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Forms

Many downloadable documents including brochures, information sheets and forms are available on this website. Our documents range in size from 30KB to 900KB. Download times may vary depending on your Internet connection, and size of the document.

Becoming a Craigs Investment Partners Client

 
Form Description
Private Wealth Services Brochure Read this brochure to find out more about Craigs Investment Partners, our investment philosophy, investing process and range of services available to you. 
Our Services Flyer  An overview flyer of the core services we provide.
Terms and Conditions  (and Disclosure of Money and Property Handling Procedures)
Before deciding to open an account, it is important that you familiarise yourself with Craigs Investment Partners Terms and Conditions. 
Client Agreement Form 
Please complete this Agreement if you wish to open an account with Craigs Investment Partners and the account is for an individual, two or more individuals or a minor. 
Client Agreement Form - Trust or Deceased Estate  Please complete this Agreement if you wish to open an account with Craigs Investment Partners and the account is for a trust or a deceased estate. 
Client Agreement Form - Company (Other Incorporated Entity, Partnership or Unincorporated Association)  Please complete this Agreement if you wish to open an account with Craigs Investment Partners and the account is for a company, an incorporated society, an incorporated charitable trust, a partnership or an unincorporated association.
Discovery Profile  Please complete this document to help you and your investment adviser understand your investment objectives and investment preferences.
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Managed Portfolio Service

 
Form Description
Managed Portfolio Services Brochure Read this brochure to find out how our Managed Portfolio Service can help you meet your investment goals.
Managed Portfolio Service Application Form (for existing Craigs Investment Partners clients)
Complete this form if you are an existing Craigs Investment Partners client and now wish to use our Managed Portfolio Service. If you are not already a Craigs Investment Partners client and wish to use our Managed Portfolio Service you will need to complete a Client Agreement.
Scope of Service 
Provides a summary of the Managed Portfolio Services.
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Investment Administration Service

 
Form Description
Investment Administration Service Brochure Read this brochure to find out how our Investment Administration Service can help you meet your goals.
Investment Administration Service Application Form (for existing Craigs Investment Partners clients)  Complete this form if you are an existing Craigs Investment Partners client and now wish to use our Investment Administration Service. If you are not already a Craigs Investment Partners client and wish to use our Investment Administration Service you will need to complete a Client Agreement.
Scope of Service Provides a summary of the Investment Administration Services.
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Cash Management Accounts

 
Form Description
Cash Management Accounts Flyer  This Flyer provides information on the benefits of having a Craigs Investment Partners Cash Management Account and will help you decide if the account will meet your needs. It is important that you read and understand this document in full before opening an account.

If you are a new or existing Craigs Investment Partners client and wish to open a Cash Management Account with us please contact your Investment Adviser.
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Sharebroking

Form Description
Broking Client Agreement Form Client Agreement form for broking clients - individual and joint accounts 
Scope of Service - Personalised  Provides a summary of our personalised sharebroking services.
Scope of Service - Class  Provides a summary of our class sharebroking services.
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mySTART®

 
Form Description
mySTART Brochure  Read this brochure to find out how START can help you meet your investment goals. The application forms for individual and joint applicants are included in this brochure.
mySTART for Juniors Flyer  Read this flyer to find out more about mySTART accounts for children.
mySTART Application Form - Companies, Trusts, Partnerships and Estates Complete this application form to open a mySTART account on behalf of a Company, Trust, Partnership or Estate.
mySTART Direct Debit Form mySTART Direct Debit Form.
QuayStreet Investment Statement Read and complete this Investment Statement if you are investing into a QuayStreet Fund
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superSTART®

 
Form Description
superSTART Investment Statement  This Investment Statement provides detailed information on the benefits of superSTART and how superSTART can help you meet your retirement goals. All application forms are included in this brochure. To understand the range of investment options available to you as a superSTART client, please refer to our superSTART Investment Options brochure.
superSTART Investment Options Brochure  This document outlines the range of investment options available to you as a superSTART client.
superSTART Direct Debit Form  superSTART Direct Debit form.
superSTART Annual Report 2016
2015/2016 Annual Report for superSTART. 
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Superannuation Transfers

 
Form Description
UK Pension Transfer Service Brochure Read this brochure to find out more about our complimentary superannuation transfer service
UK Pension Transfer Information Request Form  An authorisation form for Craigs Investment Partners to investigate the transfer of your superannuation benefits.
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Craigs KiwiSaver

