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Questionnaires

Annual Questionnaires are the way we collect the information we need to complete your assignments quickly and cost effectively.

Below we have listed the 4 available.

Also listed is the Terms of Engagement and Authority to Act Letter for 2019. 

This more complex authority to act document is a new requirement placed on us by the IRD and other agencies as a result of the AML/CFT legislation.

It is a legal requirement for these to be signed before we can access or undertake any of your accounting information.

Terms of Engagement and Authority to Act 2019

Individual Questionnaire

Rental Questionnaire

Company Questionnaire

Trust Questionnaire

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