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<Member Number> <Balance> |
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Dear <First Name>, |
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This Annual Report includes important information about your KiwiSaver scheme and any changes that happened since 1 April 2016. |
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Mercer KiwiSaver scheme offers you a choice of seven investment funds, each with a different risk profile and investment mix. |
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<Your savings are currently invested in the Conservative fund, and it appears you haven’t made an active investment choice since you joined Mercer.> |
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To select a different fund or find out more about each fund, please sign in to your account or call us on 0508 637 237. |
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We’d like to take this opportunity and remind you to review your PIR (tax rate). We recommend this is done before 1 April each year or if your circumstances change. If you are paying too much tax you will not be able to claim it back and if you are not paying enough tax Inland Revenue can ask you to repay the underpaid amount. |
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www.mymercer.co.nz
If you need to change your tax rate, please sign into your account on our website. |
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0508 MERCER (0508 637 237)
Please contact us if you have any questions regarding your KiwiSaver account. |
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We’re looking forward to another year
helping you achieve your goals!
Regards,
Mercer Team |
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An electronic copy of the annual report is now available at www.mymercer.co.nz.
You can also request a hard copy of the report by calling us on 0508 637 237 and we’ll post you a copy as soon as possible but within 15 working days (free of charge). |
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Important information: Your balance is shown as at 31 July 2017. |
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Steps to Retirement Success |
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Conatct Us |
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This email was generated automatically, please do not reply to it as this email address is not monitored. If you would like to receive your communications by post, please sign in to your account and update your communication preferences from the ‘update your details’ page. |
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This email, including any links, may be confidential and is intended for use by the named addressee only. If you are not the intended recipient of this email, you must not read, disclose, distribute, copy, store, print or use in any way the information this email or any attachment contains. If you are not the intended recipient, please call us on 0508 637 237 and delete or destroy all copies of the message. |
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This email was prepared and sent by Mercer (N.Z.) Limited (Mercer), the Manager of the Mercer KiwiSaver scheme. It has been published as a general information service and does not take account of the investment objectives, financial situation and/or particular needs of any person. Before making any investment decision, you should take financial advice as to whether your intended action is appropriate in light of your particular investment needs, objectives and financial circumstances. Neither Mercer nor any of its related parties accepts any responsibility for any inaccuracy. |
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© 2017 Mercer (N.Z.) Limited |
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