AI01— Private individual client authority and instruction for an electronic transaction

Last Review: 30/09/2024

Precedent Type:	Precedent
Jurisdiction:	New Zealand
Drafting Aide:	Drafting Aide Drafting Aide Instructions

LINZ Dealing number:	[1=LINZ Dealing number]
Client reference:	[2=Client reference]

PRIVATE INDIVIDUAL CLIENT AUTHORITY AND INSTRUCTION FOR AN ELECTRONIC TRANSACTION

(This form is approved by the New Zealand Law Society and Registrar-General of Land)

1.	TO LAW FIRM:	ㅤ	ㅤ	[3=Firm Name]	ㅤ
	ㅤ	ㅤ	ㅤ	(Firm Name)	ㅤ
[Choice 1A=only one client]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
2.	CLIENT:	ㅤ	ㅤ	[4=Full name] <[Option 1 (in or out)=share] [5=share] >	ㅤ
	ㅤ	ㅤ	ㅤ	(Full name(s). If tenant in common state share.)	ㅤ
[Choice 1B=two or more clients]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
2.	CLIENTS:	ㅤ	A.	[4=Full name] <[Option 2 (in or out)=share] [5=share] >	ㅤ
	ㅤ	ㅤ	ㅤ	(Full name(s). If tenant in common state share.)	ㅤ
	ㅤ	ㅤ	B.	[6=Full name] <[Option 3 (in or out)=share] [7=share] >	ㅤ
[Option 4 (in or out)=third client]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	ㅤ	ㅤ	C.	[8=Full name] ~[Suboption 4 (in or out)=share] [9=share] ~	ㅤ
[Option 5 (in or out)=fourth client]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	ㅤ	ㅤ	D.	[10=Full name] ~[Suboption 5 (in or out)=share] [11=share] ~	ㅤ
> #	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
3.	TRANSACTION	ㅤ	ㅤ	ㅤ	ㅤ
	Property Address:	ㅤ	ㅤ	ㅤ	ㅤ
	[8=Property Address]	ㅤ	ㅤ	ㅤ	ㅤ
	Nature and Date of Base Document:	ㅤ	ㅤ	ㅤ	ㅤ
	[13=Nature and Date of Base Document]	ㅤ	ㅤ	ㅤ	ㅤ
	Is this transaction high risk? [14=Yes OR No]	ㅤ	ㅤ	ㅤ	ㅤ
	(See Notes to the Form)	ㅤ	ㅤ	ㅤ	ㅤ
	[15=The client is previously known to you or your ‘trusted colleague’ for _____ years OR Attached is a document connecting the client to the property and a file note of the additional actions taken to verify identity].	ㅤ	ㅤ	ㅤ	ㅤ
	Instruments:	ㅤ	ㅤ	ㅤ	ㅤ
	Discharge of Charging Order	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[16=Title Reference(s)]
		Registered Number:	ㅤ	ㅤ	[17=Registered Number]
		Chargeholder Name:	ㅤ	ㅤ	[18=Chargeholder Name]
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Discharge of Encumbrance	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[19=Title Reference(s)]
		Registered Number:	ㅤ	ㅤ	[20=Registered Number]
		Encumbrance Name:	ㅤ	ㅤ	[21=Encumbrance Name]
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Transfer	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[22=Title Reference(s)]
		Transferor(s):	ㅤ	ㅤ	[23=Transferor(s)]
		Transferee(s) and/or Nominees	ㅤ	ㅤ	[24=Transferee(s) and/or Nominees]
		Transferee(s) Proprietorship:	ㅤ	ㅤ	□ Joint Tenants □ Tenants in common
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Grant of Easement Without Transfer	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[25=Title Reference(s)]
		Grantor(s):	ㅤ	ㅤ	[26=Grantor(s)]
		Grantee(s):	ㅤ	ㅤ	[27=Grantee(s)]
		Nature/Purpose:	ㅤ	ㅤ	[28=Nature/Purpose]
		DP Number:	ㅤ	ㅤ	[29=DP Number]
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Mortgage	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[30=Title Reference(s)]
		Mortgagee Name:	ㅤ	ㅤ	[31=Mortgagee Name]
		Mortgage Type:	ㅤ	ㅤ	□ All Obligations □Fixed Sum
		Memorandum Number:	ㅤ	ㅤ	[32=Memorandum Number]
		Additional Text:	ㅤ	ㅤ	[33=Additional Text]
		Priority Amount:	ㅤ	ㅤ	[34=Priority Amount]
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Discharge of Mortgage	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[35=Title Reference(s)]
		Registered Number:	ㅤ	ㅤ	[36=Registered Number]
		Mortgagee Name:	ㅤ	ㅤ	[37=Memorandum Number]
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Encumbrance	ㅤ	ㅤ	ㅤ	ㅤ
		Title Reference(s):	ㅤ	ㅤ	[38=Title Reference(s)]
		Name of Other Party:	ㅤ	ㅤ	[39=Registered Number]
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
4.	AUTHORITY AND INSTRUCTION I confirm that: (a) this form is for the transaction noted above; (b) I am 18 years of age or over; (c) I am not an undischarged bankrupt; (d) I am not subject to any order or management pursuant to the Protection of Personal and Property Rights Act or any other legislation that could restrict my ability to deal with my land; (e) as required by s 7 of the Land Transfer Regulations 2018 I irrevocably authorise and instruct you to register the instruments above as an electronic transaction; (f) I understand that by signing this form I am legally bound by the electronic instruments certified and registered on my behalf as if such instruments had been signed by me personally. (g) I understand that upon registration of this transaction my full name and property ownership details will be included in the land register as required by the Land Transfer Act 2017 and this information will therefore be publicly available and searchable online.	ㅤ	ㅤ	ㅤ	ㅤ


