Important Documents

 

PRODUCT DISCLOSURE STATEMENT (PDS)

Please note that the Salt Investment Funds replacement Product Disclosure Statement (PDS) replaces our previous PDS and that all new applications must be made using the PDS dated 10 February 2017.

PDS

CRS SELF-CERTIFICATION FORM

A CRS self-certification form needs to be completed with all applications. The form is available here. 

New Zealand has endorsed the OECD’s Standard for Automatic Exchange of Financial Account Information in Tax Matters which incorporates the Common Reporting Standard (‘CRS’). CRS facilitates the annual cross border automatic exchange of information on ‘financial accounts’ between the competent authority of each country with which New Zealand enters into a bi-lateral agreement to implement CRS. There are substantial similarities between the Foreign Account Tax Compliance Act (also referred to as ‘FATCA’) and CRS regimes. CRS requires financial institutions to identify accounts held by customers who are foreign tax residents or entities connected to foreign tax residents. 

ANNUAL REPORT FY17

Click below to download a copy of Salt Investment Funds Limited Annual Report for 31 March 2017.