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.
Financial Statements
Each year the Trustees produce audited financial statements.
Newsletters
After each trustee meeting the Chairman prepares a newsletter to members.