Fisher Funds is required to verify the identity of new (and at times existing) clients and associated parties under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (‘AML/CFT Act’). We offer clients two ways to confirm their identity.
Option 1 – Electronic identity verification with APLYiD (not available for minors)
Fisher Funds has the ability to electronically verify your identity and address. Once we have received your application we will send you an SMS via our third-party partner, APLYiD, to biometrically verify your identity. The SMS you receive will be from the number 8232 and will state that Fisher Funds needs to verify you. An example of the SMS is shown below.
To complete this method of verification you must have a smartphone (with a front camera that is capable of taking a photo/video) and a current (not expired) version of one of the following:
New Zealand Passport
New Zealand Drivers Licence
Australian Passport
Australian Drivers Licence
If you have any problems with the biometric verification process, APLYiD are available for support on 0800 969 300, or you can call our Fisher Funds team on 0508 347 437.
If this method of identification is unsuccessful you will be required to provide certified ID and proof of address.
Option 2 – Certified copies of identity documents and proof of residential address
Please provide a certified copy of your identity documents and proof of your residential address.
Certified identity documents (18 and over)
If you selected Option 2 as your preferred way for us to verify your identity please select one of the certified identification options below. If you have selected Option 1 you do not need to provide certified ID now.
If you have reached the eligibility age (i.e. 65 or over) you can withdraw your investment at any time. For this reason it is an AML/CFT process requirement that we are only able to accept original certified copies of certified ID (i.e. the copy that has been physically certified). These documents must be posted to us, our postal address Private Bag 93502, Takapuna, Auckland 0740.
If you are below the eligibility age (i.e. under 65), these documents can be emailed to us at [email protected]
* If you are supplying foreign identity documents you must also supply proof of New Zealand residency to enable us to confirm your eligibility to join / have joined KiwiSaver.
** If your previous provider has an open account under a different name you must supply proof of name change.
Your photo identification must be current (not expired). If you’re unable to provide the above documentation please contact us to discuss other options.
A Fisher Funds representative can verify your identity documents if you visit our office.
Identity documents if you are under 18
Identification is required for the account holder (the minor) as well as the parents/guardians/Oranga Tamariki guardian of the minor.
Step 1 – Identification for parents/guardians
Children under 16
Full birth certificate*
Both parents’/guardians’ identification and proof of address
Children aged 16, 17 (or under 18 transferring in from another KiwiSaver scheme)
Full birth certificate*
One parent/guardian’s identification and proof of address
Step 2 – Proof of relationship (one of the following)
Full birth certificate* (if not already provided)
Adoption papers
Guardianship forms
Court order
* Birth certificates for minors are not required to be certified.
Proof of address
Please provide proof of your residential address as set out below. Your proof of address does not need to be certified.
If you need any further assistance, please contact us and we’ll help you out.