What is your name?

When were you born?

What's your home address?

Note: P.O. Boxes are not accepted.





What are your tax details?

What is my PIR?

Please note that if a PIR is not selected, a PIR of 28% will apply.

If you’re not employed, please provide your employment status e.g. ‘retired’

Foreign Tax

Please tell us the primary reason you are investing




Where did the money you are investing originally come from?









As part of our due diligence process, we kindly request that you provide us with more details regarding the source of your funds or wealth as per your option chosen above.

*This information is required to ensure compliance with regulatory requirements in New Zealand.

Contributions


How would you like to verify your identity and address?





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Acknowledgements

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Download: Elevation Capital Global Shares Fund - Product Disclosure Statement (PDS).
If you have an questions, please don‘t hesitate to contact us on +64 9 379 6493 or [email protected]

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