CLIENT INTAKE FORM

Individual Information:

Full Name

Phone

ID Nr

Please upload ID here:

(If ID card, please upload both sides)

Tax Nr

Marital Status

Occupation of individual

Address of Individual:

Employment Status of individual

Please tick if applicable:

Are you contributing to a pension/provident/annuity fund?

Are you contributing to a medical aid scheme where you are the principle/main member?

Do you hold any investments?

ACCOUNTING PLANS:

Compliance Accounting Package

Basic Accounting Package

Premium Accounting Package

Company Information:

Address of Company: