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NZ Funds Managed Portfolio Service
Product Disclosure StatementIssued by New Zealand Funds Management Limited
29 March 2019
This document replaces the Product Disclosure Statement dated 20 December
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How to fill out nz funds managed portfolio
How to fill out nz funds managed portfolio
01
To fill out NZ Funds Managed Portfolio, follow these steps:
02
Start by gathering all the required documents, such as your personal identification, financial statements, and investment preferences.
03
Contact NZ Funds to request the necessary application forms for the Managed Portfolio.
04
Fill out the application forms accurately and provide all the requested information.
05
Indicate your investment goals, risk tolerance, and desired investment strategy in the application.
06
Attach any additional documents as required, such as proof of address or income verification.
07
Review the completed application form and ensure all information is correct.
08
Submit the filled-out application form and supporting documents to NZ Funds via the provided channels (email, mail, or in-person).
09
Wait for confirmation from NZ Funds that your application has been processed and your Managed Portfolio has been created.
10
Once your Managed Portfolio is set up, you may need to transfer funds or make initial investments as instructed by NZ Funds.
11
Keep track of your Managed Portfolio and regularly review its performance to ensure it aligns with your investment objectives. You can consult with NZ Funds for any updates or changes needed.
Who needs nz funds managed portfolio?
01
Anyone who is looking for professional investment management services may benefit from the NZ Funds Managed Portfolio.
02
Individuals who lack the expertise, time, or resources to manage their investments effectively may find it convenient to entrust their portfolio to NZ Funds.
03
Clients who prefer a hands-off approach and want experts to handle their investment decisions can opt for the Managed Portfolio.
04
The service caters to both conservative and aggressive investors, allowing individuals to choose a suitable investment strategy based on their risk tolerance and financial goals.
05
Whether you are a beginner or an experienced investor, the Managed Portfolio can be tailored to your needs and investment preferences.
06
NZ Funds offers a range of investment options, including diversified portfolios, sector-specific portfolios, and socially responsible portfolios, catering to various client requirements.
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