Servicing Forms

For easy access to all of the forms relating to AMP Capital products, start here.

Looking for the latest PDS, go to the investment section today to find these on our fund pages, or go to Pricing & Performance today.

 Based on the product you have, you will find specific forms to change or update your personal instructions or information with us. Simply download and print the form you need, complete it, and send it directly to the mailing address provided.

Please note that on 31 March 2020 AMP Capital’s retail direct platform was transferred to InvestNow. Further information is detailed in the communications below, which have been issued to individual investors and advisers.

Direct investment changes - Individual investor communication
Direct investment changes - Adviser communication

Individual Investors/Companies/Trusts Forms

I want to Use this form to Send to Forms
Learn about FATCA Download frequently asked questions about FATCA and how it affects New Zealand investors. n/a Frequently Asked Questions
Learn about Common Reporting Standards (CRS) Download frequently asked questions about CRS obligations and how it affects New Zealand investors. n/a Frequently Asked Questions
Foreign Tax Residence Declaration Form - Entity Download Foreign Tax Residence Declaration Form. n/a Foreign Tax Residence Declaration Form

Advisers Forms

I want to
Use this form to Send to Forms
Learn about FATCA Download frequently asked questions about FATCA and how it affects New Zealand investors. n/a Frequently Asked Questions
Learn about Common Reporting Standards (CRS) Download frequently asked questions about CRS obligations and how it affects New Zealand investors. n/a Frequently Asked Questions
Foreign Tax Residence Declaration Form - Entity Download Foreign Tax Residence Declaration Form. n/a Foreign Tax Residence Declaration Form

Important notes

This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. All information on this website is subject to change without notice. 

AMP Investment Management (N.Z.) Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page.

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