- What do you need to apply for a Managed Fund?
Frequently Asked Questions
What do you need to apply for a Managed Fund?
Opening a Generate Managed Funds account is relatively easy. You can invest on your own, open a joint account with someone else, or for larger investments you can open an account on behalf of a trust, company or estate.
The documents required will include:
- Photo ID
- Proof of address
- IRD number
- Prescribed Investor Rate (PIR)
- Proof of bank account
Please note: Anyone under 18 years will need a parent or legal guardian to approve the application.