Individual/Joint Client
Information Form

If you are instructing us jointly (for example, as a couple), each person needs to complete their own form.

Fields marked with an asterisk are required.

Client Details

As shown on your passport or driver licence.

Gender
Date of birth (dd/mm/yyyy)

8 or 9 digits.

Contact Details

Address, physical

Resident Details

Are you a New Zealand citizen?
Are you a tax resident in another country/jurisdiction?

Identity Verification

We are required by law to verify your identity, and cannot progress your file until this has been done.

Do you consent to us sending you an ID verification link through APLYiD?

APLYiD is the secure online identity verification service we use. You complete it on your mobile phone.

Confirmation

Date
13 October 2026

C&M Legal collects this information to set you up as a client and to meet our legal obligations, including under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009. We handle it in line with our Privacy Policy and AML/CFT Policy.

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