Statement of Position

Statement of Position

Provide details of your assets, liabilities, and declaration for each director and/or guarantor.
Personal Details
Person 1 full name

First NameMiddle NameLast Name
Person 1 date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Person 1 mobile number
Please enter a valid phone number.Format: (000) 000-0000.
Person 1 home address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Person 1 home email
example@example.com
Is another person completing this Statement of Position jointly with you?
Person 2 full name

First NameMiddle NameLast Name
Person 2 date of birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Person 2 mobile number
Please enter a valid phone number.Format: (000) 000-0000.
Person 2 home email
example@example.com
Overseas Citizenship
Is any person named on this form a citizen of a country other than New Zealand?
This information is required to determine whether we need to comply with any overseas tax-related legislation.
If Yes, provide the person's name and country or countries of citizenship.
Assets
Bank / Deposits
Land / Property
Vehicles
Other Assets
Total Assets
Bank / Deposits can include savings accounts, term deposits, and other funds held with financial institutions.
Land / Property should include any real estate owned, whether in New Zealand or overseas.
Vehicles should include cars, motorcycles, boats, and similar transport assets.
Enter all monetary amounts in NZD.
Liabilities
Bank Loan / Overdraft
Home / Property Loan
Other Borrowing
NZD currency applies to all monetary fields in this section.
Include each liability entry separately if you have more than one of the same type.
Provide enough rows to list all current obligations, including any hire purchase, credit card, tax arrears, or other debts.
If an amount is not applicable, leave it blank unless your form rules require otherwise.
Use the related property or address field for the secured property connected to a home or property loan.
Use the vehicle/details field for the asset financed by a vehicle loan.
List the creditor name as accurately as possible for other borrowing.
This section should capture all outstanding liabilities as at the statement date.
Ensure monthly payment values reflect regular required payments, where known.
The totals will be used to assess your overall financial position.
Signatures
Name of person completing the form

First NameLast Name
Electronic signature
Date signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Second person's name

First NameLast Name
Second person's electronic signature
Second person's date signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Statement of Position

Personal Details

Overseas Citizenship

Assets

Liabilities

Signatures