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Generate Referral Submission
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KiwiSaver
Managed Funds
Both
Client First Name *
Client Last Name *
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Client Email *
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We will reach out to your client within two business days. Please note the first call is to book a meeting and will take approximately 5 minutes. Please let us know preferred time of day for this call *
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(any further detail on the situation, etc)
Approx. funds to be invested/transferred? *
Under $250K
$250K and over
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If I am completing this on behalf of a referral, I have obtained the consent of the person who is being referred to provide their personal details and contact information *
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I am the person being referred
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Download a copy of the
Generate KiwiSaver Scheme Product Disclosure Statement
and
Generate Unit Trust Scheme (Managed Funds) Product Disclosure Statement
. The issuer is Generate Investment Management Ltd.
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