Providing evidence of funds and assets for investor visas
You must provide the correct evidence of funds or assets with your investor visa application. Providing the correct evidence helps us to process your application faster.
Investing and investment funds
- Acceptable investments: Active Investor Plus
- Acceptable investments: Investor 1 and 2 visas
- Acceptable investments: Parent retirement visas
- Managing your investments: Active Investor Plus
- Managing your investments: Investor 1 and 2, and Parent Retirement Resident Visa
- Transferring investment funds: Active Investor Plus
- Transferring investment funds: Investor 1 and 2, and Parent Retirement Resident Visa
- Check your points for Investor 2 Resident Visa
- Providing evidence of funds and assets for investor visas
Nominating funds or assets for an investor visa
When you apply for an investor visa you must nominate investment funds or assets.
The funds or assets that you nominate must:
- have been acquired legally, and
- be owned by you as the principal applicant.
You must provide evidence to show that your nominated funds or assets meet these requirements.
Evidence of funds held in a bank account
Income from employment
You can provide:
- bank statements showing the receipt of funds
- income tax returns or tax declarations
- evidence of employment.
Income from rental properties
You can provide:
- bank statements showing the receipt of funds
- property lease contracts
- income tax returns or tax declarations.
Proceeds from company activities (dividends)
You can provide:
- bank statements showing the receipt of funds
- shareholder distribution certificates
- board resolution declarations
- income tax returns or tax declarations.
Inherited funds
You can provide:
- bank statements showing the receipt of funds
- a copy of the will (if applicable)
- evidence from lawyer confirming you are entitled to the inherited funds (if there is no will)
- evidence of the execution of the will so that we can see that the estate has been distributed
- evidence of how the Testator of the will (the person who wrote the will) acquired the funds
- probate and evidence of inheritance from your solicitor.
Gifted funds
You can provide:
- evidence of gifting such as gifting certificates
- bank statements showing the receipt of funds
- evidence showing how your donor earned or acquired the funds legally.
You cannot include gifted funds that are already in New Zealand, or were in New Zealand at any time as part of your nominated investment funds. For example, if a relative who lives in New Zealand has gifted you money from an New Zealand bank account or distributed funds held in trust to you that have recently been invested in New Zealand.
Evidence of assets
Valuations of assets must be 3 months old or less at the time your application is made and must be produced by an external and reputable agency.
Property
You can provide:
- title deeds
- recent valuation reports
- sales and purchase agreements
- mortgage documents if applicable
- income tax returns or tax declarations
- evidence of accumulation of funds to purchase property, such as employment salary confirmations and income tax returns.
Investment portfolio
You can provide:
- portfolio valuations
- an investment account summary
- evidence of the investment portfolio’s funding
- bank statement showing the funds transferred to the investment company.
Company shares
You can provide:
- financial reports
- shareholder certificates or stockholder certificates
- valuation of shares (if not included in the financial report)
- source of funds for acquiring company shares.
In some cases we may request other information from you as part of our assessment that is not listed on this page.