Documents & Forms

The NZ Funds Advised Portfolio Service (formerly NZ Funds Managed Portfolio Service) is the investment platform that comprises a series of actively managed Portfolios offered by NZ Funds. The Portfolios are intended to be used in conjunction with a financial plan, prepared by an Authorised Financial Adviser.

If you are looking to invest in the NZ Funds Advised Portfolio Service, download the Product Disclosure Statement.
This is an important document in relation to your investment in the NZ Funds Advised Portfolio Service. It should be read together with the Product Disclosure Statement, the Statement of Investment Policy and Objectives and any other documents held on the Disclose Register at www.companiesoffice.govt.nz/disclose.
Use this form if you are already a Advised Portfolio Service client and need to update your contact or other client details for your Advised Portfolio Service account.
Use this form if you are already a Advised Portfolio Service client and need to update your contact or other client details for your Advised Portfolio Service account.
Use this form if you are a Advised Portfolio Service client and need to update your Prescribed Investor Rate (PIR) or tax residency details..
Use this form if you are a Advised Portfolio Service client and you wish to make a withdrawal.
Use this form if you are required to verify your identity for AML purposes.
Use this form to supplement identity information previously provided in relation to an AML Form 1.
Use this form if you are a representative acting on behalf of a client for AML purposes.
Use this form when providing AML information for a Trust.
Use this form when providing AML information for a Company.
This guidance has been prepared to assist with the completion of the NZ Funds Advised Portfolio Service Individual/Joint Application Form and to provide some background information as to why certain information is required.
This guidance has been prepared to assist with the completion of the NZ Funds Advised Portfolio Service Entity Application Form and to provide background information as to why certain information is required.
This information sheet provides an overview of the identification information and documents NZ Funds requires to open new accounts for individuals.
This information sheet provides an overview of the identification information and documents NZ Funds requires to open new accounts for trusts.
This information sheet provides an overview of the identification information and documents NZ Funds requires to open new accounts for companies.