Terms & Conditions

The following terms and conditions apply to all users of the Evergreen Retirement Trust (Scheme) website (this website) and in using this website you agree to be bound by them. Evergreen Capital Partners Limited (the Manager of the Scheme) may change these terms and conditions at any time.

The information that is provided on this website is designed to provide general information and does not take into account any individual particular circumstances. It is not intended to provide comprehensive or specific investment advice. Investors should not rely solely on the information contained in this website when making investment decisions and should obtain professional advice on their individual requirements before making an investment decision. Unless otherwise stated, references to any currency are to New Zealand dollars.

While Evergreen Capital Partners Limited has endeavoured to ensure all information on this website is correct, none of Evergreen Capital Partners Limited, Foundation Corporate Trust (the Trustee of the Scheme) or any of their related companies, or their respective directors or staff accept any liability for the reliance of any person on information contained on this website or guarantee the repayment of capital or the performance of any particular rate of return from the Scheme or underlying investment funds referred to therein.

Evergreen Capital Partners Limited reserves the right to amend or add content to this website at any time, without notice.


The information, images, screens, web pages and logos and brands on this site are the property of Evergreen Capital Partners Limited or its suppliers, who hold copyright in it. The information may not be copied or reused (other than as expressly intended by this site) without the written consent of Evergreen Capital Partners Limited.

You may not use or permit the use of any part of this site for any purpose other than that intended (which is the provision to you of fund information, and information about the Scheme, Evergreen Capital Partners Limited and its related companies and suppliers).

Accuracy of Information

Where unit prices are shown, they are shown in accordance with the methodology set out in the prospectus. Unit prices are shown as of the date specified and are subject to change without notice. While Evergreen Capital Partners Limited has taken care in producing and updating the unit price information, you must check the current unit price of any investment with your financial adviser or directly with Evergreen Capital Partners Limited before relying on the unit price information on this website. Investors are reminded that past performance of the Scheme and its underlying investment funds is not necessarily indicative of future returns.


Neither Evergreen Capital Partners Limited nor The New Zealand Guardian Trust Company Limited take any responsibility for any information contained in any third party website that can be accessed by hyperlink from this website or any other website that hyperlinks to this website. The content, accuracy and opinions in such websites are not necessarily checked, monitored or endorsed by Evergreen Capital Partners Limited.


Any information that you provide us is stored securely and is to ensure quality service from Evergreen Capital Partners Limited and its suppliers, and to enable Evergreen Capital Partners Limited to offer you services. Information held about you will not be disclosed outside of Evergreen Capital Partners Limited or its suppliers without your consent. You can access any personal information held by Evergreen Capital Partners Limited about you, and correct any information that may be incorrect.

New Zealand law

The terms and conditions applicable to our website are governed and construed in accordance with New Zealand law.



For further information about Evergreen Retirement Trust please contact us on +64 4 974 5145 or by email at contact@evergreentrust.co.nz

Alternatively details of 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.