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Request a free investment review

To discuss your investment options, take advantage of our free investment review and discover how the Kiwi Wealth Private Portfolio Service might help you meet your investment objectives.

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How to become a client

There are three steps to becoming a client of the Kiwi Wealth Private Portfolio Service.

 

1. We start with a review of your financial situation

To complete this review, we need you to supply details of your current investments, your age and investment timeframe, income requirements, and tolerance for volatility.

You can start the review process by:

There is no charge for this review and no obligation to proceed beyond the review.


2. We'll provide you with our recommendation

What you'll receive will depend on whether or not the adviser believes the Kiwi Wealth Private Portfolio Service is right for you. At the very least, you'll receive a summary of your financial situation and the adviser's recommendations. If the adviser recommends the Kiwi Wealth Private Portfolio Service, you'll also receive some general information about the Kiwi Wealth Private Portfolio Service, a detailed proposal for your investment and a Welcome Pack with all the documents you need to sign up! 


3. We set up your Portfolio

Once you've read the information in the Welcome Pack and decided to join, you need to complete and sign the forms provided and send them back to us. Once we've received your forms, we will set up your Portfolio and provide you with secure access to view your Portfolio reports online. 

Note: You will not pay any fees until you have signed the application form and transferred money to us.

FATCA

FATCA, or the Foreign Account Tax Compliance Act, aims to reduce tax evasion by ‘US Persons’ using financial accounts outside of the US.

It requires financial institutions around the world, such as Kiwi Wealth, to collect certain information to identify clients who may have US tax obligations and provide certain information about such clients to Inland Revenue, who will in turn pass this information on to the US Internal Revenue Service.

More about FATCA and how it might affect you.