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.

Individual Investors/Companies/Trusts Forms

I want to Use this form to Send to Forms
Invest with AMP Capital
Download a process document with instructions on how to invest with AMP Capital
 n/a How to Invest
Identity Document Guidance Notes for Individuals Download identity document guidance notes to assist you with your application. n/a Requirements for Identification
Identity Document Guidance Notes for Trust/Companies Download identity document guidance notes to assist you with your application. n/a Requirements for Identification - Trusts and Companies
Make regular payments Arrange for regular investments to be automatically invested in your nominated funds.

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Direct Debit Authority
Switch between products Apply to withdraw and apply for units within the same or different funds without having funds paid out.

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Switching Funds Form
Make a withdrawal Tell us how much you want to withdraw (full or partial) and which Fund you want to make a withdrawal from. You can also specify where we pay your withdrawal.

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Withdrawing Funds Form
Change personal details Change your name, address, phone numbers and banking details

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Change of Details Form
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
Invest with AMP Capital
Download a process document with instructions on how to invest with AMP Capital
 n/a How to Invest
Change personal details Change your name, address, phone numbers and banking details

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Change of Details Form
Make a withdrawal Tell us how much you want to withdraw (full or partial) and which Fund you want to make a withdrawal from. You can also specify where we pay your withdrawal.

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Withdrawing Funds Form
Switch investment
Request that we switch your investment from one Fund into another Fund.

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Switching Funds Form
Make regular payments Arrange for regular investments to be automatically invested in your nominated funds.

AMP Capital Investment Funds

PO Box 106-435, Auckland

E: query@ampcapital.co.nz

Direct Debit Authority
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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