Active Investor questionnaire

Active Investor Questionnaire

Active Investor questionnaire

To help us make the most of our time together, please complete this short questionnaire at least 3 working days before our scheduled meeting. It provides important background information relevant to the visa you’re interested in so we can have a more focused discussion.

If the questionnaire is not completed on time, the meeting will be rescheduled. Please note that if a meeting is rescheduled more than once without a valid reason, it will be automatically cancelled.

Name *

First

Last

Email *

Mobile phone *

country code + number

Home address

Address Line 1

City

State / Province / Region

Postal Code

Country

Date of birth *

Nationality *

Country you live in now *

Gender *

Male
Female

Do you have children? *

What is your occupation? *

Are you interested in the Growth or Balanced category? *

Growth (NZ$5M)
Balanced (NZ$10M)
Not sure yet

Are you interested in meeting with an NZ-based wealth management adviser?

Are you interested in meeting with an NZ-based taxation specialist?

Have you or your family members ever been charged with or convicted of an offence in any country? *

Have you or your family members ever been refused or declined a visa to any country? *

Have you or your family members ever had any adverse immigration history in any country, such as overstaying, breach of visa conditions? *

Have you or your family members have any health issues that require on-going medications or hospital treatments, including physical or mental conditions? *

Have you or your family members have close relatives who are NZ citizens or residents currently living in NZ? *

Have you ever used an immigration agent or NZ Licensed Immigration Adviser?