TRUST OR ESTATE AUTHORISATION
 
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

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  • 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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