National Capital - Authorization to Proceed

Authorisation to be your KiwiSaver adviser

I'm glad our advice was useful to you, and we are very happy to have you on board.

As a client you will,

Have access to a Financial Adviser all year round for any financial advice you may need.
Get regular updates from our Investment Research team on how your KiwiSaver fund is comparing against others.
Get an annual review of your investment plan and KiwiSaver fund so you know if things are on track or there are changes to be made.
Receive value for money for the KiwiSaver fees you are already paying.

All of this is at no cost or obligation to you.

Once you officially sign off below, we'll start working with the providers to implement the advice

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Clients Acknowledgement

I have read and understood the advice given to me in the KiwiSaver Recommendations and the associated documents together referred to as the SoA (Statement of Advice), and would like to appoint National Capital as my KiwiSaver adviser.

I acknowledge the following:

All information I have supplied is true and nothing that may be deemed ‘material’ has been omitted. The data in the SoA reflects the information I have provided accurately.
The projections in the SoA could and most probably will vary from that stated. My investment in KiwiSaver has risks like all other investments. I indemnify National Capital Limited against losses I may suffer as a result of following the advice given to me.
I have read and understood all relevant disclosures on fees and commissions.
The scope of this advice is to provide advice ONLY on my KiwiSaver investments. I may and most probably will have other financial advice needs. National Capital can refer us to a Financial Adviser who can take care of our other financial advice needs.
This advice is based on my current circumstances. If they change, I will promptly inform National Capital of such changes.
I authorise the recommended KiwiSaver provider to disclose any information on my KiwiSaver account so that National Capital can monitor, advise on and service my KiwiSaver investments.
My files & contact details will be used and shared only in accordance with National Capital's Privacy Policy. My details will never be sold to a third party.
I understand that National Capital is bound by the provisions of the Privacy Act in respect of all my dealings with them.

I have read, understood and agree to the Client Acknowledgement above

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Authorisation to be your KiwiSaver adviser

Clients Acknowledgement

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