Forsyth Barr’s Product Disclosure Statement for its Summer KiwiSaver scheme has again been awarded the WriteMark — the hallmark of document clarity and quality.
‘The WriteMark shows our long-term commitment to making this investment easy for our members to understand so they can make informed investment decisions,’ says Trish Oakley, Head of the Summer KiwiSaver scheme.
The statement has been updated since achieving the WriteMark for the first time last year. ‘To retain the WriteMark, a document needs to be reassessed each time it changes,’ says Lynda Harris, WriteMark founder and CE of Write Limited.
The new statement includes Forsyth Barr’s award for Boutique Manager of the Year in the 2017 FundSource Awards.
‘The statement is a living document, and as it changes we will continue to keep it up to the WriteMark standard,’ says Trish Oakley. ‘We are committed to ensuring that the statement remains transparent and accessible to KiwiSavers.’
Accessible information is a cornerstone for making wise decisions about investment, she says. ‘The statement clearly explains how Summer KiwiSaver works, its risks, and investors’ rights.
‘Through the clarity of our disclosure statement, we also aim to help inform and educate New Zealanders about investing.’
Lynda Harris says, ‘Information about investment affects decisions that have a far-reaching impact. Forsyth Barr has committed to clarity in a field that’s known for its complexity. Their members can be confident they’re investing with their eyes wide open.’
The WriteMark is a quality mark awarded to documents written to a high standard of plain English. A document that carries the WriteMark:
The WriteMark logo shows that a document has been checked for clarity, grammar, and presentation against a rigorous standard.
The Summer KiwiSaver scheme is managed by Forsyth Barr Investment Management Ltd. You can obtain the Scheme’s product disclosure statement and further information about the Scheme at www.summer.co.nz, from one of its offices, or by calling 0800 11 55 66. Forsyth Barr Investment Management Ltd is a licensed manager of registered schemes and part of the Forsyth Barr group of companies.
Disclosure statements are available from Martin Hawes and a Forsyth Barr Authorised Financial Adviser, on request and free of charge.