Terms & Conditions
Pie KiwiSaver Scheme transfer bonus for existing Pie clients
Introduction
1. These terms and conditions (“Terms”) form the basis of the $200 Pie KiwiSaver Scheme (“Scheme”) bonus promotion (“Promotion”), offered by the manager and issuer of the Scheme, Pie Funds Management Limited (“Pie Funds”). By participating in the Promotion, you agree to these Terms.
2. Subject to these Terms, an Eligible Client (as defined below) who transfers their KiwiSaver account to the Scheme will receive a $200 contribution (“Contribution”) into their Scheme account.
3. The full terms of the Scheme, including its product disclosure statement, can be found on the Pie Funds’ website.
4. This Promotion commences on 28 September 2026 and will continue until further notice.
Eligibility
5. You are eligible to receive a Contribution (an “Eligible Client”) if you: (a) are, at the time you apply to transfer, a current client of Pie Funds holding one or more Pie Funds investment products other than the Scheme (being the Pie Investment Funds, the Chairman’s Fund, or a Pie Wealth Management portfolio) (an “Eligible Product”); (b) are not a member of the Scheme at the time you apply, and have not been a member of the cheme at any time in the 6 months prior; (c) are at least 16 years old; (d) are eligible under the relevant law, and will satisfy any relevant entry criteria, to become a member of the Scheme; and (e) meet any other eligibility criteria determined by Pie Funds from time to time.
6. You are not eligible if you are an employee or contractor of Pie Funds or any related company, or a third-party financial adviser or referrer that receives distribution commissions from Pie Funds.
7. To receive a Contribution you must transfer an existing KiwiSaver account held with another KiwiSaver scheme provider into the Scheme. You can do this by completing the transfer request part of an Online Application Form for the Scheme found on the Pie Funds’ website.
8. Only one Contribution is payable per person under this Promotion, regardless of the number of Eligible Products you hold or the number of KiwiSaver accounts your transfer.
Payment of Contributions
9. In order to receive a Contribution: (a) you must be approved as a member of the Scheme; and (b) the transfer of your KiwiSaver account from your previous provider must be completed and the transferred funds received by the Scheme.
10. The Contribution will be paid in the month following the month in which the transfer of your KiwiSaver account into the Scheme is completed and the transferred funds have been received by the Scheme.
11. We will only pay a Contribution into a Scheme account. Contributions are not transferable and cannot be taken as cash.
12. If you transfer your KiwiSaver account out of the Scheme, or cease to hold an Eligible Product, within 12 months of the Contribution being paid, we may recover the amount of the Contribution from your Scheme account, or decline to pay a Contribution not yet paid.
13. This Promotion cannot be combined with the Grow Together referral promotion. Where you would otherwise qualify as both an Eligible Client under this Promotion and a Referring Member or New Member under the Grow Together promotion, you will only receive the Contribution under this Promotion. No amount will be payable to you under the Grow Together promotion for the same referral or investment.
Other terms of the Offer
14. We may in our absolute discretion and for any reason whatsoever, accept, reject or postpone the processing of, any application for membership of the Scheme. We will refund any application monies received in respect of rejected applications as soon as practicable, without interest.
15. We may change the terms of, extend, or cancel the Promotion, at any time and on any terms at our sole discretion.
16. We may amend these Terms from time to time at our discretion. New Terms will apply to any applications received by us after the date of publication of the new Terms.
17. Our decision is final in respect of any dispute regarding the Promotion or the payment of any Contribution.
18. By taking part in the Promotion you acknowledge that we have made no recommendations and given no opinions as to the suitability of the Scheme for you, or as to whether transferring your KiwiSaver account is appropriate for your circumstances. You should make your own assessment, and seek professional financial advice if you are unsure.
19. You acknowledge that transferring your KiwiSaver account may have consequences, including the loss of any benefits, features or fee arrangements associated with your existing KiwiSaver scheme. You are responsible for satisfying yourself as to those consequences before applying.
20. If we determine in our sole discretion that you have failed to comply with these Terms, we may take any actions we consider appropriate including cancelling or recovering any Contribution payable to you and excluding you from further participation in the Promotion.
21. Pie Funds Management Limited is the issuer of the Pie KiwiSaver Scheme, the product disclosure statement of which can be found at www.piefunds.co.nz. This is not intended to be financial advice.
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Invest now Invest now Information is current as at 5 October 2026. Pie Funds Management Limited ("Pie Funds") is the manager and issuer of the funds in the Pie KiwiSaver Scheme (the Scheme), the product disclosure statement of which can be found at www.piefunds.co.nz. Any advice is given by Pie Funds and is general only. Our advice relates only to the specific financial products mentioned and does not account for personal circumstances or financial goals. Please see a financial adviser for tailored advice. You may have to pay product or other fees, like brokerage, if you act on any advice. As manager of the Schemes' investment funds, we receive fees determined by your balance and we benefit financially if you invest in our products. We manage this conflict of interest via an internal compliance framework designed to help us meet our duties to you. For information about how we can help you, our duties and complaint process and how disputes can be resolved, or to see our disclosure statement, please visit www.piefunds.co.nz. Please let us know if you would like a hard copy of this disclosure information. Past performance is not a guarantee of future returns. Returns can be negative as well as positive and returns over different periods may vary. The information is given in good faith and has been derived from sources believed to be reliable and accurate. However, neither Pie Funds nor any of its employees or directors gives any warranty of reliability or accuracy and shall not be liable for errors or omissions herein, or any loss or damage sustained by any person relying on such information, whatever the cause of loss or damage. No person, including the directors of Pie Funds, guarantees the repayment of units in the Scheme or any returns of units in the Scheme.