Individual Tax Residency Self-certification Form2017-07-14T05:11:41+00:00

Please complete this form if you are a tax resident of any other country apart from, or in addition to, New Zealand. This form helps us to meet our tax reporting obligations under the AEOI Common Reporting Standards. Further information about these obligations is available on the IRD website.

By submitting this form, I agree that the information supplied by me is covered by the full provisions of the terms and conditions governing my relationship with InvestNow setting out how InvestNow may use and share the information supplied by me. I acknowledge that the information contained in this form may be provided to the tax authorities of the country/jurisdiction in which this account(s) is/are maintained and exchanged with tax authorities of another country/jurisdiction or countries/jurisdictions in which the Account Holder may be tax resident pursuant to intergovernmental agreements to exchange financial account information. I certify that I am the Account Holder (or am authorised to sign for the Account Holder) of the account to which this form relates.

By submitting this form, I agree to undertake to advise InvestNow within 10 days of any change in circumstances which affects the tax residency status of any individual identified in this form or causes the information contained herein to become incorrect or incomplete, and to provide InvestNow with updated information within 10 days of such change in circumstances.

Note: If you are a tax resident of more than one jurisdiction other than New Zealand, please complete the form again for the other jurisdiction(s).