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How to buy and sell shares

Fill out the form below and an adviser will be in touch to help you with your transaction.

The process may be slightly different depending on the kind of service that suits you best, and your situation (an individual account, joint account, Trust etc). Our investment options range from buying and selling shares in listed companies, investment funds, KiwiSaver, to our premium portfolio services such as private portfolio management.


As a first step, we would suggest you complete the form below. Alternatively, connect directly with an adviser near you or call us on 0800 367 227 and an adviser from your nearest office will be able to help.

Interested in investing?

To buy and sell shares with us please fill out the form below, so our investment advisers can best help you.


For more information on becoming a client view our Forms and Documents section.