Legal documents
Find our terms and conditions, policies, and Community Code of Conduct.
Platform and product terms
Our General Terms and Conditions cover your use of any product or service we offer or provide, including our online wealth development platform, websites, and social media channels and your responsibilities (as well as our responsibilities to you).
Our Invest Terms and Conditions apply to our Invest Service and set out how we keep your assets secure.
Product disclosure statement (PDS), fund updates, reports, statements, and policies for the Sharesies KiwiSaver Scheme.
Terms that apply to our Save product.
Sharesies Investment Management Limited is the issuer of the Sharesies Funds Scheme. The product disclosure statement (PDS) for Sharesies PIE Save has been lodged, and may be viewed on the Disclose Register or on our Documents page.
Terms that apply to Kids Accounts.
Terms that apply to our Referral programme.
Terms that apply to Sharesies Gift Codes.
Policies
Our Privacy Policy outlines how we collect, use, protect, and share your personal information.
Our Best Price Policy governs how we get you the best available price for your order, without creating a disorderly market.
Community Code of Conduct
Our Community Code of Conduct outlines our expectations for interactions on our services, social media channels, webinars, and hosted events.