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Initial Client Information Questionnaire

Please complete all relevant sections of the questionnaire. For any questions, please feel free to get in touch.

You can save your progress at any time and come back at a later time to complete this form.

Please note, in order to complete this questionnaire you do not need to provide full income details.

1. Details

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2. Dependents

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3. Travel to the USA

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4. FATCA (Foreign Account Tax Compliant Act)

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5. Trusts

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6. Pension/Superannuation (Applicable to Australian residents)

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7. Pension/Superannuation (Applicable to New Zealand residents)

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8. Capital Gains

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9. Income

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10. US State Income

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11. Rental Income

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12. Foreign Companies and Partnerships

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13. Additional Notes

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