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Milford Unit Trust PIE Funds Individual / Joint Name Lump Sum Withdrawal Form This form should only be completed if you wish to make a withdrawal from your Milford Unit Trust PIE Funds investment. Note:
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How to fill out milford unit trust pie

01
Obtain the Milford Unit Trust Pie application form from the Milford website or a financial advisor.
02
Read the product disclosure statement (PDS) provided by Milford to understand the features, benefits, risks, and fees associated with the unit trust pie.
03
Fill out the personal details section of the application form, including your full name, contact information, and tax file number.
04
Choose the investment option you want to allocate your funds to within the unit trust pie. This could be a single sector or a combination of sectors.
05
Decide on the amount you want to invest in the unit trust pie and enter this in the application form.
06
If you are investing through a financial advisor, provide their details in the relevant section of the form.
07
Carefully review the declaration and agreement at the end of the form, ensuring you understand and agree to the terms.
08
Sign and date the application form.
09
Submit the completed form along with any required identification documents and investment funds to Milford as instructed on the form.
10
Keep a copy of the application form and any supporting documents for your records.

Who needs milford unit trust pie?

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Milford Unit Trust Pie is suitable for individuals who are looking for a professionally managed investment option.
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It is suitable for those who want to diversify their investment portfolio across different sectors such as New Zealand and international shares, fixed interest, and listed property.
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Investors who do not have the time or expertise to actively manage their investments may find Milford Unit Trust Pie beneficial.
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Furthermore, it is suitable for individuals looking for long-term capital growth and who are comfortable with the associated risks.
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Milford Unit Trust PIE is a Portfolio Investment Entity structure offered by Milford Asset Management Limited in New Zealand.
Investors who hold units in Milford Unit Trust PIE are required to file tax returns.
To fill out Milford Unit Trust PIE, investors need to report their unit holdings and any income earned from the investments.
The purpose of Milford Unit Trust PIE is to provide investors with a tax-efficient way to invest in a range of assets.
Investors must report their unit holdings, income earned from investments, and any tax credits received.
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