Investing as a Trust

Full name of trust/estate

Address of the trust/estate

Type of Trust

Date of Establishment (DD/MM/YYYY)

Confirm Email

Trust IRD Number

PIR Rate

Nominated Bank Account for future withdrawals

Click to upload

Please upload a scan or photo of the trust bank statement. It must show;

Trust name and,

Residential address and,

Bank account number.

Please upload a scan or photo of the trust bank statement. It must show;

Trust name and,

Residential address and,

Bank account number.

Residential Address Verification

Click to upload

Please upload a recent document that matches the address provided in the application and uploaded bank statement. Such as;

Utility bill (e.g. phone, power)

Government document (e.g. IRD)

Online statement (e.g. insurance, rates, another bank)

Please upload a recent document that matches the address provided in the application and uploaded bank statement. Such as;

Utility bill (e.g. phone, power)

Government document (e.g. IRD)

Online statement (e.g. insurance, rates, another bank)

Trustees and beneficial ownership (Individuals only)

Add another Person

Add a Corporate Trustee

Investment Details

How much is your initial investment?

Minimum of $50,000

Fund Type

Supporting Documents

Click to upload

Please upload a certified copy of trust deed and all amendments, and evidence of source of funds and wealth of the trust.

What is this?

Please upload a certified copy of trust deed and all amendments, and evidence of source of funds and wealth of the trust.

What is this?

I confirm that I have read and accepted the Product Disclosure Statement

I confirm that I am authorised to provide the personal details presented and have obtained the consent of the individuals to which the personal details relate for this information to be passed to and checked with the document issuer, official record holder, and authorised third parties for the purpose of verifying my identity. I also confirm that if required, evidence of this consent can be produced.

By Submitting the above you acknowledge that you have read and accepted the Product Disclosure Statement. Identity verification will be completed in accordance with the Financial Transactions Reporting Act 1996 and the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.

By applying to open an Investment Fund account you confirm your intention is to grow your savings.

By completing and submitting this application form you agree to receive all forms of communication from us at the email address you have provided.

The Privacy Act

The information that you provide us in this application and which you may provide us in the future may be used by Simplicity, the Supervisor and any related entities and by other service providers to the Fund/s to provide services in relation to your investment and to promote to you other products and services. We will provide you (on request) with the name and address of any entity to which your information has been disclosed. If you do not provide the information requested on this application form, we may not be able to process your application. You have the right to access the information held by us and you may also request that it be corrected. See here for more info.

Investing as a Trust

Where to find IRD number

What's my PIR rate?

Fund Types

Source of funds

Source of funds