Ready to Invest? Start Here

Adding to an existing fund holding?

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:

Go to Milford Client Portal

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.

Download KiwiSaver pack Request KiwiSaver pack by post

Please select the age group of the person investing

Person under 18
(Download this editable
form + PDS) Over 18
(Download this editable
form + PDS)

Request by post

Please complete the form below and we’ll send you an investment pack by post.
Name*
Title First Name Last Name
Address*
Suburb*
City*
Postcode*
Email Address*
Phone Number
Send me the Milford*
- KiwiSaver Information Pack
- Investment Funds Information Pack

* indicates mandatory field

Please choose the type of investment entity:

Individual
(Complete online
application form)

Joint
(Complete online
application form)

Trust or Company
(Download this editable
form + PDS)

Under 18
(Download this editable
form + PDS)

Request an information pack by post

Please choose the type of investment entity:

Individual
(Download this editable
form + PDS)

Joint
(Download this editable
form + PDS)

Trust or Company
(Download this editable
form + PDS)

Under 18
(Download this editable
form + PDS)

Request an information pack by post

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.

Download

Please choose the type of investment entity

Joint/Individual
(Download this editable
form + PDS) Trust/Company
(Download this editable
form + PDS) Person under 18

Start your investment

To apply, please either download an investment pack or request an investment pack by post.

Download investment pack Request investment pack by post

Please choose the type of investment entity

Joint/Individual
(Download this editable
form + PDS) Trust/Company
(Download this editable
form + PDS) Person under 18

Request by post

Please complete the form below and we’ll send you an investment pack by post.
Name
Title First Name Last Name
Address*
Suburb*
City*
Postcode*
Email Address*
Phone Number
Send Me the Milford
- KiwiSaver Investment Pack
- Investment Pack

* indicates mandatory field

Ready to invest?

KiwiSaver Plan

Investment Funds

Milford KiwiSaver Plan

Join or transfer your KiwiSaver account online

Milford Investment Funds

New Client?

Existing client?

What we offer

Contact us

Request by post

Request by post

Ready to invest?

KiwiSaver Plan

Investment Funds

Milford KiwiSaver Plan

Join or transfer your KiwiSaver account online

Milford Investment Funds

New Client?

Existing client?

What we offer

Contact us

Adding to an existing fund holding?

Start your investment

Please select the age group of the person investing

Request by post

Please choose the type of investment entity:

Please choose the type of investment entity:

Opening a new fund?

Please choose the type of investment entity

Start your investment

Please choose the type of investment entity

Request by post

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