Effective from 30 April 2024, Bell Gully’s Registered Office in New Zealand as stated in the Loomis Sayles Fund PDSs and Investment Guides has changed to:

Deloitte Centre
Level 5, 1 Queen Street
Auckland 1010
New Zealand

If mailing your application form, please note that the previous version of the PDF form will be accepted for a grace period up until 31 December 2023.

Application Form

Loomis Sayles Global Equity Fund  

Loomis Sayles Global Equity Fund (Quoted Managed Fund)  

Key changes: 

• Tailored the ‘Target Market Summary’ to be more specific to the product in order to describe the level of intended portfolio allocation and risk profile with sufficient granularity.  
• Amber indicators have been removed from the TMD Indicator Key to ensure that the target markets are defined unambiguously.  
• Consumer attributes and related descriptions have been updated to comply with the updated FSC template and ASIC guidance.  
• Distribution conditions have been updated to include issuer and third party distributor conditions.  
• Review triggers have been updated to include, inter alia, material or high number of complaints received about a product.