Client Onboarding Form

Thank you for expressing an interest in 8 Collective.  So we can start the process of working out the best possible solution for your situation, we need to collect a few details from you. 

Client Onboarding
  • Client Contact Info
  • Client Residential Status
  • Client 2 Contact Info
  • Client 2 Residential Status
  • Company / Trust / SMSF / Partnership
  • Privacy Disclosure Statement & Consent
What Type of Client Are You? *

Client 1

8 Collective Advisory are an Authorised Recipient as stated in the Privacy (Tax File Number) Rule 2015. Visit our Privacy Policy for more information on how we handle your Tax File Number.