Documents
Financial Markets Authority – Financial Markets Conduct (Evergreen Retirement Trust) Exemption Notice 2021
Pursuant to section 556 of the Financial Markets Conduct Act 2013 (Act), the Financial Markets Authority, being satisfied of the matters set out in section 557 of that Act, give the following notice:
Financial Market Authority – Exemption Notice Evergreen Retirement Trust – 22 April 2021
Wind up Notification Letter
Evergreen Retirement Trust – Windup Update Letter – May 2023
Evergreen Retirement Trust – Windup Update Letter – July 2022
Evergreen Retirement Trust – Windup Update Letter – July 2021
Evergreen Retirement Trust – Windup Update Letter – May 2020
Evergreen Retirement Trust – Windup Update Letter – November 2019
Evergreen Retirement Trust – Windup Update Letter – July 2019
Evergreen Retirement Trust – Windup Update Letter – September 2018
Evergreen Retirement Trust – Windup Notification Letter
Evergreen Retirement Trust – Windup Member Nomination Form
Transfer Form
Evergreen Retirement Trust – QROPS & UK Pension Scheme Transfer Form
Member Nomination Form
Evergreen Retirement Trust – Member Nomination Form
Financial Reports and Statements
Evergreen Retirement Trust – 2023 Financial Statements
Evergreen Retirement Trust – 2022 Financial Statements
Evergreen Retirement Trust – 2021 Financial Statements
Evergreen Retirement Trust – 2020 Financial Statements
Evergreen Retirement Trust – 2019 Annual Report
Evergreen Retirement Trust – 2019 Financial Statements
Evergreen Retirement Trust – 2018 Annual Report
Evergreen Retirement Trust – 2018 Financial Statements
Evergreen Retirement Trust – 2017 Annual Report
Evergreen Retirement Trust – 2017 Financial Statements
Evergreen Retirement Trust – GBP Income Plus Fund – Fund Update – 31 March 2017
Evergreen Retirement Trust – GBP Absolute Growth Fund – Fund Update – 31 March 2017
Financial Markets Conduct Act Transition Notification to Members
Evergreen Retirement Trust – 2016 Annual Report
Evergreen Retirement Trust – 2016 Financial Statements
Evergreen Retirement Trust Statement of Investment Policy and Objectives
Sterling Fund Investor Transaction Statements
Transaction Statements for Investors in the GBP Income Plus Fund and GBP Absolute Growth Fund show the correct fund name, however the currency symbol shows incorrectly as $. The Manager and Administrator of the Fund confirm that the amounts stated in the members transaction statements are correctly stated as sterling amounts. Due to system constraints, the symbol cannot be changed at this time however the Manager is working with the Administrator to rectify this. Please see the attached letter from the Administrator:
Administrator confirmation of Sterling Currency for GBP Investors
Product Disclosure Statement and Other Material Information
The Evergreen Retirement Trust (the Scheme) is not being offered. It does not have a current Product Disclosure Statement or Other Material Information registered. The Scheme is closed to new members.
The Scheme may be viewed online on the Companies Office website at companiesoffice.govt.nz/disclose/about-the-register/searching-for-an-offer-or-scheme under the ‘Search schemes’ link.
If you have any questions on the status of the scheme you can contact us on +64 4 974 5145 or by emailing us at transfers@evergreentrust.co.nz.