Investor application

Become an investor with Christian Savings

Become an Investor with Christian Savings

This online application form allows you to become an investor with Christian Savings and lets us verify your identity. Please note the form takes around 10 minutes to complete. If you have trouble at any stage or if you are unable to meet any of the requirements, please do not hesitate to phone our friendly team for assistance.

Please note that a copy of our current Product Disclosure Statement dated will need to be downloaded before submitting this form Download the Product Disclosure Statement

What you'll need

  • Your current NZ Passport or NZ Drivers Licence
  • Your IRD Number
  • Your Resident Withholding Tax rate (if you’re not sure you can find out here)
  • Your NZ bank account number

Contact details

Please list the details of the main contact person for this application

Full Name/Organisation Name
Your email
Who is this account for?
Please insert your Registration Number (as per the Charities register)

Your details

Officer details

Trustee/Officer details

*Officer Details should match the records on the Charities Register.

Please provide the details of every trustee in your trust

Please provide the details of all the officers for this church

Please provide the details of every director in this company

Title
 
Remove individual
Given name
Middle name(s)
Email
Full address (Street/Suburb/City/Postcode)
IRD number
Family name
Preferred name (optional)
Occupation
Phone number
Date of birth

Organisation details

Church details

Name
Legal name of church
Website
Other names for your church?
IRD number
Phone number
Address
Denomination
Company number

Signing authority

How did you hear about us?

Call and term rates

Deposit amounts

Total

Charitable deposit rates

Deposit amounts

If you would like to support your Church, please provide it's name below... ...or you may optionally select from one of our supported charities...
Total

Funeral deposit rates

Deposit amount

Total

Special rate reference

If you have been quoted or otherwise heard about a special rate, please reference it below

Interest details

Fund details

Christian Savings, like all other banks and finance companies in New Zealand, is required to comply with the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.

We are therefore required to confirm the identity and address of our customers. For many investors, we can do this electronically if you can provide details from your passport or driver’s licence. If you don’t have a NZ passport or NZ drivers licence, please contact our team for alternative identification options.

We are also required to confirm details of the nature and purpose of the investment.

We thank you for your co-operation. If you have any questions, please do not hesitate to contact us for more details.

Purpose of funds

How are you planning to use your investment when you withdraw the funds? E.g. buy a house or for retirement income.

Source of funds

This refers to the origin of the particular funds. E.g. funds are from an existing savings or term deposit with a bank, funds are from sale of a property, funds were received from a deceased estate.

Source of wealth

This refers to the origin of the customer's entire body of wealth. E.g. wealth is from rental income, wealth is from salary, wealth is from inheritance, wealth is from interest on investments.

Bank account number

Please provide your bank account number. This is your nominated account to have your funds paid to you from Christian Savings.

 

Bank account verification

Please provide proof of your nominated account, this needs to include your name and bank account number, e.g. bank statement, deposit slip, internet banking screenshot.

What country or countries are you currently / have previously been a resident/citizen of?
If you are also a tax resident in another country/countries, please specify what country/countries and TIN number/s
Resident withholding tax

Not sure what rate to choose? Click here for more information about tax rates

Identification

We are nearly there! Before we finalise your investment, we need to verify your identification.

For some investors, we may be able to complete this electronically. To complete it this way, please have a New Zealand Passport or Driver’s Licence for each person. For a passport we require the passport number and expiry date. For a Driver’s Licence, we require the Driver’s Licence Number and Licence Version Number. To complete this electronically click here.

Please note that if we cannot verify you electronically, we may require you to send us documents that must be certified as true and correct.

You can email a scan of a valid NZ Passport, Australian Passport or NZ Drivers Licence (or NZ Birth Certificate for minors) to office@christiansavings.co.nz.

If you don’t have any of these forms of identification, we require a certified copy of any identification available by a Minister of Religion, Justice of the Peace, Lawyer, Chartered Accountant, Registered Doctor or a Christian Savings staff member. Please call our team on 0508 SAVING (728 464) or email office@christiansavings.co.nz to discuss alternative forms of identification.

Documents can be emailed to office@christiansavings.co.nz or posted to PO Box 12738, Penrose, Auckland 1642

Please do not hesitate to contact us if you have any questions.

If you don't have a valid NZ Passport or Driver's Licence, please contact us on 0508 728 464 or at office@christiansavings.co.nz and we will endeavour to verify your identity and address through other means.

Name
Passport number
Expiry date
Or
Driver's licence number
Expiry date
Licence version

Privacy

Personal information gathered on this Online Application Form will be held securely by Christian Savings and in accordance with any applicable provisions of the Privacy Act 2020. The information will be used to administer your investments with us and to offer other investment opportunities with us. Certain information will be released to Inland Revenue to comply with tax requirements. You have the right to access your personal information that we hold at any time and to correct it.

Declaration

I/We have read and understood the PDS dated and agree to be bound by the terms of the trust deed (including any supplements and amendments to it). I/We agree to the terms relating to document certification and the Privacy Act 2020 and the use of personal information. Christian Savings is required under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT) to verify my/our identity and address and I/we authorise Christian Savings to use such online and/or other information sources as Christian Savings considers necessary or desirable in the circumstances to confirm any information relating to Me/Us for AML/CFT purposes or as otherwise required. In addition, I/we consent to Christian Savings undertaking electronic verification for my personal details through an electronic verification service (“Verifi Cloudcheck”). Electronic verification may use check information with the document issuer, official record holder, credit bureau or authorised third parties. (Please see Verifi’s website for the applicable terms and policies that apply to electronic verification: www.verifidentity.com.) I/We agree to Christian Savings disclosing information as required in accordance with any applicable law. I/We hereby declare that all information I/we have submitted in this application form is true and correct.

Communications

Please select one of receiving account statements and other communication from Christian Savings - you are welcome to change this at any time.

Submit

and then

Application successfully submitted

Thank you for choosing to invest with Christian Savings! One of our team members will contact you within three working days of your submission to confirm your applications details and provide you with instructions to transfer funds.

If we do not have all the information we require to process your application and/or comply with our obligations under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009, we may need to contact you and obtain this information before we can finalise your application.

If you have any questions feel free to email us at info@christiansavings.co.nz or call 0508 728 464 to speak to one of our team.

Blessings,

The Christian Savings Team