Individual Online Application - Norfolk Mortgage Trust

Step 1 of 14

Name

This field is for validation purposes and should be left unchanged.

Your name(Required)

Title* First name* Middle

Last name(Required)

Preferred name

*This information needs to match your ID.

What are your contact details?

Your email address(Required)

Your mobile number(Required)

What is your home address?

Enter your home address(Required)

Street Address

Postal address(Required)

Same as previous

Street Address

Your details

Date of birth(Required)

DD slash MM slash YYYY

Birth Country(Required)

Country

Citizenship(Required)

Country

Are you (or are you immediately related to) a senior member of New Zealand or foreign government, the judiciary, the military, or an ambassador?(Required)

Yes

If yes, please explain further:(Required)

What are your tax details?

Occupation

IRD number(Required)

Prescribed Investor Rate (PIR)(Required)

10.5%

17.5%

28.0%

What is my PIR?

If you are unsure of your IRD number and/or your PIR we recommend you seek professional advice or contact Inland Revenue.

Are you a US citizen or US tax resident?(Required)

Yes

If you are unsure of your US citizenship or tax residency status, please contact us. FACTA is US legislation directed as reducing tax evasion by US taxpayers which is in force in New Zealand. As a result, we have a legal obligation to ask each time an investment is made whether the applicant has any US connections. If you select ‘Yes’ we will seek further information to clarify your status and ensure you comply with legal obligations.

How much would you like to invest?

Investment amount ($5,000 min)(Required)

Please enter a number greater than or equal to 5000.

How often do you intend to deposit into your account?

Please choose at least one option(Required)

Regular

Now and then

Lump sum (One-off)

How often do you intend to withdrawal from your account?

Please select at least one(Required)

Regular

Now and then

Lump sum (One-off)

What is the purpose of your investment?

We're legally required to ask this question.(Required)

Accumulation of wealth

Retirement

Income stream

Other

Describe your purpose(Required)

What is the source of your funds?

We're legally required to ask this question.(Required)

Inheritance/Windfall

Property sale

Asset/Business sale

Personal income

Accumulated savings

Superannuation

Other

Details of Source of Funds(Required)

You may be required to provide proof of the source of your funds.

How would you like to receive your monthly distribution?

Reinvest it

Direct credited to my bank account

What is your bank account number?(Required)

How did you hear about Norfolk?

Select as many that apply

Print ads

Online advertising

Online search

Social media

Referral

TV/Video advertising

Radio

Other

Thanks, you’re nearly there.

Consent(Required)

I have downloaded, read, and understood the Product Disclosure Statement (PDS)(Required)

Read Produt Disclosure Statement(Required)

I confirm that the information I have provided is all true.(Required)

Information in this form is collected to comply with the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. It will be held by Norfolk Mortgage Management Limited and may be shared with third parties for compliance. You can request to see your personal information by contacting us.

To complete your investment, please make a secure bank transfer using the details below.

Norfolk Mortgage Trust is a registered payee with New Zealand banks, ensuring secure and reliable transactions for investors.

Payment Summary

Bank Account Name: Norfolk Mortgage Trust content_copy

Bank Account Number: 12-3237-0014826-02 content_copy

Investment Amount: Loading... content_copy

Last Name: Loading... content_copy

Code: NMT content_copy

Reference: Generating... content_copy

What’s next?

We use GBG Cloudcheck, a secure service, to verify your ID. This check is required to comply with NZ regulations.

You'll receive a text message to your mobile with a unique link from GBG Cloudcheck to start the ID check.

Make sure you have your NZ Driver's license or Passport ready.

The process is simple and usually takes less than 5 minutes.

Security Check – reCAPTCHA

Your privacy is our priority.

Individual Application

What are your contact details?

What is your home address?

Your details

What are your tax details?

How much would you like to invest?

How often do you intend to deposit into your account?

How often do you intend to withdrawal from your account?

What is the purpose of your investment?

What is the source of your funds?

How did you hear about Norfolk?

Thanks, you’re nearly there.

To complete your investment, please make a secure bank transfer using the details below.

Payment Summary

What’s next?

Your privacy is our priority.

Individual Application

What are your contact details?

What is your home address?

Your details

What are your tax details?

How much would you like to invest?

How often do you intend to deposit into your account?

How often do you intend to withdrawal from your account?

What is the purpose of your investment?

What is the source of your funds?

How did you hear about Norfolk?

Thanks, you’re nearly there.

To complete your investment, please make a secure bank transfer using the details below.

Payment Summary

What’s next?

Download the Investment Guide