Client Information Form (Conveyancing section)

Please provide the requested details about your property, bank account, and ownership structures. This information helps us process your property transaction accurately and ensure compliance with legal requirements.

All information is confidential and will be securely stored. 

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.