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Forms 2017-12-06T02:10:19+00:00

Forms

There are a few occasions when you will need to send us some paperwork, for example when you are changing your RWT or PIR. Please find below the range of forms we provide. Please follow the instructions provided.

  • InvestNow-Link-Member-to-Another-Investment-Entity:Download PDF
  • InvestNow-Change-of-Details: Download PDF
  • Off-market transfer request: please complete this online form if you wish to transfer investments to your InvestNow account which are held in your own name or with another custodian. Note that we can only accept transfers of funds that we offer.
  • Tax residency self-certification form: please complete this online form if you are a tax resident of a country other than New Zealand, or if any of the settlors, beneficiaries or trustees of your trust are tax residents of countries other than New Zealand.