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Change in client details Complete only the relevant sections and return to New Zealand Funds Management Limited, Private Bag 92226, Auckland 1142 The changes notified here will be implemented to all

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Open the client details form

02

Find the section for client details

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Make the necessary changes to the client details

04

Double-check the changes for accuracy

05

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06

Notify the relevant parties about the changes

Who needs changes in client details?

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Any person or entity with access to the client details and the authority to make changes may need to update client details. This can include the client themselves, the client's representative, or personnel within the organization responsible for maintaining the client database.

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What is changes in client details?

Changes in client details refer to any updates or modifications to the information that a business or individual has previously provided to a regulatory authority, including name changes, address updates, or changes in contact information.

Who is required to file changes in client details?

Individuals and businesses that have registered with a regulatory authority and whose client details have changed are required to file changes in client details.

How to fill out changes in client details?

To fill out changes in client details, you typically need to complete a designated form provided by the regulatory authority, providing the updated information and possibly supporting documentation.

What is the purpose of changes in client details?

The purpose of changes in client details is to ensure that regulatory authorities have accurate and up-to-date information for compliance, communication, and record-keeping purposes.

What information must be reported on changes in client details?

Information that must be reported includes updated names, addresses, phone numbers, email addresses, and any other relevant information that has changed.

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