Step 1 of 6
We collect personal information from you, including information about:
We collect your personal information in order to onboard you as a client (or as a contact of a client – for example a Family Trust or a Company) of our practice and/or update your information from time to time.
Please complete this form If you’re new to Eagles Eagles & Redpath or haven’t dealt with us since 1 July 2018.
You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have it corrected, please contact us at office@eagles-eagles.co.nz, or (03) 218 2182 or at 80 Kelvin Street, Invercargill
Please also note:
Once you have completed and submitted this form, you and we will receive by email a copy of the questions and your answers and responses.
If you need to take a break from the form you can do so, by clicking the Save and Continue Later link at the bottom of each page and you will receive an email with a link to allow you to resume where you left off. Your answers will all be saved automatically.
Maximum number of entries reached.
We will need to verify your identity from the following Options. Please note that although you will be asked to scan and upload copies of the relevant document(s) we will also need to see the originals when you visit us. By providing copies you will reduce the time needed by both you and us to complete our statutory obligations.
If you have concerns that you are not able to provide us with the necessary identification and/or you are unable to visit us, please let us know and we can help with obtaining what you might require or provide an alternative process.
Option 1 - One of the Following
Option 2 – Two types of ID
AND one of the following
Option 3 – Two of the following types of ID
One of the following
Once you have completed and submitted this form, you and we will receive by email a copy of the questions and your answers/responses.
Important. If you have completed the AML section (Step 5) and uploaded copies of identity verification documents we will still need to sight the originals of those documents when you visit us.