Please click on the relevant link below to open and download the form you need.

Forms for new issue investments

Application Form for Individual and Joint Individual investors

Application Form for Trusts

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 forms and guides

Example Deed of Assignment and Power of Attorney (for transferring the ownership of shares between parties, such as between family members or following the sale of shares on the secondary market)

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)

About New Zealand IRD Number Applications