Client Forms
Client Questionnaires








To complete & send any of the forms below to Nexus, simply follow these steps:

  • Step 1 – Click on the required form to open the document

  • Step 2 – Download & save the document to your computer

  • Step 3 – Open & complete the forms as fully as possible

  • Step 4 - Save the document again once completed

  • Step 5 – Click the following link: WeTransfer (for secure document transfer) and follow the instructions on the screen to transfer a copy of the completed documents to Nexus. At this stage you may be prompted to accept or agree to WeTransfer Cookie policy terms – click “I accept.”



Personal information you supply to us will be treated as confidential and held securely in accordance with Data Protection Regulations. Please see our Privacy Notice for further information.


WeTransfer - for secure document transfer to the Nexus Paraplanning Team


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