Midlands Smarter PIE Fund PDS & Application Form – Individuals & Joint Investors
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.
Commonly used forms
Midlands Smarter PIE Fund PDS & Application Form – Entities
Midlands Wholesale Fund Application Form – Individuals & Joint Investors
Midlands Wholesale Fund Application Form – Entities
Midlands Product Disclosure Statement
Withdrawal Form
Midlands Smarter Pie Fund
Midlands Smarter PIE Fund Brochure
Midlands Smarter PIE Fund Fact Sheet
Midlands Smarter PIE Fund PDS & Application Form – Individuals & Joint Investors
Midlands Smarter PIE Fund PDS & Application Form – Entities & Trusts
Midlands Smarter PIE Fund PDS & Application Form – Children (< 18 years)
Midlands Smarter PIE Fund SIPO
Midlands Smarter PIE Fund PDS
Midlands Smarter PIE Fund Investor Pack
Midlands Smarter PIE Fund Trust Deed
How to Certify Documents
What Is My PIR Rate
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 Investor Certificate & Eligible Investor Certificate
Midlands Wholesale Fund SIPO
Midlands Wholesale Fund Trust Deed
Annual Financial Accounts
2026 Audited Financial Accounts – Midlands Smarter PIE Fund
2026 Audited Financial Accounts – Midlands Income Wholesale Fund
2025 Audited Financial Accounts – Midlands Smarter PIE Fund
2025 Audited Financial Accounts – Midlands Income Wholesale Fund
2024 Audited Financial Accounts – Midlands Smarter PIE Fund
2024 Audited Financial Accounts – Midlands Income Wholesale Fund
2023 Audited Financial Accounts – Midlands Income Wholesale Fund
2023 Audited Financial Accounts – Midlands Income Fund
2022 Audited Financial Accounts – Midlands Income Wholesale Fund
2022 Audited Financial Accounts – Midlands Income Fund
2021 Audited Financial Accounts – Midlands Mortgage Trust Group Investment Fund
2020 Audited Financial Accounts – Midlands Mortgage Trust Group Investment Fund
2019 Audited Financial Accounts – Midlands Mortgage Trust Group Investment Fund
