This authorisation cannot be used for a partnership, a company or a person. 

​Now, we need to warn you beforehand, that filling in this form will be time-consuming and somewhat complex! Why so many questions? Blame NZ's AML/CFT Phase 2 laws. Sorry, out of our control, we all just have to comply!

Save & Return

Use an account so you can complete this form in more than one sitting.

Here are our suggestions to help you complete this:
  • Remember that there IS a Save function on this form; you can complete it in more than one sitting
  • The form will not timeout, if you lose access, let us know, we can help
  • Make sure you have put something in every box with a red asterisk
  • If you are unsure of something, please contact us 

Authorisation, Details and Terms & Conditions

The Authorisation​ is the first part of this form. The language in this part is written to satisfy IRD requirements for linking a client to our IRD-approved Tax Agency.
I/We the undersigned, hereby *
I/we confirm that *
Please click here to see our Refund Policy

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