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.”

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WeTransfer - for secure document transfer to the Nexus Paraplanning Team

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