Norfolk Mortgage Trust

Your privacy is our priority.

Read our policy for details.

What is your name?

*This information needs to match your ID

What are your contact details?

What is your home address?

Your Details

When were you born?
Where were you born?

What are your tax details?

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?

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 enusre you comply with legal obligations.

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?

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

How would you like to receive your monthly distribution?

How did you hear about Norfolk?

Thanks, you’re nearly there.

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.

Bank Account Name:

Bank Account Number:

Payment Amount:

Particulars:

Code:

Reference:

What’s next?

We use SmartID, 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 SmartID 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.

    • Download the Investment Guide