- Step 1: Simply click on the Invest tab and request the Wholesale Investor Eligibility Confirmation.
- Step 2: Upon determining your eligibility, we will provide you with a Kiwi Funds Information Memorandum for your information and an Investment Application for your completion. We will happily discuss your expectations and answer any further questions you may have.
- Step 3: Upon receipt of your Investment Application, and upon completing all regulatory requirements, we will provide instructions for your Investment Funds to be transferred to our Solicitors Trust Account.
- Step 4: Your Investment with Kiwi Funds will earn interest calculated upon the N.Z. Reserve Bank Official Cash Rate (OCR), + an Agreed Margin. You will receive Monthly Interest payments, paid to your nominated bank account.
Alternatively, if you want to chat, please do not hesitate to Contact Us and we will call you to discuss this Investment opportunity.