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SBS Wealth Limited (“SBS Wealth”) is a wholly owned subsidiary of Southland Building Society, operating as "SBS Bank" and is the issuer and manager of the SBS Wealth KiwiSaver Scheme (formerly known as Lifestages KiwiSaver Scheme) and SBS Wealth Investment Funds (formerly known as Lifestages Investment Funds) (collectively the Funds). SBS Wealth is also the provider of the SBS Wealth Portfolio Service (DIMS). Investments in the Funds and/or DIMS do not represent deposits or other liabilities of SBS Wealth or SBS Bank and are subject to investment risk. The investment risk includes possible delays in repayment and loss of income or contributions invested. The principal and returns of the Funds and/or DIMS are not guaranteed or secured in any way by SBS Wealth, SBS Bank or any other person.
Disclosure Statements for the SBS Wealth KiwiSaver Scheme, SBS Wealth Portfolios Service and Synergy Investments are available on request or can be found on our website at
https://www.sbswealth.co.nz/
SBS Wealth is a Class 2 Financial Advice Provider. Before investing, we recommend you obtain personalised financial advice. Past performance is not an indicator for future returns.