New client information

We are required by law to collect current photo identification and proof of address information from our clients (existing and new), before we can act for them. To help us do this in the most efficient way, we use a third party provider called First AML. We’ll always ask your permission before sending your contact details to First AML.

New client information form

Are you filling this out as an individual, a couple, or for a company or Trust? In other words, who do you want us to act for?*
- One person
- Couple
- Company
- Partnership
- Trust
Are you a director of this company?
- Yes
- No
Does the Company have nominee director(s), nominee shareholder(s) or shares in bearer form?*
Nominee director = director who acts on instructions of another person rather than of their own volition. Nominee shareholder = registered owner who holds shares on behalf of the actual owner (beneficial owner) under a custodial agreement. Shares in bearer form = A bearer form is a security not registered in the issuing corporation books, but which is payable to its bearer, that is, the person possessing it. Unlike normal registered instruments, no record is kept of who owns bearer instruments or of transactions involving transfer of ownership.
- Yes
- No
Is the partnership a limited partnership (including overseas limited partnership)?*
A limited partnership (LP) is a partnership that you register with the Companies Office with at least one limited partner and one general partner.
- Yes
- No
Does the partnership have a nominee general partner?*
A nominee general partner is a general partner who acts on instructions of another person rather than of their own volition.
- Yes
- No
What is your role in the partnership?*
- Partner
- Limited Partner
- General Partner
- Nominee General Partner
Are you a Trustee of the Trust?*
- Yes
- No
You need to be a director of a company to instruct us to act. If not you can instruct us in your personal capacity instead – please change your initial response to question 1.
You need to be a trustee of a trust to instruct us to act. If not you can instruct us in your personal capacity instead – please change your initial response to question 1.
Person 1
First name*
Middle name
Last name*
Are you known by any other names, or do you want us to use a particular name for you?
Gender
- Male
- Female
- Non-binary
Salutation
- Mr
- Ms
- Mrs
- Dr
Email*
Best email address to contact you on (as a couple)
Home phone number
Mobile phone number*
If you don’t have a mobile number, enter the best number to contact you on.
Authorisation for identity verification purposes*
I confirm that I am authorised to provide the personal details presented and I consent to my information being checked with the document issuer or official record holder via third party systems for the purpose of confirming my identity. By ticking ‘I confirm’, you allow us to send your contact details on to First AML, a third party provider we have contracted to collect and verify the identities of our clients, as required by law. Once you have been verified by First AML we can begin work for you.
- I confirm
- I do not confirm
- I confirm but I do not have a mobile number
Work phone number
What’s the best phone number to contact you on (as a couple)?
Home address*
Street Address Address Line 2 City Region Post code Country
Is your postal address the same as your home address?*
- Yes
- No
Postal address*
Street Address Address Line 2 City Region Post code Country
Date of birth*
DD slash MM slash YYYY
Occupation*
IRD number
We’ll need this if you are buying or selling property, or we are working on a trust for you.
We occasionally send our clients emails related to changes in the law or invitations to events that are relevant to them. Do you consent to receive these?*
You can unsubscribe at any time.
- Yes
- No
Do you work in or are interested in any of the following areas?
This information will help us ensure any content we send you is relevant and useful.
- Commercial – large business
- Commercial – SMEs
- Construction and property development
- Elder law and retirement
- Employment
- Landlord matters
- Maori
- Maritime
- Medical
- Not for profit
- Relationship and family property
- Residential property
- Rural matters
- Technology and media
- Tenants
- Trusts
- Wills and estate planning
- WRMK news
Person 2
First name*
Middle name
Last name*
Are you known by any other names, or do you want us to use a particular name for you?
Gender
- Male
- Female
- Non-binary
Salutation
- Mr
- Ms
- Mrs
- Dr
Email*
Home phone number
Mobile phone number*
If you don’t have a mobile number, enter the best number to contact you on.
Authorisation for identity verification purposes*
I confirm that I am authorised to provide the personal details presented and I consent to my information being checked with the document issuer or official record holder via third party systems for the purpose of confirming my identity. By ticking ‘I confirm’, you allow us to send your contact details on to First AML, a third party provider we have contracted to collect and verify the identities of our clients, as required by law. Once you have been verified by First AML we can begin work for you.
- I confirm
- I do not confirm
- I confirm but I do not have a mobile number
Work phone number
Is your home address the same as listed for Person 1?*
- Yes
- No
Home address*
Street Address Address Line 2 City Region Post code Country
Is your postal address the same as your home address?*
- Yes
- No
Postal address*
Street Address Address Line 2 City Region Post code Country
Date of birth*
DD slash MM slash YYYY
Occupation*
IRD number
We’ll need this if you are buying or selling property, or we are working on a trust for you.
We occasionally send our clients emails related to changes in the law or invitations to events that are relevant to them. Do you consent to receive these?*
You can unsubscribe at any time.
- Yes
- No
Do you work in or are interested in any of the following areas?
This information will help us ensure any content we send you is relevant and useful.
- Commercial – large business
- Commercial – SMEs
- Construction and property development
- Elder law and retirement
- Employment
- Landlord matters
- Maori
- Maritime
- Medical
- Not for profit
- Relationship and family property
- Residential property
- Rural matters
- Technology and media
- Tenants
- Trusts
- Wills and estate planning
- WRMK News
Company Director
First name*
Middle name
Last name*
Are you known by any other names, or do you want us to use a particular name for you?
Gender
- Male
- Female
- Non-binary
Salutation
- Mr
- Ms
- Mrs
- Dr
Company name*
Include the word “Limited” if it is a limited liability company registered with the companies office.
What is the company’s registered address?*
If you don’t know this, you can check it online at www.companies.govt.nz.

