New Zealand Investment Portfolio Management Limited (NZIPM) is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.
NZIPM are the manager of the NZIPM Tailored Portfolio Service (Scheme) and have lodged a Product Disclosure Statement (PDS) for the Offer of investments into the IPM Diversified Income Portfolio, IPM Diversified Growth Portfolio (or a combination of the two) on Disclose.
Should you wish to obtain a copy of the current versions of our governing documents - Trust Deed, PDS or Statement of Investment Policies and Objectives (SIPO) and our Fund Updates or current Financial Statements, please visit Disclose by clicking the link or on request by contacting the Manager.
SEARCH INSTRUCTIONS: To locate the latest Fund Updates on Disclose, select Search Offers. The Offer name is NZIPM TAILORED PORTFOLIO SERVICE and the offer number is OFR10708. Fund Updates are located under the Filings tab.
To locate the Fund Financial Statements, Trust Deed and SIPO on Disclose, select Search Schemes. The Scheme name is NZIPM TAILORED PORTFOLIO SERVICE and the scheme number is SCH10696.
If you would like to speak to a financial adviser about the offer or these documents, please visit New Zealand Financial Planning for contact details.