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Gain access to our secured investment opportunities.

Applying to become an investor does not obligate you to invest but does give you access to our latest investment opportunities.

How to apply for investment opportunities

Download and complete the appropriate application forms

Select Electronic verification (EV) for quick ID and address verification*

Email or post your application form and proof of bank account

Step 1: Application Forms

The first step when applying is to download and complete the appropriate application form.

When filling out your application, it’s helpful to have the below information on hand:

Your IRD numbers and requested tax status.
While there are no ongoing monthly fees, we do calculate and submit resident withholding tax to Inland Revenue on your investments. For this you’ll also need to provide your tax number and tax rate.
Your bank account number.
We’ll credit interest to this chosen account. Please remember to supply proof of your bank account, which shows your name, bank account number, and bank logo. Most banking sites have this to download, or send a screenshot of an internet banking page.
Details to add to your Financial Declaration
We are required by law to obtain certain disclosures from our investors such as the value of all investments/cash, property and other assets. Southern Cross Partners is a reporting entity under the Money Laundering and Countering Financing of Terrorism (AML/CFT) Act 2009.

Application forms

Individual Application

Joint Application

Company Application

Trust Application

Step 2: ID and address verification

Southern Cross Partners prefers to confirm your identity using biometric electronic verification (EV) via a text to your smart phone. This service is provided by APLYiD

Click here to view video of how APLYiD works.

*Alternatively, if EV is not suitable, you can provide certified copies of ID and address verification and can find our identification requirements in this documentation by clicking the link below.

Identification Requirements

Step 3: Send us your application

Scan and send your completed application form, PLUS

Proof of bank account (a screenshot to show your name and the account number from your banking app or a copy of the top of your bank statement, etc.),
Any other supporting documents that may be applicable, (e.g, copy of Residency Visa for non NZ & Australian passport holders)

Email directly to the investment team at the following address:

[email protected]

If we need any further information we will be in touch.
Once your application has been processed, we will send your secure login details for our investor portal to begin choosing your investments.