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 info@omf.co.nz. 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

Client Account Application (Individual)
Client Account Application (Joint)
Client Account Application (Trust)
Client Account Application (Company)
AML Certification & Verification Certificate
General Terms and Conditions

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)