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phone 0800 400 499
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Direct Investors – information and forms

Product Disclosure Statements


Forms for individual investors/companies/trusts

For easy access to all of the forms relating to AMP Capital products, start here. Based on the product you have, you will find specific forms to change or update your personal instructions or information with us. Simply download and print the form you need, complete it, and send it directly to the mailing address provided.


I want to Use this form to Send to  Download
Make an application (via Product Disclosure Statement)

Apply to invest in units in the AMP Capital Investment Funds (see above for Product Disclosure Statements)

AMP Capital Investors (NZ) Limited
PO Box 3764, Wellington 
E: cservices@ampcapital.co.nz
 
Invest with AMP Capital Download a process document with instructions on how to invest with AMP Capital n/a
Identity Document Guidance Notes for Individuals Download identity document guidance notes to assist you with your application. n/a
Identity Document Guidance Notes for Trust/Companies Download identity document guidance notes to assist you with your application. n/a
Make regular payments Arrange for regular investments to be automatically invested in your nominated funds. AMP Capital Investment Funds PO Box 106-435, Auckland 
E: query@ampcapital.co.nz
Switch between products Apply to withdraw and apply for units within the same or different funds without having funds paid out. AMP Capital Investment Funds PO Box 106-435, Auckland 
E: query@ampcapital.co.nz
Make a withdrawal Tell us how much you want to withdraw (full or partial) and which Fund you want to make a withdrawal from. You can also specify where we pay your withdrawal. AMP Capital Investment Funds PO Box 106-435, Auckland 
E: query@ampcapital.co.nz
Change personal details
Change your name, address, phone numbers and banking details
 
AMP Capital Investment Funds PO Box 106-435, Auckland 
E: query@ampcapital.co.nz
Make an Early Withdrawal from the Term Advantage Fund To make an early withdrawal from the Term Advantage Fund download and use this form.  AMP Capital Investment Funds PO Box 106-435, Auckland 
E: query@ampcapital.co.nz
Learn about FATCA Download frequently asked questions about FATCA and how it affects New Zealand investors. n/a
Learn about Common Reporting Standards (CRS) Download frequently asked questions about CRS obligations and how it affects New Zealand investors. n/a
Foreign Tax Residence Declaration Form Download Foreign Tax Residence Declaration Form. n/a
       

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