Individual Client Information

Who is your contact at Smith and Partners? *

The person you wish the detail in this form to be sent to.

Please tell us the area of law your matter with us is in regards to *

Title *

Single Line Text

First Name *

Middle Name *

If you do not have a middle name please insert 'n/a'

Last Name *

Preferred Name

Former name(s)

First

Middle

Last

Name you were formerly known by, e.g. maiden name

Name of your related entity (if any)

(Company, Trust, Partnership, etc)

Full name of the other party to this matter (where applicable):

For example: the person or company you have a dispute with; the landlord of your tenancy; the seller or buyer of a property...

My preferred contact number is: *

Please provide your best contact number

Home / Work / Mobile or other Phone

Provide an additional contact phone number if you wish to.

Fax number

Email address *

Email

Confirm Email

Additional email address

Email

Confirm Email

Provide an additional contact email address if you wish to.

Residential Address *

Address Line 1

City

State / Province / Region

Postal Code

Country

Postal address *

Same as residential address
Different address

Please enter your postal address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Are we acting for you on the sale or purchase of a property or business, or the transfer of land*? *

Yes
No

*This includes if you are transferring land as part of a relationship property settlement, a contracting out agreement, or transfer of trust property.

IRD Number *

If you are buying or selling a property or a business, or transferring land you MUST provide your IRD number. Please do not include spaces or dashes with the number.

Are we acting for you on an estate matter? *

Yes
No

I will provide my IRD number: *

Now
At a later time (if required)

IRD Number *

We may need your IRD number for estate sales and/or other tax purposes. Please do not include spaces or dashes with the number.

Date of birth *

How did you find Smith and Partners? *

Please tell us who referred you *

ID and address verification

It is our preference to verify your identity and address electronically (via a third party app) if you have a NZ or Australian passport, or a NZ Drivers Licence, and access to a cell phone with a camera.

If this is not possible, please read the instructions for ID, address and trusted referee requirements here and bring them to your first appointment, or pop into our offices with them. If you cannot use electronic verification or come into our offices in person, please take your ID(s) to a Trusted Referee to verify your identity.

I will provide ID and address verification: *

Via mobile at the number below
In person at Smith and Partners
Via a Trusted Referee

Mobile Phone for ID and address verification *

If we need to verify your identity, we will send a link to your mobile phone to complete electronic ID verification.

To become a client of Smith and Partners, we require you to complete the information in the form below.

ID and address verification

AML/CFT information

Acceptance

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