Completing the Application Form
Instructions for completing the application form are set out below:
Investor Details
Provide your full name(s) and address.
Supply your IRD number (this is a legal requirement).
Investment Details
Enter the amount you wish to invest in the Fund. The minimum initial investment amount is $100,000.
Distribution Details
Please complete the Nominated Bank Account Section
Verification of Identity (pursuant to The Financial Transactions Reporting Act 1966)
Attach a copy of your identification - Drivers Licence or Passport
Trusts
If there are three or fewer trustees, identification is required of each trustee. Where there are more than
three trustees, the principal facility holder must be noted on the application form.
Signing the application form
The following persons must sign the application form:
Investor Type |
Who signs |
| An Individual |
Individual to sign |
| Joint Investors |
Each individual to sign |
| A company including a company acting as trustee for a superannuation fund or trust |
Two directors and a company secretary must sign unless the company is a sole director and sole
secretary company. In that case only the sole director/secretary must sign. Each person must state
their capacity and print their name next to their signature. |
| Individual Trustees of a superannuation fund or trust |
Each individual Trustee to sign |
| A partnership |
Partners to sign |
| Adult on behalf of a child under the age of 18 |
Adult to sign |
| A deceased estate |
Executors to sign |
| A club, charity, church or an unincorporated body |
Office bearers to sign |
Cheques
Investments can only be made by a cheque drawn by the investor on a New Zealand registered bank.
Cheques payable to:
NZGT Aspiring Application Account and crossed "Not Transferable"