Product Information and Forms
As well as investment statements and application forms, below you'll find product information and a number of forms to help you manage your investments with AMP. They are grouped by the different investment products, so simply click on the relevant link to be taken to the appropriate section.
Product Information and Forms for our Investment Products
AMP Savings and Investments Portfolio
Product Information and Forms for our superannuation and retirement savings products
KiwiSaver
Retirement savings
New Zealand Retirement Trust (NZRT)
AMP State Sector Retirement Savings Scheme
ASPIRE State Sector Retirement Savings Scheme
AMP WealthView
If you're already investing with AMP WealthView, please log on to AMP WealthView to access all the forms and brochures you'll need to manage your investments. Go to the WealthView log-in screen.
If you're interested in AMP WealthView and want to find out more, visit the AMP WealthView page.
Premium Investments
Premium Investments - Investment Statement
21 May 2013 | PDF Document | 830 KB
AMP Personal Superannuation Scheme Prospectus20 September 2012 (as amended on 21 December 2012, 2 April 2013 and 21 May 2013) | PDF document | 514 KB
AMP Personal Unit Trust Prospectus20 September 2012 (as amended on 2 April 2013 and 21 May 2013) | PDF document | 1099 KB
AMP Personal Superannuation Scheme Financial Statements
31 March 2012 | PDF form | 1.71 MB
AMP Personal Unit Trust Financial Statements
31 March 2012 | PDF form | 1.61 MB
Premium Investments - Changing your Investments form
PDF form | 75.9 KB
Premium Investments - Change of Personal Details form
PDF form | 54.5 KB
Premium Investments - Direct Debit Authority form
PDF form | 197 KB
Premium Investments - Withdrawing Funds form
PDF form | 61.3 KB
Premium Investments - Request to add Telephone Transaction Service form
PDF form | 94.9 KB
Premium Investments - Transfer Application form
PDF form | 418 KB
Classic Investments
AMP Personal Superannuation Scheme Prospectus
20 September 2012 (as amended on 21 December 2012, 2 April 2013 and 21 May 2013) | PDF document | 514 KB
AMP Personal Unit Trust Prospectus
20 September 2012 (as amended on 2 April 2013 and 21 May 2013) | PDF document | 1099 KB
AMP Personal Superannuation Scheme Financial Statements
31 March 2012 | PDF form | 1.71 MB
AMP Personal Unit Trust Financial Statements
31 March 2012 | PDF form | 1.61 MB
Classic Investments - Changing your Investments form
PDF form | 76 KB
Classic Investments - Change of Personal Details form
PDF form | 54.5 KB
Classic Investments - Direct Debit Authority form
PDF form | 197 KB
Classic Investments - Withdrawing Funds form
PDF form | 61.3 KB
Classic Investments - Request to add Telephone Transaction Service form
PDF form | 117 KB
Classic Investments - Transfer Application form
PDF form | 418 KB
Important Information
The following prospectuses for our investment products have been registered with the Registrar of Financial Service Providers.
- AMP Personal Superannuation Scheme Prospectus dated 20 September 2012 (as amended 21 December 2012, 2 April 2013 and 21 May 2013)
- AMP Personal Unit Trust Prospectus dated 20 September 2012 (as amended 2 April 2013 and 21 May 2013)
Copies of the registered prospectuses, financial statements, instruments to amend the prospectus (if any) and the Premium Investments investment statement are available from this website and can be obtained by calling Customer Services on 0800 808 267, emailing us at service@amp.co.nz or by writing to us at AMP Services (NZ) Limited, P O Box 55, Shortland Street, Auckland 1140, New Zealand.
The registered prospectuses and financial statements can also be found at www.business.govt.nz/companies under "Search Other Registers".
Premium Investments and Classic Investments each offer two products. The AMP Personal Superannuation Scheme (the 'Scheme') - AMP Services (NZ) Limited ('AMP Services') is the Trustee of the Scheme. The AMP Personal Unit Trust (the 'Unit Trust') - AMP Services is the issuer and manager of the Unit Trust. The Trustee of the Unit Trust is The New Zealand Guardian Trust Company Limited. While care has been taken to supply information on this website that is accurate, none of AMP Services, the Trustees, the underlying fund managers, any of their related companies, their directors, or any other person guarantees the Scheme or the Unit Trust, any investment or any returns on an investment in the Scheme or the Unit Trust, or gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way from any error or omission. Past performance is not indicative of future performance and is not guaranteed by any party. Returns over different periods may differ.
AMP Savings and Investments Portfolio
Savings & Investments Portfolio Switch/Reallocation form
PDF form
Savings & Investment Portfolio Change of Personal Details form
PDF form | 44.9 KB
Savings & Investments Portfolio Direct Debit Authority form
PDF form | 206 KB
Savings & Investments Portfolio Withdrawal form
PDF form | 71.1 KB
Request to add Telephone Transaction Service form
PDF form | 117 KB
Savings & Investment Portfolio Transfer application form
PDF form | 419 KB
The following prospectuses have also been registered with the Registrar of Financial Service Providers:
- Client Unit Trust Prospectus dated 20 September 2012; and
- Unit Trust (known as Personal Managed Funds) Prospectus dated 21 September 2012.
Copies of the registered prospectuses, financial statements, instruments to amend the prospectus (if any) and investment statement can be obtained by calling Customer Services on 0800 808 267, emailing us at service@amp.co.nz or by writing to us at AMP Services (NZ) Limited, PO Box 55, Shortland Street, Auckland 1140, New Zealand.
