Client Information Form

Please provide the requested details about yourself, your partner (if applicable), the property, your bank account, and the ownership structure. This information allows us to accurately process your property transaction and meet legal compliance requirements.

All information you provide will be kept confidential and securely stored.

General Information Section
Client Information

As per your official documents.

If applicable

As per your official documents.

Name you prefer us to use in communications.

dd/mm/yyyy

e.g. +64, +61

Please provide your full residential address, not a PO Box.

Please enter your street name and suburb only. Example: Queen Street, Auckland Central

We will use this for official communications.

Choose how you prefer to receive communications from us.

Your 9-digit IRD number (numbers only, no letters or spaces)

Your current profession or employment status.

If applicable

If you selected ‘Other’ above, please specify your visa type or details here.

Conveyancing Information section
Transaction & Financing Details

Please write “N/A” if not applicable.

Select all that apply. You can tick multiple options.





A PEP is an immediate family member or close associate who holds or has held a prominent public role overseas.

Bank Account Details

Enter the name exactly as it appears at your bank.

Do not include your account number.

Numbers only. Must be in both names if jointly owned.

Tax & Residency

Your main home is where you live more than 50% of the time.

NZ residents can leave this blank.

Residence status of parents, siblings, spouse and children.

Rates / Property Administration

Select the type of ratepayer.

Enter the name of the local, regional, or other authority you pay rates to. Leave blank if not applicable.

Leave blank if not selling.

How would you like to receive rates notices?

Only if "Emailed to" selected above

Trust Details (if applicable)
Company Details (if applicable)
Ownership Advice

Select “Yes” if you’d like advice on owning personally, via trust, or company.

Marketing

Enter the full legal name of the person who recommended you.