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.
commonly used 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 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
Midlands Smarter PIE Fund PDS & Application Form – Children
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 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
2024 Midlands Income Wholesale Fund Audited Financial Accounts
2024 Midlands Smarter PIE Fund Audited Financial Accounts
2023 Midlands Income Wholesale Fund Audited Financial Accounts
2023 Midlands Income Fund Audited Financial Accounts
2022 Midlands Income Wholesale Fund Audited Financial Accounts
2022 Midlands Income Fund Audited Financial Accounts
2021 Midlands Audited Financial Accounts
2020 Midlands Audited Financial Accounts
2019 Midlands Audited Financial Accounts
2018 Midlands Audited Financial Accounts
2017 Midlands 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
Email Us
Investments Team:
investments@midlands.net.nz
Loans Team:
loans@midlands.net.nz
visit us
1/111 Karamu Road North
PO Box 609
Hastings, New Zealand
(9am-4pm Monday-Friday)
