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phone 04 494 2200
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phone 0800 400 499
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Institutional investors
phone 0800 400 499
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Adviser information and forms

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:

Product Disclosure Statements for 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.

Product Disclosure Statement Download Mail Quantity
Cash Advantage Fund
Term Advantage Fund
AMP Capital Investment Funds Cash and Fixed Interest Funds
AMP Capital Investment Funds Responsible Investment Leaders Diversified Funds
AMP Capital Investment Funds Property, Infrastructure and Commodities Funds
AMP Capital Investment Funds Global Shares Funds
AMP Capital Investment Funds Goals Based Funds
AMP Capital Investment Funds NZ and Australian Shares Funds
Fill in the order form

Forms for Advisers

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.

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 table for Product Disclosure Statements)

AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz

Invest with AMP Capital

Download a process document with instructions on how to invest with AMP Capital

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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 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

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

Switch investment

Request that we switch your investment from one Fund into another Fund. 

AMP Capital Investment Funds
PO Box 106-435, Auckland
E: query@ampcapital.co.nz

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

Learn about FATCA

Download frequently asked questions about FATCA and how it affects New Zealand investors.

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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