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Summer awarded hallmark of clarity for Product Disclosure Statement


We are delighted that our Product Disclosure Statement (PDS) has again been awarded the WriteMark Plain Language Standard.

In a field known for its complexity, Summer’s goal is to help people on their investment journey. Being awarded the WriteMark on our PDS is a reflection of our commitment to helping investors make informed decisions.

Since the scheme launched in 2016, the Summer PDS has achieved the WriteMark each time it has been updated.

The updated version of the PDS includes some minor amendments reflecting legislative change, tax wording and process change. The target investment mix for Summer New Zealand Fixed Interest, Summer Conservative Selection, Summer Balanced Selection and Summer Growth Selection have also been updated.

"To retain the WriteMark, a document needs to be reassessed each time it changes," explains Lynda Harris, Founder and Chief Executive of Write Limited. “The Summer PDS continues to deliver to a high standard for ease of reading and understanding.”

The WriteMark is a quality mark awarded to documents that achieve a high standard of plain language. A document that carries the WriteMark:

  • has been checked against the rigorous WriteMark criteria
  • is focused on the needs of the intended audience
  • is easy to read, understand, and act on

Accessible information is a cornerstone for making wise decisions about investment and at Summer we are committed to ensuring that the PDS remains transparent and accessible.

"The statement is a living document, and as it changes we work to keep it up to the WriteMark standard," says Trish Oakley, Head of Summer.


Read the Summer KiwiSaver scheme's current Product Disclosure Statement on the Summer website.

If you haven't already, visit the Summer Website to transfer to the Summer KiwiSaver scheme.

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The Summer KiwiSaver scheme is managed by Forsyth Barr Investment Management Ltd. Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part of the Forsyth Barr group of companies.

Summer awarded hallmark of clarity for Product Disclosure Statement