STEP 1.
It is helpful to have the below information on hand:
YOUR IRD NUMBERS AND REQUESTED TAX STATUS
While there are no ongoing monthly fees, we do need to calculate and submit the resident withholding tax on the investment you hold with us so you will also need to provide us with your tax number and tax rate.
YOUR BANK ACCOUNT NUMBER
This will be your account number your interest is credited to. Please also supply a deposit slip, or similar, with your completed application forms for verification.
AML/CFT INFORMATION
AML/CFT stands for Anti-Money Laundering and Countering Financing of Terrorism. We are required by law to obtain certain disclosures from our investors. This is fully covered within the application forms.
STEP 2.
OBTAIN CERTIFIED COPIES OF ID AND ADDRESS VERIFICATION
You can find our identification requirements in this documentation.
STEP 3.
SEND OFF YOUR APPLICATION
Send your completed application form along with the verified documents directly to us at the following address:
 |
Southern Cross Partners PO Box 38-010, Howick, Auckland 2145. |
Upon receiving your application, we will contact you to arrange your secure login details. From there, you will have access to our investment site, where you can begin choosing your investments.
