Investing with AmanahNZ
Invest with AmanahNZ by following the below instructions - please note that all applications are subject to acceptance by the Manager (Amanah Trust Management (NZ) Limited).
1. PRODUCT DISCLOSURE STATEMENT
Download and read our Product Disclosure Statement (PDS) using the below link. It is important that you read the AmanahNZ PDS, and if necessary, seek independent financial advice.
2. APPLICATION FORM
Complete the application form at the back of the Product Disclosure Statement (also available for download here).
3. SUPPORTING DOCUMENTS
Before we can accept your application to invest with AmanahNZ, we are required to verify your identity and address. If you are unable to provide the below documentation, please contact us (0800 4 AMANAH (0800 4 262624) or firstname.lastname@example.org) and we will work with you to arrange suitable alternative documentation.
Individual/Joint Investors: We will require identity and address verification documents for the applicant's only. Please note that for applications for persons under 18, a parent/guardian will be required to complete the additional account holder/signatory details form with the application and provide identification documents as per the options below.
Trust, Company, Partnership, Incorporated Society or Association: We will require identity and address verification documents for persons associated with the account, for example: Trustees, company directors, authorised officers, power of attorney or any other person authorised to operate the account or who may significantly influence decisions relating to the account.
Identity verification: Please provide certified* copies of the documents listed under one of the following options
Option 1 (persons 18 and over) - One of the following documents:
Passport (pages containing name, date of birth, photograph and signature); or
New Zealand driver licence
Option 2 (persons 18 and over) -
Full birth certificate; plus one of the following documents:
Overseas driver licence
Option 3 (persons under 18) -
Full birth certificate; or
Plus: Identification (as per options 1 or 2) for parents/guardians who have co-signed the application
*Certifying Documents: Copies of your identity documents must be legible, and certified by a representative from the Manager or an approved referee. An approved referee must be at least 16 years of age and one of the following: Police officer, Justice of the Peace, New Zealand registered lawyer, accountant, doctor or teacher, Notary Public or a Member of Parliament who is not related to you or your spouse and does not live at the same address as you. The approved referee must view the original version of the document (not a copy), before writing their name, occupation, date, signature and a statement to the effect that the document is a certified copy of the original document sighted.
Please note: If you are supplying foreign identity documents you must also supply proof of New Zealand residency.
Address verification: Please provide a copy of one of the following document dated within the last 12 months (does not need to be certified)
Bank Statement; or
New Zealand Government Department statement; or
New Zealand utility company statement (i.e.: electricity, gas, phone, SKY).
4. COMPLETED APPLICATIONS
Send your completed applications and supporting documents to:
PO Box 4070
5. NEXT STEPS
We will contact you if we require any further information from you – once we have processed your application we will notify you that it has been accepted.
For more information on making investments with AmanahNZ, including bank deposit details please see here.
Please feel free to contact us if you have any questions about AmanahNZ or require assistance with the application process -
Freephone: 0800 4 AMANAH (0800 4 262624)