You can apply to invest in Milford PIE Funds in one of the following ways.
- Download and print the Product Disclosure Statement (includes the Application Form)
- Request a Product Disclosure Statement to be posted to you
Once the Form is completed, print it out, sign and date it, and mail it to us along with the required identity documentation.
Milford Funds Limited
PO Box 960
Please make the cheque payable to ‘TEA Custodians Ltd o/a Milford Funds Ltd’ or direct credit to 02 0500 0907231 000 (please reference your name and IRD number with a direct credit deposit).
If you are already a client and would like to add to an existing investment, simply direct credit funds to 02 0500 0907231 000 (please reference your name, Fund and Unit Holder number with the direct credit). If you invest in more than one Fund please email us on email@example.com to confirm how your new investment should be spread across your Milford Fund holdings.