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Take the Next Step

We pride ourselves on maintaining strong and trusted relationships and on providing detailed information that is transparent and understandable. If there is anything about your investment that you do not understand, or if you have any queries, you are most welcome to contact us.

We invite you to take the next step towards more successful retirement investing – call us to discuss the Forsyth Barr Investment Funds on 0800 Forbar (0800 367 227).

"Our future is about your future. A long and proud history stands behind us. Our commitment is to continue to provide the highest levels of service for all our clients."

Step one: read the Investment Statement
Download the Forsyth Barr Investment Funds Investment Statement.

Receive the Forsyth Barr Investment Funds Investment Statement by mail: if you would like a copy of the Investment Statement mailed out to you, fill in your details below and we will arrange for an Investment Advisor to send an information pack to you.

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If you would like to discuss any aspect of the Forsyth Barr Investment Funds Investment Statement, please contact us on 0800 Forbar (0800 367 227). Our Investment Advisors can answer any questions you may have, and assist you to organise and determine an investment strategy relevant to you and to your individual needs.

Step two: complete the Forsyth Barr Investment Funds Application Form
If you are ready to take the next step and apply for the Forsyth Barr Investment Funds, you can complete the Application Form in the Investment Statement and return to us.

If you would like to discuss any aspect of the Forsyth Barr Investment Funds Application Form, please contact us on 0800 Forbar (0800 367 227). Our Investment Advisors can answer any questions you may have, or can help you to complete the Application Form.

Disclosure statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.

A copy of the Forsyth Barr Investment Funds Investment Statement and Prospectus is available by calling 0800 Forbar (0800 367 227).