athena
WEALTH
Personal Information Form
Confidential client onboarding
Date
💡 Please fill in all fields below. Your details are kept strictly confidential. When you're done, click
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to save a copy.
1
Individual Details
Individual 1
First Name
Last Name
Date of Birth
Country of Birth
Unit / House No.
Street Name
City
Postcode
Email
Phone
IRD No.
Country of Tax Residency
Contributing to KiwiSaver
Select
Yes
No
Tax Rate
Select
10.5%
17.5%
28%
30%
33%
39%
Enduring Power of Attorney
Select
Yes
No
Do you have a Will
Select
Yes
No
Individual 2
First Name
Last Name
Date of Birth
Country of Birth
Unit / House No.
Street Name
City
Postcode
Email
Phone
IRD No.
Country of Tax Residency
Contributing to KiwiSaver
Select
Yes
No
Tax Rate
Select
10.5%
17.5%
28%
30%
33%
39%
Enduring Power of Attorney
Select
Yes
No
Do you have a Will
Select
Yes
No
Address auto-copies from Individual 1
Copy address from Individual 1
2
Children & Dependents
Other Dependents
First Name
Last Name
Date of Birth
Relationship
Financially dependent
Select
Yes
No
3
Family Trust
Name of Family Trust (if any)
Names of trustees
(separate with commas)
Names of beneficiaries
(separate with commas)
4
Professional Contacts
Role
Name
Company
Contact (Ph / Email)
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