Apply Now
Gain access to our current 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
Select either the online form or download a form to print.
What you will need
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 (must match applicants), 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.
Step 1: Application Forms
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 photocopies of your ID and proof of address. Find our identification requirements in this documentation by clicking the link below.
Step 3: Send us your printed application
Remember to include:
- Proof of bank account (a screenshot that must show the full name of the account holder (must match applicants) plus 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)
Printed application forms can be emailed directly to the investment team at the following address:
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.
