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1. Your information

Customer Number (If known)

First name(s)

Middle name(s)

Last name

Home address

Town / City

Postcode

2. Partner's information

Are you investing with a partner?

Joint Individual

If investing jointly with a partner you must be in a relationship (i.e. de facto, civil union, marriage or a relationship determined by Lifetime to be similar in nature to those relationships).

Partner's first name(s)

Partner's middle name(s)

Partner's last name

Partner's email

3. Retirement fund choices

Lifetime Retirement Income

Minimum Investment of $5,000:

Lifetime Retirement Buckets

Lifetime Cash Fund

Lifetime Conservative Fund

Lifetime Balanced Fund

Lifetime Growth Fund

Your total investment

Lifetime Retirement Income

Lifetime Retirement Buckets

Please provide a description of the origin of the money being invested e.g. from a maturing bank term deposit, sale of a property, KiwiSaver transfer etc.

Partner's agreement

By completing this application form, you:

Confirm that you have read and received the Lifetime Retirement Funds Product Disclosure Statement.

Agree to be bound by the Lifetime Retirement Funds terms and conditions as set out in the Product Disclosure Statement, online register entry, application form, and governing document.

Confirm that we, or any of our employees, have not provided you with personalised financial advice other than general information about the Lifetime Retirement Funds.

Authorise us to conduct the necessary checks to meet anti-money laundering and countering finance of terrorism obligations including electronically verify your identity and address.

Confirm that you have read and understood the Privacy Statement ‐ Click to read

Consent to receiving communications from us electronically.

Date

1. Your information

2. Partner's information

3. Retirement fund choices

4. Your agreement

Partner's agreement