I don’t live in New Zealand. Can I join Catalist?
We don't advertise our service to people resident outside of New Zealand, but non-New Zealand residents may still be able to invest in financial products, listed with Catalist. You may need a broker. If you already have a New Zealand broker, ask them whether they currently facilitate trading on Catalist. If not, ask them to get in touch and we can easily get them set up to allow you to trade.
I don’t live in New Zealand but I am an existing investor in a business that is listed on Catalist. Can I join?
If you are an existing investor in a business that is listed on Catalist you can join. Contact us and we can help get you set up with a Catalist account.
I don’t have a New Zealand bank account. Can I join Catalist?
You can’t open a Catalist investor account at the moment, unless you have a New Zealand bank account. This is because, as part of our security checks, we need to see your payments are coming from an account in your name – and we can only do that with a New Zealand bank account.
You may still be able to invest in financial products listed on the Catalist Public Market or a Catalist Private Market through a broker or Authorised Representative. If you already have a New Zealand broker, ask them whether they currently facilitate trading on Catalist. If not, ask them to get in touch and we can easily get them set up to allow you to trade.
How do I navigate around my Catalist account?
You can find and update your personal details, such as your password, by clicking on “my account” in the top right corner of the menu bar.
Any information on your portfolio, investment details, transactions or the status of your bids and offers can be found by clicking on “Dashboard” in the menu bar.
For more, see the video below.
Do I need a stockbroker to join Catalist?
No, you don’t need to go through a stockbroker to buy and sell financial products listed on Catalist. You can open your own account on our website, and after you’ve completed our anti-money laundering checks, you will be able to trade.
I’m an existing shareholder in a business, from before they listed on Catalist. How can I get the financial products I already own to show up in my Catalist account?
When a new business lists on Catalist, existing owners are given a code by the business to claim their existing financial products. First, you’ll need to sign up for a Catalist account and complete the identity verification form that appears when you first log in. Insert the code when completing your identity verification form, or at the bottom of your Dashboard page, where it says “claim my financial products”.
If your existing financial products are held in a trust, nominee company, or other holding structure, we may need to ask for additional verification documentation before we can allocate your financial products to your account.
If you don’t have a code to claim your financial products, please contact the business that issued those financial products in the first instance, or contact us.
Your Catalist account will only show investments that are listed on Catalist or where records are maintained on Catalist by an independent group such as an ‘angel investor’ group. Your account will not show investments that do not use the Catalist platform.
What are ‘certified documents’ and do I need to get my identity documents certified?
A certified document is a copy of an original document that has been signed by an authorised person to confirm it is a true copy. We only need you to have copies of your identity documents certified if we are not able to electronically verify your identity through your passport or New Zealand driver licence number. You can get your documents certified by the following people:
- Justice of the Peace
- Registered Medical Doctor
- Member of the Police
- Registered Teacher
- Notary Public
- Minister of Religion
- Member of Parliament
- Chartered Accountant
If you are not in New Zealand, documents must be certified by a person authorised by law in your country to take statutory declarations, or the equivalent.
The certifier must not be related to you, or be a spouse or partner, or live at your address. Certification must be written on the document and include the name, position or qualification and signature of the certifier, as well as the date of certification. The certifier must see the original document and provide a signed statement that the copy provided is a true copy and represents your identity. This certification must have been carried out within the last three months.
Here is an example of a certification statement:
“I certify that this is a true and correct copy of the original document, that I have sighted, and the document represents the identity of the named individual.
Signature of signatory: _______________
Name of signatory: _______________
Position/qualification of signatory: _______________
Date: _______________ ”