Redemptions

Withdrawing Funds

To withdraw your funds from a First Mortgage Trust Fund you must complete a Notice of Redemption.

Withdrawals are normally actioned twice a week (on Monday and Thursday) and we generally action withdrawals within four business days of receiving your completed Notice of Redemption.

A Notice of Redemption must be for at least 500 units or the whole amount of your investment if the balance of your investment is less than 500 units.

We will need to receive a completed and signed Notice of Redemption by the close of business on Monday for processing on the following Thursday, and by the close of business on a Thursday for processing the following Monday. (If a Public Holidays falls within these dates we may require an extra day to process the transaction.)

Wanting to withdraw funds?

Please fill out the details in the form below or give us a call on 0800 321 113 to request a redemption and we will send you a pre-filled form to complete & sign.

We use Docusign to gather signatures by default but if you’d prefer to sign a physical document please let us know and we can arrange it.

Download FMT Lending Pack

Download FMT Investor Pack

First Name*

Last Name*

Email address*

Phone number*

Which fund are you interested in?*

Region*

How did you hear about us?*

Do you want to subscribe to the FMT Quarterly Newsletter?

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.

First Name*

Last Name*

Email address*

Phone number

Which fund are you interested in?

Region*

Your physical address* (We cannot courier to P.O Boxes)

How did you hear about us?*

Do you want to subscribe to the FMT Quarterly Newsletter?

Request a Call-back

Youth Sponsorship Application

First Name

Last Name

Email address

Phone number

Date of Birth

Where do you live

Postal Address

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

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.