Kiwisaver client information booklet cover

Client information booklet: KiwiSaver

This client information booklet or data collection booklet has been designed for financial advisers who need to collect all the required information to enable them to draft a Statement of Advice for KiwiSaver clients.

Use this booklet in conjunction with our corresponding KiwiSaver SoA template.

Client information booklet: KiwiSaver
Single licence

Licenced for use within a single practice in a single office or location. Contact us for multiple-office licencing.