Invest with us

 
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We have two forms on this page that are required to generate a personal investment solution for you. Submit each form separately. Part one deals with your specific needs. Part two is required for The Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Act).

If you have any questions, please contact us here.

Part one

Initial information for generating an investment solution
Name *
Name
Lump sum (minimum initial investment $100,000)
$
Objectives
Personal Details
Preferred Contact *
Date of Birth *
Date of Birth
City and Country
Tax information
New Zealand Tax Resident
Tax Information
Overseas Tax Resident
Risk Profile Questionnaire
Privacy Act 1993 Disclosure
The information supplied by you will be retained by Openly in terms of the Privacy Act 1993 and will be used in arranging or administering any product or service provided to you. You have the right to see all personal information held about you by Openly. If the information held about you is inaccurate, you have the right to request a correction. With your consent, such information may be used to further our relationship with you. This includes the provision of products, services or information that will be of interest. This may be in the form of client newsletters, brochures or offers sent by post or email. Subject to any statutory or regulatory requirements, the information held will not be disclosed without your consent to anyone outside of Openly.
Acknowledgement *
Type your full name

* Please submit part one first, then complete part two below.

 
 

Part two

Additional Client Information Required
Additional information required for The Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Act)
Name *
Name
Source of Funds *
Overseas Tax resident – Information required for Foreign Account Tax Compliance Act (FATCA) compliance
Type your full name