Kaumātua Grants

Kaumātua Grants are now available for Shareholders, Trustees and Beneficiaries of a registered Whanau Trust held with Māori Investments Limited.

To be eligible the individual must be 65 years or over.

All eligible individuals are required to apply each year as these grants are not automatic submissions.

Each individual must provide the following as a requirement of the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML).

Confirmation of Residential Address
Confirmation of Bank Account
Photographic ID confirming your date of birth (not individual portraits)
IRD Number

As we age our circumstances change and personal details may alter. To ensure we have the most recent details on file, we are adhering to the AML Act by regularly checking your details. So please advise us if your circumstances or details change.

Kaumātua Grants and Trusts

For those who are associated with a registered Whanau Trust of MIL the above criteria will apply with the addition of providing your Whakapapa to that Trust or Shareholder. Each beneficiary/trustee will require the registered Administrator (as stated on our files) of that Trust to endorse that the information you have provided is true and correct by signing the ‘Verification Declaration/Administrator Details’ section of the application form.

For those applying online, you will need to enter the full details of your registered Administration (as stated on our files). Staff will then send this section to be verified by the listed Administrator.

Please know that only the registered Administrator (as stated on our files) of the trust can sign/verify this section as they hold the right to cast votes and receive all pānui distributed to shareholders. If this is not signed/verified by the registered Administrator (as stated on our files), the application may be returned or forfeited. So please be aware of this to avoid any delays. If you are unsure of who holds the Administrator status, please contact your whanau.

Eligibility Criteria

The approval of Kaumātua Grants is subject to the following criteria being met:

Shareholders of Māori Investments Limited aged 65 years and over are eligible to apply for our Kaumātua Grant each year.
To be eligible, the applicant of the Kaumātua Grant must be an individual shareholder or a trustee/beneficiary of a registered Whanau Trust of Māori Investments Limited (MIL) as filed in our register.
Eligible applicants can only apply for the Kaumātua Grants once (1) a year during the opening dates. Those who are individual shareholders who hold an interest in a Trust cannot apply twice.
Trustees/Beneficiaries of a Whanau Trust are eligible to apply for this grant, subject to completing the verification section of the application form.
Trustees/Beneficiaries of a registered Whanau Trust of MIL will require the Administrator of that Trust to endorse that the information provided in the Whakapapa Section, is true and correct. This section MUST be completed if this applies to you. Failing to complete this section may result in your application being delayed for processing or declined. Please know that this application does not extend to anyone outside the above criteria.
Payments will be made to the individual’s bank account unless otherwise advised by the applicant.
All applications must be completed in full and received by 1 August 2025, 3 pm. Applications received after this date and time will not be processed.

Important Information

Beneficiaries and Trustees of a Trust are individuals who are:
(a) descendants of the original shareholder and associated with a registered Whanau Trust established in Māori Investments Limited (MIL)
(b) an Administrator and/or trustees of a Trust established in Māori Investments Limited (MIL)

Submit your Kaumātua Grant Application

Personal Details

Full Name

Shareholder ID Number

Phone

Date of Birth

Age

IRD Number

Photographic ID

Address

Proof of Address

Digital Signature of Applicant

I am an individual shareholder.

I am a Trustee, Beneficiary, and/or descendant (of a shareholder) associated with a registered Whanau/Trust.

Whakapapa Section

Individual applicants who wish to apply for this grant and hold an interest with a registered Trust of MIL must provide their whakapapa to that Trust.
Once completed the registered Administrator (as stated on our files) of your Trust must endorse this section, confirming that the information you have provided is true and correct.
Please do not sign this section yourself unless you are the Administrator of the Trust applying for a Kaumātua Grant.
If the Administrator of the Trust is unknown, or has changed from the records we keep, additional documents are required for completion before this application can be approved.
It is the Administrators/Trustees responsibility to inform us of any changes to the Trust.
Incomplete forms will automatically be declined.
Approved Kaumātua Grants will be paid to the bank account of the individual unless otherwise advised.

Please show your whakapapa to the Shareholder or Trust of Māori Investments Limited on the page provided.

Shareholder or Trust Name

Shareholder or Trust ID Number

Please State your Relationship to Shareholder or Trust

Whakapapa - Mother's side

Mother's Name

Grandfather's Name

Grandmother's Name

Great Grandfather's Name

Great Grandmother's Name

Great Great Grandfather's Name

Great Great Grandmother's Name

Whakapapa - Father's side

Father's Name

Grandfather's Name

Grandmother's Name

Great Grandfather's Name

Great Grandmother's Name

Great Great Grandfather's Name

Great Great Grandmother's Name

Whakapapa Verification

I, as the applicant, acknowledge that I must provide full details (as required) of the registered Administrator (filed with MIL), for the purpose of verifying that the whakapapa I have provided is true and correct and that approval of my application is subject to the Administrator’s verification.

Important: Please know that if there are outstanding actions required for your Whanau Trust or outstanding successions, this may impact your application causing delays or resulting in your application being declined. So please be aware.

Administrator Vertification Details

Full Name

Admin's Address Details

Admin's Email Address

Bank Account Details

Box A: Individual Applicants Account - Please provide your individual bank account.

Name of Bank

Name of Account

Bank Account Number

Bank Statement

Box B: Trust Accounts - Please provide the Trust account if you wish to have your grant paid into this account.

Name of Bank

Name of Account

Bank Account Number

Privacy Information

The information provided in this application will be obtained and uitlised by MIL to assess your application and/ or ongoing administration purposes. You consent for MIL to obtain information about you from third parties for the purpose to assess your application and provide verified documents as proof of your identity. You consent for MIL to obtain a copy of your signature on file to verify that no fraudulent actions are undertaken. You have the right to request your information for review and correct your personal details at any time.

Declaration

I declare:
(a) The information provided in this application is true and correct.
(b) I will advise MIL if the information I have provided changes or ceases to be correct.
(c) That I take full responsibility to ensure MIL obtains my current details and will notify staff of any changes.
(d) I will at all times act lawfully to exercise my rights and requirements as an individual shareholder, trustee, beneficiary, and/or descendant.
(e) I have read and agree to comply with the requirements of this application and further requests from staff (shall this apply) regardless of MIL obtaining my information as an individual shareholder, trustee, beneficiary, and/or descendant.
(f) I have read and consent to the privacy information set out above in the Privacy Information section.
(g) That if my application is not returned before the closing date MIL are not obligated to accept my late submission and no exemptions will be granted.

I acknowledge that I as an individual shareholder, trustee, beneficiary and/or descendant of a MIL shareholder, must treat staff and other shareholders with respect and must not act in a manner that is disrespectful or offensive to others, or, in a manner that may bring MIL into disrepute. I understand that if my application is accepted, any breach of this obligation of the above declaration may result in my application being forfeited, and/or withdrawn.

Digital Signature

Kaumātua Grant Application Form

Kaumātua Grants

Kaumātua Grants

Kaumātua Grants and Trusts

Eligibility Criteria

Important Information

Submit your Kaumātua Grant Application

Personal Details

Whakapapa Section

Whakapapa Verification

Administrator Vertification Details

Bank Account Details

Privacy Information

Declaration