A SIPO is essentially the rulebook that tells you how a fund manager is allowed to play with your money - what they can invest in, what they can't, and how much risk they're allowed to take. Think of it as the fund's constitution.

Think of this as the fine print behind the fine print. If the PDS and SIPO are the headline story, the OMI is the footnotes - the extra detail on how the Fund actually operates day-to-day

A PDS is basically an instruction manual - it tells you exactly what you're buying, what it costs, and what could go wrong. Think of it as the terms and conditions of your money.

This is the fund's way of officially crossing something out and rewriting it, because even constitutions need updating sometimes.

This is the rulebook that governs how the fund operates day to day. It’s an agreement between the manager (The Curve Investments Limited) and the independent supervisor (Public Trust), who oversees the fund on behalf of investors like you.

This is the birth certificate of a fund; it's the legal document that brings the whole thing into existence in the first place.

This is your "I'm in" form; it's how you officially sign up and hand over your money to invest. It's an all in one application, covering individual, joint, children's, trusts, companies, estates and custodian accounts.

If you're setting up an individual or joint account, it's quicker to use the 'Invest Now' button in the top right instead.

For everything else, download the form below, fill it in (it's fully editable), and email it to Hello@TheCurveInvestments.co.nz to get things moving.

The form that lets the fund automatically take money from your bank account on a regular basis, so investing becomes a set and forget. And we all know regular contributions to your investments is key to building wealth!

To set this up, complete the form and email it to us at Hello@TheCurveInvestments.co.nz. Then notify your bank of your plans. If you don't, the direct debit will get rejected. That's it. The rest is compounding history.

Need access to some of your money? Whether it's for a rainy day or because you've hit a savings goal, you can withdraw all or part of your investment whenever you need to. 

The easiest way is through the secure withdrawal process in your client portal, we'd recommend starting there first. If you'd prefer to use this form instead, simply complete it, sign it, and email it to Hello@TheCurveInvestments.co.nz and we'll get it sorted.

Once we've received your completed request, funds are paid out within five business days.