HERE’S LOTS OF IMPORTANT STUFF
Forms &
Documents
We get it, forms and documents can be a bit of a bore. But to be a retail managed fund in New Zealand, we have lots of documentation we need to provide, reporting we need to do and legal obligations we need to meet. It’s all ultimately designed to help protect your investment, which we think is pretty smart.
Forms
Midlands Smarter PIE Fund PDS & Application Form – Individuals & Joint Investors
Midlands Smarter PIE Fund PDS & Application Form – Entities
Midlands Wholesale Fund Application Form – Individuals & Joint Investors
Midlands Wholesale Fund Application Form – Entities
Withdrawal Form
PIR Form
MIDLANDS SMARTER PIE FUND
Midlands Smarter PIE Fund Investment Guide
Midlands Smarter PIE Fund Fact Sheet
Midlands Smarter PIE Fund PDS & Application Form – Individuals & Joint Investors
Midlands Smarter PIE Fund PDS & Application Form – Entities
Midlands Smarter PIE Fund SIPO
Midlands Smarter PIE Fund PDS
Midlands Smarter PIE Fund Investor Pack
Midlands Smarter PIE Fund Trust Deed
MIDLANDS WHOLESALE FUND
Midlands Wholesale Fund Fact Sheet
Midlands Wholesale Fund Application Form – Individuals & Joint Investors
Midlands Wholesale Fund Application Form – Entities
Midlands Wholesale Fund Information Memorandum
Midlands Wholesale Fund Investor Certificate
Midlands Wholesale Fund SIPO
Midlands Wholesale Fund Investor Pack
Midlands Wholesale Fund Trust Deed
FUND PERFORMANCE & UPDATES
Quarterly Newsletters
Quarterly Fund Updates
MANAGER ANNUAL REPORT
2024 Midlands Funds Management Annual Report
FUND Annual Reports
2024 Annual Report – Midlands Smarter PIE Fund
2023 Audited Midlands Wholesale Fund Audited Financial Accounts
2023 Audited Midlands Smarter PIE Fund Financial Accounts
2023 Audited Income Wholesale Fund Financial Accounts
2023 Audited Income Fund Financial Accounts
2022 Audited Income Wholesale Fund Financial Accounts
2022 Audited Income Fund Financial Accounts
2021 Audited Financial Accounts
2020 Audited Financial Accounts
2019 Audited Financial Accounts
2018 Audited Financial Accounts
2017 Audited Financial Accounts
FMA LICENCE
FMA Licence
POLICIES
Privacy
Complaints
Website Terms & Conditions
Here’s how you can get in touch with us:
Give us a call
General Enquiries:
0800 870 326
Investment Team: 06 870 3260
Loans Team: 06 974 6655
Sandy: 027 624 4554
Email Us
Investments Team:
investments@midlands.net.nz
Loans Team:
loans@midlands.net.nz
visit us
No appointment necessary
1/111 Karamu Road North
PO Box 609
Hastings, New Zealand
(normal business hours)
