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Client Agreement

If you would like to become a client of Forsyth Barr, please download a Client Services Agreement form and contact one of our Investment Advisors to discuss your investment requirements. They will assist you to complete this Client Services Agreement and discuss with you the required supporting documentation. To locate an Investment Advisor at a Forsyth Barr office nearest to you please click here.

Please download the Client Services Agreement form that suits your circumstances. If you have any queries as to which agreement form is best for you please contact an Investment Advisor.

- If you are applying for an individual or joint account please download the Individual/Joint Client Services Agreement PDF Form.

PDF File: 0.6Mb - approx 1 minute to download on a 56k modem.

- If you are applying as a Company, Trust, Partnership, Club/Unincorporated Entity or Estate please download the Company, Trust, Partnership, Club/Unincorporated Entity or Estate Client Services Agreement PDF Form.
PDF File: 0.6Mb - approx 1 minute to download on a 56k modem.

Alternatively if you would like a copy mailed out to you fill in your details below and we will arrange for an Investment Advisor to send an information pack to you. 
Thank you. 
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*Compulsory Field

Disclosure Statements for Forsyth Barr Limited and any of its Investment Advisors are available on request and free of charge.