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. 

INDIVIDUAL QUESTIONNAIRE 2017

INDIVIDUAL QUESTIONNAIRE 2017

BUSINESS QUESTIONNAIRE 2017

BUSINESS QUESTIONNAIRE 2017

TRUST QUESTIONNAIRE 2017

TRUST QUESTIONNAIRE 2017

  1. Choose the questionnaire you need.
  2. Select File > Print.
  3. Fill out the relevant sections of the form.
  4. Post it back to our PO Box or scan it and email it back to reception@smefinancial.co.nz. Send us any additional documents at the same time.

Complete online

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:

INDIVIDUAL QUESTIONNAIRE 2017  

BUSINESS QUESTIONNAIRE 2017

TRUST QUESTIONNAIRE 2017 

How to use our online questionnaires:

  1. Select the questionnaire form you want to complete. It will open a new window.
  2. Fill out the form online.
  3. Click the 'submit' button to send it back to us. 
  4. Send us any additional documents to our PO Box or scan and email back to us at reception@smefinancial.co.nz