Find below the forms required for new and existing Forest Enterprises investors. Click on the link to open and download the form you need.
Wherever possible these will be fillable PDF forms so you can easily complete the required information on screen and then print, sign and return to us.
Application forms for new issue investments
Individual Investors
Application Form for an Individual(s)
Part C Identity Verification for New Customer (required from all Applicants new to Forest Enterprises to comply with client due diligence requirements under New Zealand’s Anti-Money Laundering & Countering of Financing of Terrorism legislation)
Part E Signature(s) Extension for 5 or more Applicants
Trusts
Part C Identity Verification for New Customer (required from all Applicants new to Forest Enterprises to comply with client due diligence requirements under New Zealand’s Anti-Money Laundering & Countering of Financing of Terrorism legislation)
Part E Signature(s) Extension for 5 or more Applicants
Companies
Application Form for a Company
Part C Identity Verification for New Customer (required from all Applicants new to Forest Enterprises to comply with client due diligence requirements under New Zealand’s Anti-Money Laundering & Countering of Financing of Terrorism legislation)
Part E Signature(s) Extension for 5 or more Applicants
Partnerships
Application Form for a Partnership
Part C Identity Verification for New Customer (required from all Applicants new to Forest Enterprises to comply with client due diligence requirements under New Zealand’s Anti-Money Laundering & Countering of Financing of Terrorism legislation)
Forms for secondary market transactions
Tender Form (for buyers – required to submit a tender offer for shares in an established Forest Enterprises investment for sale on the secondary market)
Authority to Sell Form (for sellers – required by Forest Enterprises clients to authorise the sale of their shares in a Forest Enterprises investment)
Other useful forms and guides
Direct Debit Authority (for arranging the electronic direct debit payment of investor Calls)
Identity Verification for New Customer (information required from investors new to Forest Enterprises to comply with client due diligence requirements under New Zealand’s Anti-Money Laundering & Countering of Financing of Terrorism legislation)