How to Apply - Company or Partnership

 
1 Start 2 Are you an existing investor 3 Trust Details 4 Individual – Personal Details 5 Financial Advisor 6 Distribution Instructions 7 Summary of Application – Company 8 Complete

Thank you for applying online.

If at any time you need assistance with the application process, please don’t hesitate to call us on +64 9 308 1450 or 0800 99 00 55 email us at info@clarityfunds.co.nz

Application Document checklist

Before you begin the application process online, please ensure you allow at least 10-15 minutes of your time to complete the form as there is no ‘save and resume later’ option.

Please also make sure you have the following information ready to submit online. You will not be able to submit your completed application forms unless the required documentation is provided as per the below checklist:

Company, Partnership, other Incorporated and Unincorporated Entities Account

  • Bank encoded deposit slip, bank statement or confirmation from your bank verifying the Company account name and number.  
  • Appropriate forms of identification and address verification for all directors, shareholders that own more than 25% of the entity, partners, officers or members and any other person authorised.  ?
  • Copy of authorised parties list (if applicable).
  • Copy of the Certificate of Incorporation or deed of partnership/formation.
  • Copy of resident withholding tax exemption certificate (if applicable).
  • Complete application form for a Company, Partnership, other Incorporated and Unincorporated Entities.