Joint Online Application - Norfolk Mortgage Trust

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Personal Details - Applicant 1

What is your name?(Required)

Title* First name* Middle

Last name(Required)

Preferred name

*This information needs to match your ID.

Personal Details - Applicant 1

What are your contact details?

Your email address(Required)

Your mobile number(Required)

Personal Details - Applicant 1

What is your home address?

Enter primary applicant home address(Required)

Postal address(Required)

Same as previous

Personal Details - Applicant 1

Your details

Date of birth(Required)

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)

Personal Details - Applicant 1

What are your tax details?

Occupation(Required)

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.

Personal Details - Applicant 1

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.

Now, Let's add the second Investor

You’ve completed the details for the first investor. Now let’s enter the same for the second investor to complete the joint application.

Personal Details - Applicant 2

What is the second investor name?(Required)

Title* First name* Middle

Last name(Required)

Preferred name

*This information needs to match your ID.

Personal Details - Applicant 2

What are their contact details?

Your email address(Required)

Your mobile number(Required)

Personal Details - Applicant 2

What is their home address?

Enter secondary applicant home address(Required)

Or main address is

Same as Primary Applicant

Postal address

Same as previous

Personal Details - Applicant 2

Their details

Date of birth(Required)

Birth Country(Required)

Citizenship(Required)

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)

Personal Details - Applicant 2

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.

Personal Details - Applicant 2

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

Yes

Great! Now Tell Us About the Investment

You're all set on personal info. Next, we’ll collect a few details about the investment itself.

Investment Details - Joint

How much would you like to invest?

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

Please enter a number greater than or equal to 5000.

Investment Details - Joint

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.

Investment Details - Joint

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.

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 - CAPTCHA

Your privacy is our priority.

Joint Application

What are your contact details?

What is your home address?

Your details

What are your tax details?

Now, Let's add the second Investor

What are their contact details?

What is their home address?

Their details

What are your tax details?

Great! Now Tell Us About the Investment

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.

Joint Application

What are your contact details?

What is your home address?

Your details

What are your tax details?

Now, Let's add the second Investor

What are their contact details?

What is their home address?

Their details

What are your tax details?

Great! Now Tell Us About the Investment

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