Our Tauranga Office has Moved

From Monday 20 October, our team will be based at Northern Quarter, Level 1, 45 The Strand.

Portal Support Guide

Logging in for the first time

This guide is for current investors who haven’t yet logged into their account on the Investor Portal.
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Before you can log in to your account for the first time, you will need to request an activation email from the Investment team.

You can do this by calling us on 0800 321 113 or completing the form on the main portal support page.

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1. Open the email and click "Create Password".

You will then be taken to FMT’s Investor Portal to log into your account and set a password.

If you haven’t received this email yet, please reach out to our investment team and let them know that you would like to use the portal, they can then send you the activation email.

2. Set your password.

Please make this a strong password; with capital letters, lowercase letters, numbers and symbols.

 

3. Click to tick the “Terms and Conditions” and “Privacy Policy” box.

You can read the terms and conditions for using our portal, and our privacy policy before accepting them by clicking the blue text.

These contain important information, and we encourage you to read them carefully.

 

4. Click “Confirm”.

5. Confirm your residential address and phone number.

As a current investor we need to verify that your information matches with the information we’ve got on record.

 

6. Click the tick box to consent to your information being checked and verified.

We treat our investor data carefully and the security of your information is our top priority.

 

7. Click “Complete now”.

Your account has been activated.

Please have a look around the portal and complete any outstanding notifications.

Your notifications will be found on the navigation bar, shown as a “bell” symbol. The number next to it will show you how many notifications you have.

You can view the help guide on how to finish setting up your account here.

Got a question?

Contact the team on 0800 321 113 or fill out the form below.

One of the Investment team will get in touch as soon as possible.

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              Youth Sponsorship Application

                Which type of fund is right for me?

                Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

                Are you investing as an individual or trust?
                An individual A trust
                Other investor types should seek professional tax advice.
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                Individual

                Is your tax return completed by a tax adviser or accountant?

                Yes No

                Can you reasonably estimate your own annual income?

                Yes No

                What is your total income from all sources (including PIE income)?

                < 48k 48-70k 70-119k > 119k

                YOUR RESULTS

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                Trust

                Do you distribute all annual income to beneficiaries?

                Yes Some income is distributed No distribution

                Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

                Yes No
                YOUR RESULTS

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                Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

                There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.