Client Forms

Find below the client forms you need to start connecting with Somerset Smith Partners today. Please feel free to download and complete, then return to a Somerset Smith Partners adviser.

Terms and Conditions

Somerset Smith Client Agreement for Individuals

Somerset Smith Partners Client Agreement for Businesses

Somerset Smith Client Agreement for Trusts

Individual Tax Residency Self-Certification

Entity Tax Residency Self-Certification

Controlling Person Tax Residency Self-Certification

For a no obligation, confidential discussion about your investments and how we can help grow your wealth … Call our Financial Advisers today on (06) 835 3126

Read more about our Financial Advisers here

Disclaimer:
Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website. You should also obtain professional advice tailored to your specific circumstances and needs prior to making any investment decisions. Past performance of any product described on this site is not a reliable indication of future performance. If you require advice on the purchase of particular investments please contact a Somerset Smith Partners adviser.