Please have spouse complete a separate form if they are also a new client.
Please have all partners of the partnership complete a separate form if they are also a new client.
Please have all directors of the company complete a separate form if they are also a new client.
Please have all trustees or directors of the trustee company complete a separate form if they are also a new client.
Please have all members of the self managed superannuation fund and directors of the trustee company complete a separate form if they are also a new client.
Thank you so much for providing us with all the information you have.