You can create an allocation directly in the Investor Portal by following these steps.
Step 1: Access the Investment
Log in to the investor portal
Click Learn more on the investment opportunity you wish to explore.
Note: The Learn more option may not always be available, depending on how the fund manager has set up the investment. If you do not see this option, please contact your fund manager for assistance.
Step 2: Review the Investment Details
On the investment page you can view:
An overview of the investment
A short summary
Offer documents (if available)
On the right-hand side, you will see a box with:
Fund name
Minimum investment required
Price per unit
Click Invest to continue.
Step 3: Select Your Investing Entity
Choose the investing entity you wish to use.
Click Continue.
Step 4: Enter Your Allocation Amount
Enter the amount you wish to invest.
Note: The minimum investment field indicates the lowest amount required for this investment. If you enter less than the minimum, you will see a message such as:
“The minimum amount per investment is NZD [amount].”
Click Continue.
Step 5: Review, Confirm, and Track
Review the investment summary
Click Confirm to submit your allocation request
A confirmation message will appear showing that your allocation has been submitted
You will be taken to the Orders section where you can track the status of your allocation
Your fund manager will also be notified and may contact you if further information is required
If you have any questions or need help at any stage, please contact your fund manager for support.