If you’re unsure whether this applies to you, or if you’d like to sign an Investment Fund or KiwiSaver Agreement with Milford, please contact us at [email protected].
Access Intermediary KiwiSaver forms
Access Intermediary Investment Fund forms
View recordings of previous monthly webinars you may have missed
Access the paper and webinar
Submit form for customised one-pager
Learn more about KiwiSaver and Investment Fund fees for financial advisers
This page is intended for use by Financial Advice Providers who hold an agreement with Milford. If you are not an adviser operating under an agreement with Milford, please return to the Milford website.
This page is intended for use by Financial Advice Providers who hold an agreement with Milford. If you are not an adviser operating under an agreement with Milford, please return to the Milford website.
The Product Disclosure Statements (PDS) and application forms on this page are intended for retail clients only.
If you are an intermediary adviser, please return to the Adviser Resource page to access the correct intermediary application forms.
You may continue to view other documents on the page, such as the SIPO & Member Guide.
