Supervision Services
Making compliance easier with independent supervision
Make the complex seem simple. Corporate Trustee Service’s supervision team can guide and support you in serving investors by protecting their assets, making your operation compliant and up to best practice, and ensuring your obligations are fulfilled.
Creating the best outcomes together
We’re an independent, licensed supervisor for dozens of Kiwi entities and regulated products such as KiwiSaver schemes and Bond issues.
Our duty is to act in the best interest of investors by providing oversight of your compliance with all relevant legal obligations and delivery on what you promise. We want to help you create and maintain a successful investment product: one that serves its investors now and into the future.
We’re not there as a heavy hand of discipline, we’re there to guide and support you to ensure that your operation runs smoothly and successfully and that the investors’ best interest remains the focal point — we value education and collaboration.
If you choose, Corporate Trustee Services is also available to be appointed as an independent custodian of your regulated product, as an extra layer of security and protection.
We’re proud supervisors for the following KiwiSaver schemes:
ASB KiwiSaver Scheme.
Booster KiwiSaver Scheme.
FundRock NZ Limited - Aurora KiwiSaver Scheme.
FundRock NZ Limited - InvestNow KiwiSaver Scheme.
Generate KiwiSaver Scheme.
Kiwi Wealth KiwiSaver Scheme.
Koura KiwiSaver Scheme.
MAS KiwiSaver Scheme.
Nikko AM KiwiSaver Scheme.
Pathfinder KiwiSaver Plan.
Select KiwiSaver Scheme.
Simplicity KiwiSaver Scheme.
Superlife KiwiSaver Scheme.
KiwiSaver withdrawal applications
KiwiSaver members who are experiencing, or are likely to experience, serious illness or significant financial hardship may be eligible to withdraw part or all of their KiwiSaver balance if they meet the agreed criteria.
Applications must be submitted directly to your KiwiSaver provider, who is equipped to guide you through the process and can let you know what to prepare and what to expect at each stage. For Significant Financial Hardship applications, you’ll need to provide details of your income and expenses, assets and liabilities, as well as the reason for the application and what other options have been explored. For Serious Illness applications you’ll need to provide supporting evidence from your doctor or registered medical attendee. Most providers have content available on their website to help you get started and guide you through the process.
How we’re involved
Corporate Trustee Services, a part of Public Trust, is the supervisor for a number of KiwiSaver schemes. This means that if your KiwiSaver provider is one that we’re a supervisor for, we’ll be the ones checking and assessing your application for withdrawal. We’ll communicate the outcome directly to your KiwiSaver provider.
