Turning 18: Confirmation of Information

Personal Details

First name *
Middle name(s)
Surname *
Preferred name
Date of birth
Email address *

Residential address *
The address provided must be a physical  
address and not a PO Box address.
Postal address, if different      

Citizen or entitled to remain in New Zealand

Are you a New Zealand citizen or entitled to remain in New Zealand indefinitely? *

Tax Details

Prescribed Investor Rate (PIR)

The Prescribed Investor Rate (PIR) is the tax rate that will apply to your investment returns. If you do not know your PIR then you can click here to work it out or advise us of it at a later date. The default rate of 28.0% applies until you advise otherwise.

Investment Choice

Please refer to the Product Disclosure Statement for a detailed description of each investment fund.

You may invest in any one or more of the following investment funds. Please show the percentages in whole numbers and ensure that the totals add up to 100%.

If you choose more than one investment fund there is a minimum requirement of 10% in any selected fund.

If an investment choice is not made, all contributions will be automatically invested in the Balanced Fund.

Growth Fund   %
Balanced Fund   %
Income Fund   %


I acknowledge that choosing an investment fund (or funds) is solely my responsibility, that the manager is not to be regarded as representing or implying that any particular fund (or funds) is (or are) appropriate for my personal circumstances, and that my choice of an investment fund (or funds) is a binding direction from me to the manager.

I consent to receive electronic communications from the Scheme. I understand that statements and other communication materials will be sent by email, unless I request they be sent by post. If no email address is supplied, I understand statements and other communication materials will be sent to my postal address.

I confirm I am authorised to provide the personal details presented and I consent to Anglican Financial Care using the personal information that I have provided to electronically verify my identity, my address and whether I am a politically exposed person, by using Verifi Identity Services Limited, and where necessary disclosing the information to external and independent agencies for the purpose of matching my information with identification information held in third party databases including but not limited to the Department of Internal Affairs, the New Zealand Transport Authority, White Pages, Land Information New Zealand, Centrix and Dow Jones Watchlist.

I understand that my personal information will be collected and held by the manager and used to administer my Scheme membership. I consent to that information being disclosed to other persons, including any government authority, to comply with applicable laws and (if relevant) to information about my Scheme membership being disclosed to any third party through whom I was referred to the Scheme. I acknowledge that I can access or correct my personal information by contacting the manager.