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
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
W8-BEN Form - Individuals & Joint Accounts
W8-BEN-E Form - Companies & Trusts