Forms & Documents

You can provide us with instructions or open an OMF account by downloading one of the forms below.
Please return completed forms to [email protected]. If you require any information, you can contact us directly.

Account Maintenance Forms

Change of Details form - Use this form if you wish to change your contact details, tax status or nominated bank account.
Standard Settlement Instruction form - Use this form if you wish to nominate a new bank account as a Standard Settlement Instruction.
Third Party Payment form - Use this form if you need to make a payment to a third party.
Authorised Person form - Use this form if you wish to add an authorised person on your account.

Account Application Forms

Please ensure that you read our General Terms & Conditions before completing an application form.

Client Account Application (Individual & Joint)
Client Account Application (Private Company, Trust, Partnership)
AML Certification & Verification Certificate

Product Disclosure Statements

A Product Disclosure Statement (PDS) provides you with essential information to help you decide whether to invest in a financial product.

Deliverable Forward Foreign Exchange Contracts
FX Options
Margin FX
CFDs (index & shares)

Common Reporting Standard (CRS) Declarations

Any Account Holder or Associated Person that is a tax resident in any jurisdiction outside of New Zealand must complete a CRS Declaration when submitting an account application. Please contact us if you are unsure which form you should complete.

CRS-1 Individual Tax Residency Self-Certification Form
CRS-2 Entity Tax Residency Self-Certification Form
CRS-3 Controlling Person Tax Residency Self-Certification Form
W-9 Form
W8-BEN Form - Individuals & Joint Accounts
W8-BEN-E Form - Companies & Trusts

OMF Spot Carbon

OMF Spot Carbon Terms and Conditions (June 2018)
OMF Carbon trading mandate and counterparty agreement

Custody

OMF New Zealand Custodian Application Form
OMF New Zealand Custodian Terms and Conditions