Mercer

Use this online application form to apply to join Mercer FlexiSaver.

Under the Anti-Money Laundering and Countering the Financing of Terrorism Act 2009, Mercer (N.Z.) Limited are legally required to collect and verify information to confirm applicants identity.

We will contact you by email once the application form is submitted.

Investor 1 (principal account holder)
*Please note all scheme information will be communicated to the principal account holder only

NZ Postcode Finder
NZ Postcode Finder

Are you a resident or citizen of a country other than New Zealand for tax purposes?

Investor 2 (only fill in this section if you are applying for a joint account)

Are you a resident or citizen of a country other than New Zealand for tax purposes?

To work out your PIR visit https://purl.co.nz/pir/

To work out your PIR visit https://purl.co.nz/pir/

Please tell us the source of funds that you will invest in Mercer FlexiSaver (tick all that apply)

Please select at least ONE option to continue

Please tell us your purpose of investment (tick all that apply)

Please select at least ONE option to continue

How do you intend to transact on the account?

$

Please enter the percentage of your savings you want invested in each fund. Note that percentages must be whole numbers.

Unallocated funds: 100%

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By clicking Submit, I acknowledge that I have read the Product Disclosure Statement. I acknowledge and agree to the Privacy Statement and Important Information specified in the Product Disclosure Statement.

This application and the Product Disclosure Statement for Mercer FlexiSaver (the Scheme) is issued by Mercer (N.Z.) Limited as Manager of the Scheme.