If you want to invest in a product for the first time, add to an existing investment or move money between funds you need to:
- read the latest version of the KID for the product and fund you’re considering investing in
- confirm you have a printed copy of the KID, or saved an electronic version of the document
- read the latest version of the Additional Information Document
- send us your instruction and cheque (where applicable)
If at a later date, you want to add to an investment you hold with us or move between funds, we’ll need you to confirm that you’ve seen the most up to date version of the KID. We won’t be able to process a cheque or instruction without that confirmation.