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

Create a New Investing Entity

After you’ve created an account, the next step is to create an investing entity which you will invest under.
Not what you’re looking for?
Return to Portal Guides

What is an investing entity?

An investing entity is where your investments are held.

For example, if you have both a joint account and an individual account, these are separate investing entities, even though they are linked to your account.

Each entity operates independently within the portal, ensuring clear oversight and control over your investments

For new investors:

1. Log in to the Investor Portal

2. Click the notification bell and click “Add investing entity”

or

2. Click the “Add investing entity” button on the top right of the page.

For current investors:

1. Log in to the Investor Portal

2. Click on your investing entity name in the notification bar and click “Switch / Add Investing Entity” in the dropdown menu.

Then click “Add investing entity” on the top right of the page.

3. Select your investing entity type

Your options are individual, joint individual, partnership, company or trust.

You can have multiple investing entities set up, and you’ll need to go through this process for each of them.

4. Enter the details for the investing entity

Here we chose an individual investing entity; the investing entity type you choose will decide which information we need you to provide to set up the entity.

Fill out all the fields. Some of these, like tax rate, can be edited later.

 

5. Click the “Next” button at the bottom of the page.

6. Your investing entity has been set up.

To invest with this entity, you will need to complete the final few steps:

  • Confirm your email address
  • Add a bank account
  • Verify your identity

If you have any issue with this process, please use the form below to contact one of our team or give us a call on 0800 321 113

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.

    Download FMT Lending Pack

      [mc4wp_checkbox]

      Download FMT Investor Pack


        By providing your email, you agree to receive an investment pack and further emails containing information about investing with FMT.
        Your contact details will only be used for this purpose, and you can unsubscribe at any time.

        Request Physical FMT Investor Pack

          Fill out the form below and our team will post you out an investment pack as soon as possible.


          Request a Call-back

            [mc4wp_checkbox]

            Request a Call-back

              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.
                Back

                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

                Contact Us

                Back

                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

                Contact Us

                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.