Integral Master Trust
Forms and documents
Forms
New investor application form
New trust investor application form
Additional application form
Investor details form
Redemption request form
Switch request form
Identification form - New Zealand companies
Identification form - individuals
Identification form - trusts and trustees
Company self certification - NZ
Trust self certification - NZ
Individual self certification - NZ
Change of Prescribed Investor Rate (PIR)
Product Disclosure Statement
Annual Report
Environmental, Social and Governance Approach
Fund updates
Quarter ending 31 March 2025
Quarter ending 31 December 2024
Quarter ending 30 September 2024
Quarter ending 30 June 2024
Quarter ending 31 March 2024
Quarter ending 31 December 2023
Quarter ending 30 September 2023
Quarter ending 30 June 2023
Earlier Fund Updates can be found at disclose-register.companiesoffice.govt.nz (Select ‘Search offers’, type in the name of the Scheme, click the scheme name link provided then select the Investment Options tab. Historic Fund Updates are available under the “Fund documents” heading for each Fund).
Investor portal
The client portal provides you with information and reporting so you can easily see how your retirement goals are progressing. If you need any assistance, don't hesitate to contact us directly on 0800 500 811 or at investments@nzbritannia.co.nz.
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