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KiwiSaver Plan
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Invest NowMilford KiwiSaver Plan
Join or transfer to the Milford KiwiSaver Plan in 3-5 minutes using our online application form. If we can verify your identity online, you shouldn’t need to provide any paperwork to open your account.
Join or transfer your KiwiSaver account online
Join in minutes online nowDownload our application form & Product Disclosure Statement (PDS) below.
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Milford Investment Funds
There are a number of ways to invest in our funds. Individual and joint investors can complete our online application form.
Trusts, Companies and minors can either download an investment pack or request one by post.
New to Investment Funds?
Even if you are a Milford KiwiSaver client you will still need to follow the new client process to open an Investment Funds account.
Adding to your Investment Funds account?
You can add both further money or additional fund choices to your existing Investment Funds account.
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Adding to your Investment Funds account?
If you already hold an Investment Funds account and would like to add to it or invest in a new fund, simply login to the Milford Client Portal and follow the steps in the Payments & Transfers section:
If you would like to confirm the bank account and payment details for your direct credit, please see details below:
Bank account number: 02 0500 0907231 000 Please reference your direct credit as follows:
Particulars: Account name
Code: Use Fund Code provided in the Payments & Transfers section of the Milford Client Portal.
Reference: Milford Investor Number (e.g. ML#####).
For investments into more than one Fund: Please use MIX for the Fund Code and email info@milfordasset.com to confirm how your investment should be allocated across your Milford Fund Holdings.
Start your investment
To apply, please either download a KiwiSaver pack or request a KiwiSaver pack by post.
Please select the age group of the person investing
Please choose the type of investment entity:
Please choose the type of investment entity:
Opening a new fund?
If you would like to invest in a fund which you do not currently hold in your account, you will need to download and complete an application form and return this to us by following the instructions on the form.
Please choose the type of investment entity
Start your investment
To apply, please either download an investment pack or request an investment pack by post.