Invest now I’m applying for I’ m applying for: MyselfJoint Account with someone elseA company, trust or other entity Next Personal/Business data First Name (required) Last Name (required) Email Address (required) Phone Number Date of Birth How much are you considering investing? Initial Investiment $0$2,000 - $50,000$50,001 - $100,000$100,001 - $300,000$300,001 - $500,000$500,001+ Monthly Investiment $0$2,000 - $50,000$50,001 - $100,000$100,001 - $300,000$300,001 - $500,000$500,001+ Your details First Name (required) Last Name (required) Email Address (required) Phone Number Date of Birth Joint applicant details First Name (required) Last Name (required) Email Address (required) Phone Number Date of Birth How much are your considering investing? Initial Investiment $0$2,000 - $50,000$50,001 - $100,000$100,001 - $300,000$300,001 - $500,000$500,001+ Monthly Investiment $0$2,000 - $50,000$50,001 - $100,000$100,001 - $300,000$300,001 - $500,000$500,001+ Basic Information Company, trust or entity name(required) Entity type CompanyTrustPartnershipIncorporated SocietyCharity Email Address (required) Contact Number Potential investment amount $100,000 - $500,000$500,001 - $1,000,000Above $1,000,000 BackNext Nominate bank account Name of account (required) Account Number Bank Branch Account Suffix Bank/Branch (required) Proof of bank account(required) I would like to provide a proof of bank account later Purpose of investment Please tell us the primary reason you are investing these funds with us RetirementIncomeInvestingOther What are your goals/plans for this investiment How do you intend to DEPOSITS on this account? DEPOSITS: RegularNow and ThenLump sum (one-off)Other How do you intend to WITHDRAWALS on this account? DEPOSITS: RegularNow and ThenLump sum (one-off)Other Your tax information IRD number Prescribed Investor Rate 10.5%17.5%28% Are You a New Zealand tax resident? YesNo Are You a U.S. Citizen or U.S. tax resident? YesNo Are You a tax resident in another country other than the U.S or New Zealand? YesNo Privacy Statement The information that you provide us in this application and which you may provide us in the future may be used by Fisher Funds, the Supervisor and any related entities of either, your financial adviser or the distribution entity through which you joined the Scheme (if applicable) and by other service providers to the Scheme to provide services in relation to your investment and to promote to you other products and servioes. You have the right to access the information held by us and you may also request that it be corrected by contacting us. We will provide you (on request) with the name and address of any entity to which information has been disclosed. Nominate bank account Name of account (required) Account Number Bank Branch Account Suffix Bank/Branch (required) Proof of bank account(required) I would like to provide a proof of bank account later Purpose of investment Please tell us the primary reason you are investing these funds with us RetirementIncomeInvestingOther What are your goals/plans for this investiment How do you intend to DEPOSITS on this account? DEPOSITS: RegularNow and ThenLump sum (one-off)Other How do you intend to WITHDRAWALS on this account? DEPOSITS: RegularNow and ThenLump sum (one-off)Other Your tax information IRD number Prescribed Investor Rate 10.5%17.5%28% Are You a New Zealand tax resident? YesNo Are You a U.S. Citizen or U.S. tax resident? YesNo Are You a tax resident in another country other than the U.S or New Zealand? YesNo Privacy Statement The information that you provide us in this application and which you may provide us in the future may be used by Fisher Funds, the Supervisor and any related entities of either, your financial adviser or the distribution entity through which you joined the Scheme (if applicable) and by other service providers to the Scheme to provide services in relation to your investment and to promote to you other products and servioes. You have the right to access the information held by us and you may also request that it be corrected by contacting us. We will provide you (on request) with the name and address of any entity to which information has been disclosed. Privacy Statement The information that you provide us in this application and which you may provide us in the future may be used by Fisher Funds, the Supervisor and any related entities of either, your financial adviser or the distribution entity through which you joined the Scheme (if applicable) and by other service providers to the Scheme to provide services in relation to your investment and to promote to you other products and servioes. You have the right to access the information held by us and you may also request that it be corrected by contacting us. We will provide you (on request) with the name and address of any entity to which information has been disclosed. Back
