Investment Application Form

Step 1 of 7

If you would like to set up an account for an entity including a trust, company, or society, please call 06 370 0070 or email [email protected] for an application form.

Part 1a

Member 1 Details

Identity Verification

Please provide either your NZ Driver Licence details or your NZ Passport details.

Contact us if you are unable to provide either of these forms of ID.

  • Please note that we will be attempting to verify your identification and address using our online verification software. We may request further documentation if we are unable to fully verify New Zealand Passport/Driver Licence/Address details. If you do not have either a valid NZ Passport or a valid NZ Drivers Licence please contact us to discuss alternate ID options.
  • Under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT), WBS is required to verify your identity and address when you become an investor. To help us complete this, you authorise WBS to use such online information sources as WBS considers necessary in the circumstances to confirm any information relating to you for AML/CFT purposes or as otherwise required.