Forms & documents
Key fund documents
Product Disclosure Statement (PDS)Download New Zealand investor’s informationDownload Target Market DeterminationDownloadApplication forms
Application form options:
- Existing investor: “I have previously invested in this fund”
As the application forms differ based on your investor profile, you will first be asked a couple of questions. To access the relevant form, click here and then select ‘invest now‘.
Transaction forms
Withdrawal requestDownloadAccount maintenance
Change of personal detailsDownloadDistribution analysis
To view Distribution analysis click click here
Application form
Click here to access our application forms. As these differ based on your investor profile, you will first be asked a couple of questions.