How to Apply - Individual or Joint Account

 
1 Start 2 Are you an existing investor 3 Individual – Personal Details 4 Financial Adviser 5 Distribution Instructions 6 Summary of Application – INDIVIDUAL/JOINT 7 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 or 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:

Individual or Joint

  • Bank encoded deposit slip or confirmation from your bank verifying the account name and number.  
  • Appropriate forms of identification and address verification for each applicant.  ?
  • Copy of Power of Attorney and Certificate of Non-revocation (if applicable). 
  • Copy of resident withholding tax exemption certificate (if applicable).
  • Complete application form for an Individual/Joint Account.