Street Address Suburb City Post code Country
Is the company’s registered address where we should send the company’s postal mail?
- Yes
- No
Where should we send company post?*
Street Address Suburb City Post code Country
What is your home address?
- Same as registered company address above
- Same as postal address above
- Different address
What is your home address?*
Street Address Suburb City Post code Country
Email address*
What is your personal postal address?*
- Same as registered company address above
- Same as postal address above
- Same as home address above
- Different address
What is your personal postal address?*
Street Address Suburb City Post code Country
Home phone number
Mobile phone number*
If you don’t have a mobile number, enter the best number to contact you on.
Authorisation for identity verification purposes*
I confirm that I am authorised to provide the personal details presented and I consent to my information being checked with the document issuer or official record holder via third party systems for the purpose of confirming my identity. By ticking ‘I confirm’, you allow us to send your contact details on to First AML, a third party provider we have contracted to collect and verify the identities of our clients, as required by law. Once you have been verified by First AML we can begin work for you.
- I confirm
- I do not confirm
- I confirm but I do not have a mobile number
Date of birth*
DD slash MM slash YYYY
We occasionally send our clients emails related to changes in the law or invitations to events that are relevant to them. Do you consent to receive these?*
You can unsubscribe at any time.
- Yes
- No
Do you work in or are interested in any of the following areas?
This information will help us ensure any content we send you is relevant and useful.
- Commercial – large business
- Commercial – SMEs
- Construction and property development
- Elder law and retirement
- Employment
- Landlord matters
- Maori
- Maritime
- Medical
- Not for profit
- Relationship and family property
- Residential property
- Rural matters
- Technology and media
- Tenants
- Trusts
- Wills and estate planning
- WRMK News
Trustee
First name*
Middle name
Last name*
Are you known by any other names, or do you want us to use a particular name for you?
Gender
- Male
- Female
- Non-binary
Salutation
- Mr
- Ms
- Mrs
- Dr
What is the name of Trust?*
What is the best postal address for the Trust?*
Address Suburb City Post code Country
What is your home address?
- Same as registered company address above
- Different address
What is your home address?*
Address Suburb City Post code Country
Email address*
Home phone number
Mobile phone number*
Authorisation for identity verification purposes*
I confirm that I am authorised to provide the personal details presented and I consent to my information being checked with the document issuer or official record holder via third party systems for the purpose of confirming my identity. By ticking ‘I confirm’, you allow us to send your contact details on to First AML, a third party provider we have contracted to collect and verify the identities of our clients, as required by law. Once you have been verified by First AML we can begin work for you.
- I confirm
- I do not confirm
- I confirm but I do not have a mobile number
Date of birth*
MM slash DD slash YYYY
We occasionally send our clients emails related to changes in the law or invitations to events that are relevant to them. Do you consent to receive these?*
You can unsubscribe at any time.
- Yes
- No
Do you work or are interested in any of the following areas?
This will ensure the content we send you is relevant and useful.
- Commercial – large business
- Commercial – SMEs
- Construction and property development
- Elder law and retirement
- Employment
- Landlord matters
- Maori
- Maritime
- Medical
- Not for profit
- Relationship and family property
- Residential property
- Rural matters
- Technology and media
- Tenants
- Trusts
- Wills and estate planning
- WRMK News
Partner
First name*
Middle name
Last name*
Are you known by any other names, or do you want us to use a particular name for you?
Gender
- Male
- Female
- Non-binary
Salutation
- Mr
- Ms
- Mrs
- Dr
Name of Partnership*
What is the best postal address for the Partnership?*
Street Address Suburb City Post code Country
What is your home address?
- Same as Partnership address above
- Different address
What is your home address?*
Street Address Suburb City Post code Country
Email address*
What is your personal postal address?*
- Same as Partnership address above
- Same as home address above
- Different address
What is your personal postal address?*
Street Address Suburb City Post code Country
Home phone number
Mobile phone number*
If you don’t have a mobile number, enter the best number to contact you on.
Authorisation for identity verification purposes*
I confirm that I am authorised to provide the personal details presented and I consent to my information being checked with the document issuer or official record holder via third party systems for the purpose of confirming my identity. By ticking ‘I confirm’, you allow us to send your contact details on to First AML, a third party provider we have contracted to collect and verify the identities of our clients, as required by law. Once you have been verified by First AML we can begin work for you.
- I confirm
- I do not confirm
- I confirm but I do not have a mobile number
Date of birth*
DD slash MM slash YYYY
We occasionally send our clients emails related to changes in the law or invitations to events that are relevant to them. Do you consent to receive these?*
You can unsubscribe at any time.
- Yes
- No
Do you work in or are interested in any of the following areas?
This information will help us ensure any content we send you is relevant and useful.
- Commercial – large business
- Commercial – SMEs
- Construction and property development
- Elder law and retirement
- Employment
- Landlord matters
- Maori
- Maritime
- Medical
- Not for profit
- Relationship and family property
- Residential property
- Rural matters
- Technology and media
- Tenants
- Trusts
- Wills and estate planning
- WRMK News
Additional information
How would you prefer that we contact you?
- Email
- Post
- Fax
- Phone
- In person
Have you been dealing with one of our people already, or do you want a particular lawyer in our firm to act for you?
What sort of matter do you need help with?*
Please tell us briefly about what you need help with
What brought you to WRMK Lawyers?
- I am an existing client
- Family or friends referred me
- The WRMK website
- Other online advertising
- Print or media advertising
- A bank referred me
- Another lawyer recommended you
- Referred by accountancy firm
- Referred by a real estate agent
- I attended a seminar
- Other
Do you mind telling us who that was?
Is there anything else you want us to know?
Please click submit to complete.

New client information

New client information form

New client information

Person 1

Person 2

Company Director

Trustee

Partner

Additional information

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