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

The ANZ Investment Funds offer a diversified and flexible investment option, investing in a broad range of assets across local and international markets. This guide explains what the funds can offer and how to make them work for you.

The product disclosure statement provides you with essential information on the ANZ Investment Funds, including the benefits, risks and fees involved. It also includes the following forms:

  • Form 1 – Application Form (Individuals and Joint Investors)
  • Form 2 – Application Form (Companies, Trusts, Partnerships and Estates)
  • Form 3 – Direct Debit Form (PDF 44kB)
  • Form 4 – Transaction Form (Lump sum payment/change your fund)

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 2016.


Forms

Companies and Partnerships must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates) and Form 2C - Trust Account and Entity Declaration Form.

Trusts and Estates must complete this form in addition to Form 2 - Application Form (Companies, Trusts, Partnerships and Estates) and Form 2C - Trust Account and Entity Declaration Form.

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

This form is to be completed in addition to Form 2C – Trust Account and Entity Declaration Form, if there is more than two controlling persons.

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 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.

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ Investment Funds. Important information is available under terms & conditions. Download the ANZ Investment Funds product disclosure statement (PDF 956kB) and the ANZ Investment Funds guide (PDF 848kB).

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