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Frequently Asked Questions

What information do I need to apply for a Managed Fund account?

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.

Click here to start the process or apply via the Generate app.