Chris Lee & Partners Ltd - Downloadable Forms

Bank & IRD form for registry
Use this form to advise the registry of your IRD number and bank account

Security transfer form
Use this form if you wish to transfer an investment into another persons name
(see example of one filled out here)

Portfolio example sheet
Use this sheet to record your investments in an easy to use table
Broker Service Agreement
Please print, sign and return to us to confirm this service level (No annual fee)
Class Service Agreement
Please print, sign and return to us to confirm this financial advice service level (Includes annual fee)
Personalised Service Agreement
Please print, sign and return to us to confirm this financial advice service level (Includes annual fee)
Wholesale Service Agreement
Please print, sign and return to us to confirm this financial advice service level (Includes annual fee)