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Savings Plan Form

The Smartshares Savings Plan enables you to stop, restart and increase your regular contributions.

Change to your Smartshares Savings Plan

Use this form for the following funds if you wish to make a change to your contributions or make a one-off lump sum investment.

  • SmartTENZ (NZX 10 Fund)
  • SmartMIDZ (NZX MidCap Index Fund)
  • SmartFONZ (NZX 50 Portfolio Index Fund)
  • SmartMOZY (NZX Australian MidCap Index Fund)

To order this form please email smartshares@nzx.com with your name and address.

Please complete the form and post to: LINK Market Services Limited, PO BOX 91976, AUCKLAND 1030 to arrive no later than 10 business days before the Smartshares Plan direct debit date.



Smartshares Limited is a wholly owned subsidiary of New Zealand Exchange Limited (NZX) and is the manager of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY and SmartOZZY Funds. NZX does not guarantee the performance of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY, and SmartOZZY Funds. Units in SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY, and SmartOZZY Funds have been accepted for quotation by NZX and will be quoted upon completion of allotment procedures. However the Special Division which regulates NZX takes no responsibility for this offer. Copies of relevant Investment Statements can be obtained by contacting a Primary Market Participant or Smartshares Ltd directly at www.smartshares.nzx.com or by phoning 0800 80 87 80. All currency in New Zealand dollars unless otherwise stated.