Product Documents
Easy access to all our Product Documents
Product Documents
Here you can find all our product documents
APSS Forms
Other Forms
Product Disclosure Statement
Product Disclosure Statement – Australian Consumers
Statement of Investment Policy & Objectives
Other Material Information
Conflict of Interest
Application Form
Application Form - Australian Consumers
Adviser Appointment Form
Benefit Request Form
Change of Member Details
Contribution Notification
Email and Fax Indemnity
Execution Only Transfer Form
Investment Instruction
Investment Switch Instruction
Nominated Beneficiaries
Transfer Out Form
APSS263 - IVCM NZ PIE
APSS255 - IVCM NZ PIE
New Business Requirements - Checklist
Verification of Identity
Fund Update - 30 June 2026
IVCM NZ Cash Fund
IVCM NZ Growth Fund
IVCM Vanguard Conservative Index Fund
IVCM Vanguard LifeStrategy 40% Equity Fund
IVCM Vanguard LifeStrategy 60% Equity Fund
IVCM Vanguard LifeStrategy 80% Equity Fund
Archived Fund Update
- IVCM Bentham Wholesale Global Income Fund
- IVCM Emirates Active Fund – Class C
- IVCM Emirates Active Fund
- IVCM iShares Core Moderate Fund
- IVCM Emirates Balanced Fund – Class C
- IVCM Emirates Balanced Fund
- IVCM iShares UK Corporate Bond Fund
- IVCM Vanguard LifeStrategy 40% Equity Fund
- IVCM Vanguard LifeStrategy 60% Equity Fund
- IVCM Vanguard Australian Shares Fund
- IVCM Vanguard Balanced Index Fund
- IVCM Vanguard Conservative Index Fund
- IVCM Vanguard FTSE 100 Fund
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class
- IVCM Bentham Wholesale Global Income Fund
- IVCM Emirates Active Fund – Class C
- IVCM Emirates Active Fund
- IVCM iShares Core Moderate Fund
- IVCM Emirates Balanced Fund – Class C
- IVCM Emirates Balanced Fund
- IVCM iShares UK Corporate Bond Fund
- IVCM LifeStrategy 40% Equity Fund
- IVCM LifeStrategy 60% Equity Fund
- IVCM Vanguard Australian Shares Fund
- IVCM Vanguard Balanced Index Fund
- IVCM Vanguard Conservative Index Fund
- IVCM Vanguard FTSE 100 Fund
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class
Financial Statements – 30 September 2025
IVCM (NZ) PIE Superannuation Fund - Annual Report 2025
Financial Statements – 30 September 2024
IVCM (NZ) PIE Superannuation Fund - Annual Report 2024
Financial Statements – 30 September 2023
IVCM (NZ) PIE Superannuation Fund - Annual Report 2023
Financial Statements – 30 September 2022
IVCM (NZ) PIE Superannuation Fund - Annual Report 2022
Financial Statements – 30 September 2021
IVCM (NZ) PIE Superannuation Fund - Annual Report 2021
Financial Statements – 30 September 2020
IVCM (NZ) PIE Superannuation Fund - Annual Report 2020
Financial Statements – 30 September 2019
IVCM (NZ) PIE Superannuation Fund - Annual Report 2019
Annual report for the period 1 Oct 2017 to 30 Sep 2018
Annual report for the period 1 Oct 2016 to 30 Sep 2017
Trust Deed Amendment - 10 Dec 2020
Trust Deed - 1 August 2019
Historical Trust Deed Amendment - 1 Aug 2017
Historical Trust Deed - 29 Nov 2016
Market Index Data
Change of Licensed Manager - 01 July 2026
Application Form
Key Features
Terms and Conditions
Fees Schedule 2026
Investment Policy
Form 1 - Appointment of Adviser
Form 2 - Benefit Request
Form 3 - Change of Details & Beneficiary Nomination
Form 4 - Early Encashment Declaration
Form 5 - Execution Only Transfer Declaration
Form 6 - QROPS Professional Client Declaration
Form 7 - Structured Product Declaration
Form 8 - Unlisted Share Questionnaire
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