Download and return
If you would like to complete the questionnaire by printing out a PDF and returning it to us, you can do that by downloading one of the PDFs below. You can complete a questionnaire for an individual, a business or a trust.
Choose the questionnaire you need.
Select File > Print.
Fill out the relevant sections of the form.
If you would prefer to complete the questionnaire online, you can fill out one or all of the three forms below. When you submit the form, it will be sent back to SME Financial. You can complete a questionnaire for an individual, a business or a trust. Click below to go directly to each form:
How to use our online questionnaires: