Client Intake Form

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Client 1

First Name

Last Name

Date of Birth ×

Occupation

Contact

Home Phone

Work

Mobile

Email Address

Residential Address

Address

Town/Suburb

Post Code

Postal Address

Address

Town/Suburb

Post Code

Client 1 (continued)

I hereby consent to tax invoices being issued electronically.

Are you an existing client of RMS?

How did you hear about us?

Identification

Please upload two forms of current identification eg driver licence, Medicare card, passport, Centrelink card, etc.

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Max file size: 5.72 MB. | Allowed file types: gif,jpeg,png,jpg,pdf

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Client 2

Full Name

Date of Birth ×

Occupation

Contact

Home Phone

Work

Mobile

Email Address

Residential Address

Address

Town/Suburb

Post Code

Postal Address

Address

Town/Suburb

Post Code

Client 2 (continued)

I hereby consent to tax invoices being issued electronically.

Are you an existing client of RMS?

How did you hear about us?

Identification

Please upload two forms of current identification eg driver licence, Medicare card, passport, Centrelink card, etc.

Drag 'n Drop files here

Max file size: 5.72 MB. | Allowed file types: gif,jpeg,png,jpg,pdf

Select Files

If you are a Trust Client, if not please skip this section.

Name of Trust

Name

ABN of Trust

ABN

Name of Trustee/s

Trust Deed

Please upload copy of Trust Deed and any amendments to Trust Deed

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Max file size: 5.72 MB. | Allowed file types: gif,jpeg,png,jpg,pdf

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If Company is client or Trustee of Trust, if not please skip this section.

Name of Company

Company Name

ACN of Company

ACN

Name of Director/s and Company Secretary

Copy of Constitution

Please upload copy of Constitution and any amendments to Constitution.

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Max file size: 5.72 MB. | Allowed file types: gif,jpeg,png,jpg,pdf

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I agree that when submitting this form, a copy of this information will be sent to my email.