Invest with Midlands
READY TO INVEST SMARTER?
STEP THIS WAY
This is where you can join other savvy Kiwis who have opted for a clever, conservative investment that delivers proven returns. All you need to do is read some important documents, complete an Application Form and provide some identification. Feel free to give us a call at any stage.
Five steps to Investing Smarter with Midlands:
1
Read our important documents
2
Fill in an Application Form
3
Complete identification verification
4
Deposit funds
5
Many
happy returns
Two ways to apply
Option 1
Apply now
You can complete our Midlands Smarter PIE Fund Application Form here. Fill it in online or print it out and then scan and email it back to us, post it back to us or drop if off to us.
Option 2
Pop in to see us
Visit us at 1/111 Karamu Road North, Hastings, Hawkes Bay
and you can complete your application on the spot.
An appointment isn’t obligatory but it does help with our planning.
Please bring your NZ Passport (preferred) or Driver Licence
and a Bank Statement.
Have you read our Product Disclosure Statement? It’s available here.
IMPORTANT STUFF YOU’LL NEED TO APPLY
Your IRD Number
A current NZ Passport (preferred) OR NZ Driver Licence
A Bank Statement with your home address (not a PO Box)
If you do not have all of these things, please call us and we can advise you.
Which fund do you want to invest in?
(please select one)
Have you read our Product Disclosure Statement? It’s available here.
This SMARTER PIE FUND application is for…
(please select one)
An Individual or Joint Account
A Company, Trust, Entity Incorporated Society, Partnership or an Estate
Under 18
Please phone us to discuss on
0800 870 326
This WHOLESALE FUND application is for…
(please select one)
Under 18
The Midlands Wholesale Fund is not open to investors under 18 years of age
How to transfer funds to Midlands
YOUR ACCOUNT MUST BE ESTABLISHED WITH MIDLANDS BEFORE WE CAN ACCEPT ANY FUNDS FOR INVESTMENT.
Once your account has been set up, you can transfer your first investment sum or additional funds into the Midlands Smarter PIE Fund bank account by using these bank account details:
ACCOUNT NAME: Midlands Funds Management Limited
BANK: ANZ Bank New Zealand Limited
ACCOUNT NUMBER: 06 0701 0385070 03
It would be really helpful if you could include the following reference details:
Particulars: YOUR SURNAME
Code: YOUR FIRST NAME
Reference: YOUR ACCOUNT NUMBER (STARTING WITH UF OR WF)
To make this easy, we’ve set Midlands Funds Management up as a registered payee with all major NZ banks. Create a payment on online banking or on your phone banking app as usual. In the ‘Payee’ field, type ‘Midlands’ and ‘Midlands Funds Management Limited’ should appear. Select this and our bank account details will automatically pre-populate. Then you can complete the transaction as normal.
Once we receive your funds we will send you a confirmation letter and Unit Certificate to confirm your deposit and investment balance.
TO MAKE A DEPOSIT INTO OUR WHOLESALE FUND, PLEASE USE BANK ACCOUNT NUMBER 06 0701 0385070 05
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)