 
Form Description
Craigs KiwiSaver Product Disclosure Statement This Investment Statement provides important information on Craigs KiwiSaver. An application forms is included in this brochure. To understand the range of investment options available to you as a Craigs KiwiSaver client, please refer to our Craigs KiwiSaver Investment Options Brochure.
Craigs KiwiSaver Direct Debit Form  Craigs KiwiSaver Direct Debit Form.
Annual Report 2016 2015/2016 Annual Report.
Additional documents and forms can be found in the Craigs KiwiSaver Document Library.
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Client Administration Forms

 
Form Description
Additional Individuals Details Form  If required, use this form to complete details for Additional Beneficial Owners and/or Authorised Persons to accompany a Client Agreement. 
Change of Contact Details Form  If you have recently moved, you will need to complete a change of address form. Please note if you do not use one of our Wealth Management Services you will need to contact each individual share registry and provide them with their required information.
Authority to Appoint an Authorised Person  Fill in this form to appoint another person, company or partnership as your authorised signatory to operate your Craigs Investment Partners account.
Advice to Remove an Authorised Person  Fill in this form to remove a person, company or partnership that you have previously appointed as your authorised signatory to operate your Craigs Investment Partners account.
Certificate of Non-Revocation of Power of Attorney - Individual This form will need to be completed if an Attorney is acting for an Applicant or Authorised Person for the purpose of completing and signing a contract with Craigs Investment Partners (e.g. a Client Agreement).
Certificate of Non-Revocation of Power of Attorney - Company This form will need to be completed if an Attorney is acting for an Applicant (company) or Authorised Person for the purpose of completing and signing a contract with Craigs Investment Partners (e.g. a Client Agreement).
Crest UK Transfer Form  Use this form to lodge or sell UK securities.
NZ On-Market Transfer Form  Use this form to sell securities listed on the NZUL (unlisted) Exchange.
NZ Off-Market Transfer Form  Use this form to transfer New Zealand Securities between two known parties. 
NZ Off-Market Transfer Form (Computershare)  Use this form to transfer New Zealand Securities between two known parties if the shares are held on the Computershare Registry.
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Custodial Services

 
Form Description
Custodial Services Flyer Read this flyer to find out about Custodial Services Limited, and how this custody service holds and administers securities on your behalf.
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QuayStreet Asset Management


Read and complete this Product Disclosure Statement if you are investing into a QuayStreet Fund.
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Investment Brochures

 
Form Description
CIP & FMG Strategic Alliance Brochure  Introducing the key features of our strategic alliance with FMG. 
Portfolio Report Form Complete this form if you wish to receive your Craigs Investment Partners Portfolio Reports electronically via our website.
Trustee’s Guide to Investing  Seven things every Trustee should know about investing including their obligations under the Trustee Act 1956. 
So You’ve Sold Your Farm – What Now?  Things you need to consider if you have recently sold your farm before you spend or invest the proceeds. 
So You’ve Sold Your Business – What Now?  Things you need to consider if you have recently sold your business before you spend or invest the proceeds. 
Beyond the Farm Brochure  An introduction guide for farmers who are considering investing beyond the farm. 
Get the most out of your investments  6 things you need to know to get the most out of your investments. An information Sheet written to help give an understanding of financial (and other) matters to consider when investing your money. 
Custodial Services Safekeeping Flyer Custodial Services Limited offers a safe custody service whereby securities are held and administered on your behalf.
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CIP Reports: Samples and Guides

 
Form Description
MPS Portfolio Reports Guide A detailed guide to your Managed Portfolio Services reports.
Quarterly Report A sample quarterly report for Managed Portfolio Service.
IAS Portfolio Report Guide A detailed guide to your Investment Administration Services reports.
Tax Report A sample tax report for Investment Administration Service.
'On-Demand Reports' A sample Statement of Holdings report self generated by MPS and IAS clients.
mySTART Holdings Report A sample Holdings Statement for mySTART accounts.
mySTART Transactions Statement A sample Transaction Statement for mySTART accounts.
mySTART Portfolio Summary  A sample Portfolio Summary for mySTART accounts. 
kiwiSTART Defined Holdings report  A sample Holdings Statement for kiwiSTART Defined accounts.
kiwiSTART Defined Transactions Statement  A sample Transaction Statement for kiwiSTART Defined accounts. 
kiwiSTART Defined Portfolio Summary A sample Portfolio Summary for kiwiSTART Defined accounts.
Glossary of Investment Terms  Navigate your way through investment industry jargon with our glossary of investment terms. 
Guide to Private Equity  A guide to private equity investing. 
Guide to Fixed Interest  A guide to fixed interest investing.
RWT & PIR Tax Rates  A guide to RWT & PIR Tax Rates.
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Can't find what you are looking for?

If you still can't find what you are looking for please contact an Investment Adviser or send us an email.

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