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Shareholder Details

First Name

* Required

Last Name

* Required

Phone Number

Middle Name(s)

Email

Cellphone

Residential Address

Street

Town/City

Suburb

Postcode

Country

Mailing Address

Street

Town/City

Suburb

Postcode

Country

PIR %

Verification of Identity

Applicants must provide details of their drivers license which will be used for AML/CFT Act verification purposes along with the DOB and Street address provided above. 

Drivers License

Version Number

Application Amount

I wish to purchase shares for the following NZ$ Amount: 

Applications minimum amount you can apply for is $1000.00 and then in multiples of $1000.00 thereafter. 

A separate email will be sent with details for transferring funds to the Senior Trust Bank Account. 

We will call you if you do not have an email. 

Income Generator Applications Account: 02-0108-0504403-000

TERMS AND CONDITIONS

By clicking the "submit and logout" button on this Application Form:

  1. I / We agree to subscribe for shares upon and subject to the terms and conditions of this Application Form and I / we agree to be bound by the provisions thereof.

  2. I / We declare that all details and statements made by me / us in this Application Form are complete and accurate.

  3. I / We certify that, where information is provided by me / us in this Application Form about another person, I / we are authorised by such person to disclose the information to you and to give authorisation.

  4. I/We consent to the Company verifying my/our identity electronically using my/our details provided above and below by providing those details to a credit reporting agency or any other person or entity for the sole purpose of identity verification.

  5. I / We acknowledge that an application cannot be withdrawn or revoked by me / us once it has been submitted.

  6. I / We acknowledge that the Offer is only made in New Zealand, and by applying for shares, I / we agree to indemnify the Company and its respective directors, officers, employees and agents in respect of any liability incurred by the Company as a result of my / our breach of securities laws in any jurisdiction other than New Zealand.

  7. You should read the Product Disclosure Statement before you make an application for shares please click here

The information in this Application Form is provided to enable the Company to process your application, and to administer your investment.  By submitting this Application Form, you authorise the Company to disclose information in situations where the Company are required or permitted to do so by any applicable law or by a governmental, judicial or regulatory entity or authority in any jurisdiction. If you are an individual under the Privacy Act 1993, you have the right to access and correct any of your personal information.

By clicking the "submit and logout" button on this Application Form:

  1. I / We agree to subscribe for shares upon and subject to the terms and conditions of this Application Form and I / we agree to be bound by the provisions thereof.

  2. I / We declare that all details and statements made by me / us in this Application Form are complete and accurate.

  3. I / We certify that, where information is provided by me / us in this Application Form about another person, I / we are authorised by such person to disclose the information to you and to give authorisation.

  4. I/We consent to the Company verifying my/our identity electronically using my/our details provided above and below by providing those details to a credit reporting agency or any other person or entity for the sole purpose of identity verification.

  5. I / We acknowledge that an application cannot be withdrawn or revoked by me / us once it has been submitted.

  6. I / We acknowledge that the Offer is only made in New Zealand, and by applying for shares, I / we agree to indemnify the Company and its respective directors, officers, employees and agents in respect of any liability incurred by the Company as a result of my / our breach of securities laws in any jurisdiction other than New Zealand.

  7. You should read the Product Disclosure Statement before you make an application for shares please click here

The information in this Application Form is provided to enable the Company to process your application, and to administer your investment.  By submitting this Application Form, you authorise the Company to disclose information in situations where the Company are required or permitted to do so by any applicable law or by a governmental, judicial or regulatory entity or authority in any jurisdiction. If you are an individual under the Privacy Act 1993, you have the right to access and correct any of your personal information.

Thanks for submitting! We will be in touch via email shortly.

Thanks for submitting!

When investing, past performance is no guarantee of future performance. A minimum subscription of $1,000 applies. Applications will only be received on the application form supplied with the Product Disclosure Statement (PDS).

 

Please read the PDS before investing. Note that the definition of "Retirement Village" used in the PDS is wider than a village which is registered under the Retirement Villages Act and includes other types of residential accommodation for persons above a defined age. The latest information about our current loans is set out in the ‘Table of Loans’ document on the Disclose Register.

The current targeted distribution rate is 8% (pre-tax) per annum. Our distribution policy is set at the discretion of the directors and is not a fixed rate of return. Payment of distributions is not guaranteed. We recommend you seek financial advice relevant to your circumstances.

SENIOR TRUST RETIREMENT VILLAGE INCOME GENERATOR LIMITED

Registered Office:

Level 1, 20 Beaumont Street, Freemans Bay, Auckland, 1010

Postal Address:

The Directors, PO Box 113120, Newmarket, Auckland, 1149

Copyright © Senior Trust. All rights reserved.

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