Before you start, you should know a few things:
This fund chooser tool provides you with advice from Pie Funds Management Limited, issuer of the JUNO KiwiSaver Scheme (Scheme). Please see here for information about our duties to you.
Nature and scope of this advice
We will make suggestions only about the type of Scheme fund that may be suitable for you based on some general questions such as your reason for investing, when you will need access to KiwiSaver and how comfortable you are with investing.
Our recommendations are general only and, apart from the questions we ask, we do not take your personal circumstances or financial goals into account. If your situation is complex or you would like some further tailored advice, we recommend you see a financial adviser.
Fees or other amounts payable
There are no fees for your use of this tool. As a member of the Scheme there will be fees and costs, so if you wish to join or switch funds see our fees here.
We are manager of the Scheme: Pie Funds receives fees as manager of the Scheme. Pie Funds benefits financially if you invest in the Scheme.
We manage this conflict of interest by disclosing it to you and ensuring all our written recommendations and opinions are subject to compliance review. We monitor our staff’s adherence to our internal compliance framework.
Complaints and Dispute Resolution
For information on how to make a complaint and the independent dispute resolution process, please click here.
Please let us know if you would like a hard copy of this disclosure information.