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Becoming a client of Forsyth Barr

How to join:

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

  • If you are an individual, ready to invest, you can get started online in the section below.

  • If you want to invest on behalf of a trust, charity, company or similar please use the form at the bottom of this page.

  • If you want to make an enquiry please use the form at the bottom of this page.

Sign up as an Individual

If you meet the following criteria:

  • Over the age of 18
  • Individual wanting to set up a personal or joint account
  • Live in New Zealand (NZ tax resident)

You can fast-track sign up online by clicking the "Get Started" button below.

You'll need to have this information handy:

  • Your IRD number
  • A photo/scan of your ID (NZ drivers license or passport)
  • A photo/scan of your nominated NZ bank account with number, name, and address (bank statement)
  • A photo/scan for proof of address (utility, phone, insurance bill or government letter)

Don't meet the above criteria?

If you are not investing as an individual, are under 18 or do not reside in NZ or if you just want to enquire about investing, we can help you here. Fill out the following information and an adviser nearest to you will be in touch.

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