supplied in the application are correct and acknowledge that my choice of investment option(s) will be a binding direction from me to Consilium NZ Limited (‘Consilium’), the manager of the Evidential KiwiSaver Scheme.  

I understand and accept that I am responsible for use of my account.

I confirm that I meet the eligibility criteria for joining the Evidential KiwiSaver Scheme (see ‘joining the scheme’ in the Product Disclosure Statement).  

I acknowledge that investments are made using the Adminis platform, an investment administration platform provided by Adminis NZ Limited (‘Adminis’). I understand that by using the Adminis platform that I am bound by the Adminis Terms of use.

I agree to accept communications from Consilium and Adminis electronically, and confirm that any information sent by email can be treated as having been received by me once it has been transmitted to my most recently notified email address.

I agree that Consilium may collect, use, share and store my Information as set out in Consilium’s Privacy Policy.

If I am applying to transfer my savings from another KiwiSaver scheme to the Evidential KiwiSaver Scheme, I authorise the manager or the supervisor of the transferring scheme to provide to Consilium or the Scheme supervisor any of my personal information as necessary to complete the transfer of my savings to the Evidential KiwiSaver Scheme.

I agree that any liability of Consilium or Adminis under the Evidential KiwiSaver Scheme is limited to the extent to which my portfolio suffers actual loss as a direct result of their respective negligence, fraud or wilful default, nor will any of them be responsible for any loss, liability or damage arising from any reasonable delay in giving effect to my instructions and requests.

I consent to Consilium collecting my personal information directly from me and indirectly from other sources, including by checking the information I provide against reliable, independent source documents or electronic data.

This may include collecting and verifying identity information from the New Zealand Transport Agency driver licence register and the Department of Internal Affairs passport register, using consent based identity verification services, where permitted or authorised by law.

Consilium uses this personal information to establish and verify your identity and to meet its legal obligations, including under the Anti Money Laundering and Countering Financing of Terrorism Act 2009.

Any personal information obtained in this way will be limited to what is reasonably necessary to verify your identity.

If you do not provide the required information or do not consent to these checks, Consilium may be unable to establish your identity and may not be able to accept or continue your application.

You have the right to request access to, and correction of, your personal information.