Ready to apply or would like to make a change to your investor profile?
Before making an investment decision, ensure you have read and understood the Product Disclosure Statements found on your chosen investment product’s page and find your relevant form from the below categories.
Are you a New Zealand investor? Be sure to check out the extra information for NZ investors available on our policies and important updates page.
If you have any questions about the application process or about filling out your form, don’t hesitate to chat to the Investor Relations team.
1. Application form
2. Product disclosure statement
3. Target Market Determination (TMD)
4. Change of details
5. Additional Individuals Form
6. Self-Certification Declaration – Foreign Account Tax Compliance Act (FATCA)
7. Self-Certification Declaration – Controlling person
8. Common Reporting Standard – Guidance and Defined Terms