Signature of [4=Full name]		Date
<[Option 6 (in or out)=Signature of Client B]	ㅤ	ㅤ


Signature of [6=Full name]		Date
><[Option 7 (in or out)=Signature of Client C]	ㅤ	ㅤ


Signature of [8=Full name]		Date
><[Option 8 (in or out)=Signature of Client D]	ㅤ	ㅤ


Signature of [10=Full name]		Date

(Note:Each Client named must sign personally. “For and on behalf” is not acceptable.)

(Attach copy of ID used or record details (e.g. passport number) where copying not practicable. Add client C, D, etc for number of individuals involved.)

5.	CLIENT IDENTIFICATION (Tick applicable ID. Person establishing identity to complete.)	ㅤ	Photo ID (Driver’s License, Passport)	Other Equally Safe Photo ID (Firearms License, Harbour License)	Effective means	ㅤ
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Client name	[4=Full name]	□	□	□	ㅤ
[Option 9 (in or out)=Client B]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Client name:	[6=Full name]	□	□	□	ㅤ
[Option 10 (in or out)=Client C]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Client name:	[8=Full name]	□	□	□	ㅤ
[Option 11 (in or out)=Client D]	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
	Client name:	[10=Full name]	□	□	□	ㅤ
	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
Secondary Identification details (if required):	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
		ㅤ	ㅤ	ㅤ	ㅤ	ㅤ
ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ	ㅤ

I certify that:
(a) I have witnessed the client(s) sign this form;
(b) I have sighted the original form(s) of identity ticked above;
(c) I have attached a copy of ID(s) used;
(d) the photo(s) name(s) and signature(s) match the client(s) name(s) and identification provided;
(e) the client(s) appear(s) to be of sound mind.

Signature of person establishing identity		Full name of person establishing identity

Occupation

Phone/Email		Address

For office use only:

Is this a high risk transaction?

No - The transaction does not qualify as a high risk transaction (see the notes to the form below).

Yes - Attached is a document connecting the client to the property and a file note of the steps taken to confirm identity.

Notes to the form:

1.	Practitioners must comply with theLand Transfer Act 2017and theAuthority and Identity Requirements for E-Dealing Standard(see also theAuthority and Identity Requirements for E-Dealing Guideline).
2.	Where the person who is signing this form is doing so under a power of attorney (PoA) the authenticity of the PoA and the identity of the attorney must be confirmed.
3.	Where required, attach a copy of the PoA (if it is not deposited with LINZ) and the relevant certificate of non-revocation.
4.	For guidance on electronic signatures see theAuthority and Identity Requirements for E-Dealing Guideline.
5.	For guidance on high risk transactions seethe Authority and Identity Requirements for E-Dealing Guideline.
6.	A trustee may use the same form in respect of the same transaction in their personal capacity and as trustee.
7.	An emailed copy of this form is acceptable.
8.	The consent of prior mortgagees, lessors, etc. must be obtained where necessary.
9.	Source: Appendix 1, New Zealand Law Society Property Law Section Guidelines.

End of Document

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