ANZ Investment Funds resources

The following documents and forms will help you manage your investment.

If you require any assistance, please call us on 0800 736 034.

Documents

A product disclosure statement for the ANZ Investment Funds has been lodged on the scheme's offer register at business.govt.nz/disclose.

ANZ Investment Funds Annual Report for the year ended 30 September 2015.


Forms

Companies and partnerships must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates).

Trusts and estates must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates).

Trusts must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates) and Form 2B.

This form is to be completed by all authorised signatories (e.g. guardians or attorneys) where one or more authorised signatory has signed Form 1 or 2.

This form is to be completed if you wish to invest in more than one fund.

This form is to be completed if you wish to withdraw some or all of your investment. 

This form is to be completed if you wish to appoint an official representative.

Further information about the ANZ Investment Funds is available on Disclose. Disclose is a website that contains two registers – an offer register and a scheme register. These include current information on the scheme including the governing document, financial statements, statement of investment policy and objectives (SIPO), and product disclosure statement (PDS). Search ‘ANZ Investment Funds’ on both the offer and scheme register.

Identification requirements

Information about the types of identification you need to provide when you first join the ANZ Investment Funds can be found on my ID.

Important information is available under terms & conditions. Download a copy of the ANZ Investment Funds guide and product disclosure statement (PDF 1.17MB).

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