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

Ka rite ki o tuhinga mana.

Mena e tika ana

Ka rite ki o tuhinga mana.

Ingoa e pai ana koe kia whakamahia e matou i roto i nga korero.

dd/mm/yyyy

e.g. +64, +61

Tena koa homai to wahitau nohonga katoa, ehara i te Pouaka Pouaka.

Ka whakamahia tenei mo nga korero whai mana.

Whiriwhiria me pehea e pai ai koe ki te whiwhi korero mai i a maatau.

To 9-mati IRD tau (tau anake, kahore he reta, he mokowhiti ranei)

Ko to umanga o naianei, o to tuunga mahi ranei.

Mena e tika ana

Mena kua tohua e koe 'Atahi atu' i runga ake nei, whakapūtātia tō momo uruwhenua me ngā taipitopito i konei.

Partner Details

Write N/A on required fields if not applicable.

Ka rite ki o tuhinga mana.

Mena e tika ana

Ka rite ki o tuhinga mana.

Ingoa e pai ana koe kia whakamahia e matou i roto i nga korero.

dd/mm/yyyy

e.g. +64, +61

Tena koa homai to wahitau nohonga katoa, ehara i te Pouaka Pouaka.

Ka whakamahia tenei mo nga korero whai mana.

To 9-mati IRD tau (tau anake, kahore he reta, he mokowhiti ranei)

Ko to umanga o naianei, o to tuunga mahi ranei.

Mena e tika ana

Mena kua tohua e koe 'Atahi atu' i runga ake nei, whakapūtātia tō momo uruwhenua me ngā taipitopito i konei.

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.