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Becoming a client of Forsyth Barr

We are here to help make the process of becoming a client as simple as possible.

The process may be slightly different depending on the kind of service that suits you best, and your situation (an individual account, joint account, Trust etc).


As a first step we would suggest you either call us on 0800 367 227 and an adviser from your nearest office will be able to help, get in touch online using the form below or connect directly with an adviser near you.

Interested in investing?

Becoming a client is easy. Fill out the following information and an adviser nearest to you will help you with the rest.

For more information on becoming a client view our Forms and Documents section.