On this page you will find links to various Covisory and External Publications we think will be of interest to you

Quick Reference Guide – Identifying Clients under AML

Our guide is to help you have a seamless experience with us, we now need to collect some extra information from you to ensure we fully identify your identity and address.

Individual Self-Certification Form

Please fill this form out online, print out and sign or print out this form out and complete by hand.

Please forward completed forms to Covisory Trust Services Limited, PO Box 137215, Parnell, Auckland 1151, New Zealand or email to sally@covisory.com. All information you provide needs to be comprehensive and please leave no questions unanswered.

Trust Formation

Please note that these forms can either be printed out and completed by hand or can be filled in online and then printed. Please forward completed forms to Covisory Trust Services Limited, PO Box 137215, Parnell, Auckland 1151, New Zealand or email to sally@covisory.com. All information you provide needs to be comprehensive and please leave no questions unanswered.

Source of Wealth

Please note that this form can either be printed out and completed by hand or can be filled in online and then printed. Please forward completed forms to Covisory Trust Services Limited, PO Box 137215, Parnell, Auckland 1151, New Zealand or email to sally@covisory.com. All information you provide needs to be comprehensive and please leave no questions unanswered.

KYC Checklists

Please note that the KYC checklists can either be printed out and completed by hand or can be filled in online and then printed. Please forward completed checklist to Covisory Trust Services Limited, PO Box 137215, Parnell, Auckland 1151, New Zealand or email to sally@covisory.com. All information you provide needs to be comprehensive and please leave no questions unanswered.

Covisory eMagazine ‘ Connect’

Q4, 2018 – Click image to read online

Q3, 2018 – Click image to read online

Q2, 2018 – Click image to read online

Q1, 2018 – Click Image to read online

 

 

 

 

 

 

CovisoryConnectQ1_2017_FrontCover

Qtr 1, 2017 – Click on image to read Online

Qtr 2, 2017 – Click on image to read Online

Qtr 3, 2017 – Click on Image to read online

 

 

 

 

 

 

Qtr 4, 2017 – Click Image to read online

 

 

 

 

 

 

Qtr 2, 2016 - Click on image to read online

Qtr 2, 2016 – Click on image to read online

Qtr 3, 2016 - Click on image to read online

Qtr 3, 2016 – Click on image to read online

Qtr 4, 2016 - Click on Image to Read

Qtr 4, 2016 – Click on Image to Read

 

 

 

 

 

 

Covisory Trust  Service Brochure

 

 

White Papers

Foreign Trusts