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Becoming a client of Forsyth Barr

How to invest with us

The process may be slightly different depending on the kind of service that suits you best, and your situation (an individual or joint account vs. a Trust and whether you want to make a one-off transaction or create an investment portfolio for example).

  • If you are an individual, ready to invest, you can get started online in the form below and complete the following application form.

  • If you want to invest on behalf of a trust, charity, company, or similar please use the form below.

  • If you want to make a general enquiry please use the form below.

Start here

Becoming a client is easy. Fill out the following information and an adviser nearest to you will help you with the rest.

For more information on becoming a client view our Forms and Documents section.