Some services are delayed
Due to tax year end and Easter holiday, all transactions or changes to your account after Wednesday 1 April, won’t be processed until Tuesday 7 April.
This year’s account statements and tax certificates are expected to be available in the ANZ goMoney mobile app and Internet Banking by early May. If you don’t have online access, you’ll receive a copy in the mail by end-May.
ANZ Investment Funds documents
ANZ Investment Funds forms
Application forms
ANZ Investment Funds product disclosure statement (PDF 1.1MB)
Includes the following forms to open a new ANZ Investments account:
- ANZ Investments Application Form (Individuals and Joint Investors) - Form 1
- ANZ Investments Application Form (Companies, Trusts, Partnerships and Estates) - Form 2
Additional forms for companies, trusts, partnerships and estates
- Specific to Companies and Partnerships (Form 2A) (PDF 177KB)
Companies and partnerships must complete this form along with their application.
- Specific to Trusts and Estates (Form 2B) (PDF 214KB)
Trusts and estates must complete this form along with their application.
- Trust Account and Entity Declaration Form (Form 2C) (PDF 213KB)
Trusts, companies, partnerships and estates must complete this form along with their application.
- Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 187KB)
Complete this form if there are more than two controlling persons when applying for an account under a trust or entity.
Other forms
- Direct Debit Form (Form 3) (PDF 57KB)
Use this form to set up a regular contribution to your investment fund.
- Transaction Form (Form 4) (1.1MB) at the back of the product disclosure statement.
Use this form to make a lump sum contribution to your investment fund or to change your fund.
- Authorised Signatories Form (Form 5) (PDF 510KB)
Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
- Withdrawal Form (Form 7) (PDF 482KB)
Use this form to make a withdrawal.
- Unit Transfer Form (Form 8) (PDF 53KB)
Use this form to transfer the legal ownership of your units in your investment fund.
- International Money Transfer Request Form (PDF 127KB)
Use this form to transfer money to an overseas bank account.
- PIR Update Form (for individuals or joint investors) (PDF 254KB)
Use this form to update your PIR if you’re an individual or joint investor.
- PIR Update Form (for companies, trusts and partnerships) (PDF 272KB)
Use this form to update your PIR if you’re a company, trust or partnership.
- Appointment of Official Representative Form (PDF 505KB)
Use this form to appoint an official representative to operate your account on your behalf.
OneAnswer Multi-Asset-Class Funds documents
Forms
Application forms
OneAnswer Multi-Asset-Class Funds product disclosure statement (PDF 1.1MB)
Includes the following forms to open a new ANZ Investments account:
- Application Form (Individuals and Joint Investors) – Form 1
- Application Form (Companies, Trusts, Partnerships and Estates) – Form 2
Additional forms for Companies, Trusts, Partnerships and Estates
- Specific to Companies and Partnerships (Form 2A) (PDF 177KB)
Companies and partnerships must complete this form along with their application. - Specific to Trusts and Estates (Form 2B) (PDF 214KB)
Trusts and estates must complete this form along with their application. - Trust Account and Entity Declaration Form (Form 2C) (PDF 230KB)
Trusts, companies, partnerships and estates must complete this form along with their application. - Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 187KB)
Complete this form if there are more than two controlling persons when applying for an account under a trust or entity.
Other forms
- Direct Debit Form (Form 3) (PDF 56KB)
Use this form to set up a regular contribution to your investment fund.
- Transaction Form (Form 4) (1.1MB) at the back of the product disclusure statement.
Use this form to make a lump sum contribution to your investment fund or to change your fund.
- Authorised Signatories Form (Form 5) (PDF 510KB)
Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
- Withdrawal Form (Form 7) (PDF 468KB)
Use this form to make a withdrawal.
- Unit Transfer Form (Form 8) (PDF 53KB)
Use this form to transfer the legal ownership of your units in your investment fund. - International Money Transfer Request Form (PDF 127KB)
Use this form to transfer money to an overseas bank account.
- PIR Update Form (for individuals or joint investors) (PDF 259KB)
Use this form to update your PIR if you’re an individual or joint investor. - PIR Update Form (for companies, trusts and partnerships) (PDF 272KB)
Use this form to update your PIR if you’re a company, trust or partnership. - Appointment of Official Representative Form (PDF 505KB)
Use this form to appoint an official representative to operate your account on your behalf.
OneAnswer Single-Asset-Class Funds documents
Forms
Application forms
OneAnswer Single-Asset-Class Funds product disclosure statement (PDF 1.1MB)
Includes the following forms to open a new ANZ Investments account:
- Application Form (Individuals and Joint Investors) – Form 1
- Application Form (Companies, Trusts, Partnerships and Estates) – Form 2
Additional forms for companies, trusts, partnerships and estates
- Specific to Companies and Partnerships (Form 2A) (PDF 177KB)
Companies and partnerships must complete this form along with their application.
- Specific to Trusts and Estates (Form 2B) (PDF 214KB)
Trusts and estates must complete this form along with their application.
- Trust Account and Entity Declaration Form (Form 2C) (PDF 230KB)
Trusts, companies, partnerships and estates must complete this form along with their application.
- Supplementary Form – Trust Account and Entity Additional Controlling Person(s) (PDF 187KB)
Complete this form if there are more than two controlling persons when applying for an account under a trust or entity.
Other forms
- Direct Debit Form (Form 3) (PDF 57KB)
Use this form to set up a regular contribution to your investment fund. - Transaction Form (Form 4) (1.1MB) at the back of the product disclusure statement.
Use this form to make a lump sum contribution to your investment fund or to change your fund. - Authorised Signatories Form (Form 5) (PDF 510KB)
Use this form if you are a legal guardian or attorney wishing to be appointed as an authorised signatory.
- Withdrawal Form (Form 7) (PDF 468KB)
Use this form to make a withdrawal.
- Unit Transfer Form (Form 8) (PDF 53KB)
Use this form to transfer the legal ownership of your units in your investment fund. - International Money Transfer Request Form (PDF 127KB)
Use this form to transfer money to an overseas bank account.
- PIR Update Form (for individuals or joint investors) (PDF 259KB)
Use this form to update your PIR if you’re an individual or joint investor. - PIR Update Form (for companies, trusts and partnerships) (PDF 272KB)
Use this form to update your PIR if you’re a company, trust or partnership. - Appointment of Official Representative Form (PDF 505KB)
Use this form to appoint an official representative to operate your account on your behalf.
External websites
Contact us
Important information
ANZ New Zealand Investments Limited (‘ANZ Investments’) is the issuer and manager of the ANZ Investment Funds, the OneAnswer Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds (‘schemes’). For the schemes’ guides and product disclosure statements see Investments documents and forms.