Trust account services

As professional practitioners, RSM New Zealand operates a trust account specifically designed to hold client funds on behalf of our clients.  It is ideal for property settlements and can also be used for acquisitions and mergers, litigations and trust settlements. 

Trust account services are available for our clients to:

  • receive or hold money or other valuable property in trust for any person
  • to invest money for any given period
  • receive fees or disbursements in advance of an invoice being issued

This is a valuable service for our international clients who do not hold a New Zealand bank account. 

Our trust account is required to comply with legal requirements and is subject to an annual audit to ensure:

  • we maintain and keep appropriate trust account records
  • there are adequate internal control safeguards and procedures in place
  • that we comply with the legal requirements of holding a trust account

 

How can we help you?

Contact us by phone 0800 774 623 or submit your questions, comments, or proposal requests.


CONTACT us