Advisers can now access a select range of funds from AMP Capital by establishing a distribution agreement with us. The following funds are available to Advisers:
You can download a Product Disclosure Statement by selecting a PDF icon from the list below. If you would like to order Product Disclosure Statements by mail, simply fill in the mail quantity and complete the order form.
Please note these forms are only for use by advisers that have a distribution agreement with AMP Capital.
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, or you can download an Product Disclosure Statement online.
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Use this form to |
Send to |
Download |
Make an application (via Product Disclosure Statement)
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Apply to invest in units in the AMP Capital Investment Funds (see above table for Product Disclosure Statements)
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AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz |
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Invest with AMP Capital
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Download a process document with instructions on how to invest with AMP Capital
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Change personal details
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Change your name, address, phone numbers and banking details
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AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz
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Make a withdrawal
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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.
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AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz
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Make an Early Withdrawal from the Term Advantage Fund
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To make an early withdrawal from the Term Advantage Fund download and use this form.
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AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz |
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Switch investment
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Request that we switch your investment from one Fund into another Fund.
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AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz |
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Make regular payments
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Arrange for regular investments to be automatically invested in your nominated funds.
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AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz |
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Learn about FATCA
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Download frequently asked questions about FATCA and how it affects New Zealand investors.
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Learn about Common Reporting Standards (CRS)
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Download frequently asked questions about CRS obligations and how it affects New Zealand investors. |
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Foreign Tax Residence Declaration Form
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Download Foreign Tax Residence Declaration Form. |
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