Account Opening Form Demo

Step 1 of 3

Your Details

Existing Mee & Henry Law Limited Client Account number (if applicable)

Title:(Required)

Gender(Required)

Male

Female

Non-Binary

First Name

Middle Name(s)

Surname

Date of Birth(Required)

Occupation

Daytime Phone

Mobile

Email address

Current home address: (please note we cannot accept a P.O. Box number)

Current Address

Street Address Address Line 2 City Region Post Code Country

Have you lived at this address for more than two years?

Yes

If no, please enter your previous address:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Is your Mailing Address different from your current home address

Yes

If Yes, please enter your current mailing address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

IRD Number(Required)

What is your tax rate? Please note that if you don’t advise us your tax rate we will deduct tax at 39% on any investments made through our on-call account, and you will be liable for any under-paid tax.

Are you a New Zealand Resident?

Yes

If no, what is your country of residence?

Country

Declaration of Foreign Citizenship or Residency for tax purposes

Are you a US Citizen?

Yes

Are you a tax resident in a country other than New Zealand?

Yes

Please list all countries other than New Zealand in which you are a tax resident and provide the Tax Information Number (T.I.N) for each country

Client Name	Country	T.I.N.	Actions

There are no Entries.

Client Authority/Declaration

The Information you provide to Mee and Henry Law will be kept strictly confidential and will be securely held by Mee & Henry Law Limited. You have a right to access the information by enquiring at our office and you may also request that is be correct. A fee may be payable.

So Mee & Henry Law Limited can ensure your information is accurate, please let us know of any changes in your personal details (like a change of address).

Mee & Henry Law Limited may use this information to:

Administer, manage and monitor any services that we provide to you;
Meet our obligations under the AML.CFT/FATCA/CRS regulations;
Conduct market research, data processing and statistical analysis; and
Unless you disagree, provide you with information about updates in law or other services that we can offer you.

I do not wish to receive information about other services.

Consent(Required)

I agree to the following declaration

Mee & Henry Law Limited may disclose information about you for the above purposes.

I/We declare that;

• The information in the application forms the basis of the agreement between me.us and Mee & Henry Law Limited.
• I/We certify that the information on this form is true and correct.
• I/We certify that I/we am/are not (an) undischarged bankrupt(s) and am/are not liable under proceedings under the insolvency Act 1967 and its amendments

Date

What happens next?

If you’re new to Mee & Henry law Limited or haven’t dealt with us since 1 July 2018 then please provide this form along with your identity documents as per the attached Client Identity Guide.

If you have concerns that you are not able to provide us with the necessary identification, please let us know and we can help with obtaining what you might require or provide an alternative process.