Documents and Publications

DOCUMENTS

The following are the key documents governing the Fund:

Trust Deeds

The MRS and MKS Trust Deeds are the legal documents governing MRS and MKS. They provide the basis for membership, contributions and benefits, stating how the Trustees will operate their stewardship of the schemes.

MRS Trust Deed – 17MB

MKS Trust Deed – 17MB

Product Disclosure Statements

The Product Disclosure Statements (PDS) provide information on the schemes.

Copies of the PDSs can be obtained from the Administration Manager free of charge.

Maritime Retirement Scheme – Product Disclosure Statement (dated 1 March 2017) 

Maritime KiwiSaver Scheme – Product Disclosure Statement (dated 1 March 2017) 

Other Material Information

The Other Material Information documents (OMI) contain other material information not included in the PDSs.

Maritime Retirement Scheme Other Material Information (dated 21 April 2016)

Maritime Kkiwisaver Scheme Other Material Information (dated 21 April 2016)

Statement of Investment Policy and Objectives

The Statement of Investment Policy and Objectives (SIPO) contains information on the investment beliefs and policies that guide the Trustees’ investment decisions.

Maritime Retirement Scheme SIPO (17 February 2017)

Maritime KiwiSaver Scheme SIPO (17 February 2017)

PUBLICATIONS

The following publications are promulgated by the Trustees:

Annual Reports

Each year the Trustees produce an annual report. That report reviews the operation of the Fund over the year, sets out what has been achieved and summarises the results. The Annual Report includes both statutory information and financial statements about the operation of the Fund in the year.

Annual Reports

Financial Statements

Each year the Trustees produce audited financial statements.

Annual Accounts

Newsletters

After each trustee meeting the Chairman prepares a newsletter to members.

Newsletter 1 Nov 2016