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 and formalise our engagement.

Private Company (Pty Ltd) Order Form

Incorporate a private company with one or more shareholders.

Fixed Price: $1,050 plus GST
Corporate Trustee (Pty Ltd) Order Form
Incorporate a private company to act as the trustee of a trust.
Fixed Price: $1,050 plus GST
Company Limited by Guarantee Order Form
Incorporate a company limited by guarantee for a charitable or not-for-profit purpose.

Fixed Price: $1,050 plus GST

Family Trust Order Form
Establish a family trust, or investment trust.
Fixed Price: $690 plus GST
Shareholders' Agreement Questionnaire