Organisation Name

Name

Enter the actual Trading Name of the Business.

The Client's IRD number. This must either be an 8 digit number or a 9 digit number prefixed with a leading zero.

Define the Organisation's commencement date.

Define the applicable Industry Code.

This list is defined by the IndustryCodes Information List.

From the dropdown select the Title for the person. The list of default Titles may be created using an Information List.

This list is defined by the Titles Information List.

Enter the Client's First, Middle and Last Names.

Enter the Client's Date of Birth.

Select the Clients gender from the dropdown list.

The Client's Marital Status.

This list is defined by the MaritalStatus Information List.

Enter the Client's occupation.

This list is defined by the Occupations Information List.