How to Apply - Trust or Estate

 
1 Start 2 Are you an existing investor 3 Trust Details 4 Individual – Personal Details 5 Financial Adviser 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 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:

Trust or Estate Account

  • Bank encoded deposit slip, bank statement or confirmation from your bank verifying the Trust/Estate account name and number.  
  • Appropriate forms of identification and address verification for all trustees, executors, settlors, beneficiaries with greater than 25% of interest in the trust and any other person authorised.  ?
  • Copy of the Trust Deed and all amendments to the Trust Deed.
  • Copy of probate (Estate).
  • Complete application form for a Trust or Estate.