Client Forms

Below are our client forms designed to allow you to easily share information with us:

Client Intake Form

For all new clients to complete to enable us to set up a file, complete identity verification where required and formalise our engagement.

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Private Company (Pty Ltd) Order Form

Incorporate a private company with one or more shareholders.

Fixed Price: $1,500 plus GST

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Family Trust Order Form
Establish a family trust, or investment trust.

Fixed Price: $1,200 plus GST

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Corporate Trustee (Pty Ltd) Order Form
Incorporate a private company to act as the trustee of a trust.

Fixed Price: $1,500 plus GST

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Company Limited by Guarantee Order Form
Incorporate a company limited by guarantee for a charitable or not-for-profit purpose.

Fixed Price: $2,500 plus GST

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Shareholders' Agreement Questionnaire
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Unit Trust Order Form

Establish a unit trust to operate a business or make investments with business partners.

Fixed Price: $2,000 plus GST

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