Becoming a client

Documents for becoming a client are listed below. There are different Client Information Schedules depending on the nature of your required account. For example: individual, joint, trust, etc. Please read through the documents, complete as required and return them to us (Forsyth Barr, Private Bag 1999, Dunedin 9054). It is a regulatory requirement that we receive the original signed version(s) from you.

If you have any questions or need assistance please call us on 0800 367 227 or arrange to meet with an Investment Adviser.

Understanding our services

Before opening an account, please familiarise yourself with the Terms and Conditions for Forsyth Barr Limited. 

You will also need to understand the services that we provide and choose one that best suits your requirements. 

To assist your decision making process, the key features of Forsyth Barr's private client investment services are summarised in table format within the Private Client Services Comparison of Investment Services PDF.

Scope of Service

Our Scope of Service documents summarise the primary services we provide for private clients.  These include a range of services from transaction/execution services, to investment advice, to investment monitoring, to investment management services.

Client Information Schedules

Complete one of the following Client Information Schedules to become a client.  Select the form most appropriate to your circumstances:

Below you will find a series of helpful guides to assist you with the new Anti Money Laundering legislation identification requirements.

 

Other documents

  • Client Profile - this document will assist you and your Investment Adviser in understanding your investment objectives and preferences

Brochures

 

 If you have any questions please contact one of Forsyth Barr's Investment Advisers.

If you're new to investing or just have a question please call us: 0800 367 227