FREE ENTRY - Managed Funds

Are you considering investing in or are you already an investor in Managed Funds - Unit Trusts, Superannuation or Retirement funds? If so, you should take advantage of the benefits and savings available to NZIJ Stockbrokers’ clients.

FREE Entry means that the total sum that you invest with the fund manager goes into your investment. You save the amount of the usual entry fee. FREE Entry applies where the fund manager pays NZIJ Stockbrokers an ongoing fee (trail commission) i.e. nearly all New Zealand and many Australian registered Managed Funds - Unit Trusts, superannuation and retirement funds. FREE Entry applies to both lump sum investments and to regular savings investments.

Key Features

• You invest free of charge. There are no catches!   NZIJ Stockbrokers rebates 100% of the up-front commission and fees to investors who choose from our range of FREE Entry Managed Funds - Unit Trusts, superannuation and retirement funds. You receive this rebate as extra units in your chosen fund(s) NB this can save you large amounts of money as entry fees are typically 1-5% of the amount you invest.
• It costs you nothing. NZIJ Stockbrokers is paid an ongoing fee (trail commission) by the fund manager. Trail commission ranges from 0.25% to 0.5% p.a. of funds invested and is paid out of normal fees the fund manager charges you.
• You receive a Free Subscription to the New Zealand Investment Journal if your investments registered with NZIJ Stockbrokers are more than $10,000

It is very very easy to use FREE Entry

• Select from one of the FREE Entry funds.
• Either download the PDF of the investment statement or click the request hardcopy button to have the investment statement mailed to you.
• Read the investment statement and complete the application form and send to the fund manager with your cheque.
  

To transfer your investments to NZIJ Stockbrokers Limited and benefit from FREE Entry or request hard copies of the investment statements, please download and complete the following FREE Entry request and post it back to NZIJ.

To read the Investment Statements you will need Adobe Reader, which you can download free here.To browse our extensive collection of Managed Funds please click here.