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New Zealand Investment Portfolio Management Limited (NZIPM) is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.

 


NZIPM (FSP389106) is the manager of the NZIPM Tailored Portfolio Service (Scheme) and has 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.
OR
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 an financial advice provider about the offer or these documents, please message info@nzipm.co.nz for more details.

 
 
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FUND UPDATES & PDS

You may download a copy of the latest Fund Updates by clicking these links:
IPM Diversified Income Portfolio 30 September 2024

IPM Diversified Growth Portfolio 30 September 2024

The latest NZIPM Tailored Portfolio Service Product Disclosure Statement is available for download:

Product Disclosure Statement 31 July 2024