When loading companies or trusts in Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties. All pricing is GST exclusive.
Company subscription plans
Unlinked - $30 per company, per annum
For internal use by a single professional firm. Clients can verify their annual return details, but cannot access documents and other information in Connectworks to see or sign them. Includes AML/CFT functionality.
Unlinked with signing $35 per company, per annum
As above, but with clients and all staff of other professional firms able to sign documents and approve resolutions-only. Connectworks can also be used to sign and store documents generated externally. Includes AML/CFT functionality.
Unlimited - $120 per company, per annum
Best for active companies where the directors are engaged in company secretarial matters.
Unlimited access by all appropriate parties, including every staff member of the subscribing professional firm, plus all directors and any other professionals required. Includes AML/CFT functionality and shared CDD on natural persons involved.
Directors could use Connectworks to manage the risks and soft assets registers plus store and sign other documents.
Corporate trustee companies – no charge when the trust uses Connectworks
There is no charge for running trustee companies on Connectworks when the trust(s) that it is trustee for has a current subscription for Connectworks.
Lower Companies Office annual return fee via Connectworks - $37.95 per annum (incl. GST)
You can file annual returns directly to The Companies Office from Connectworks. The annual return fee for doing so is $37.95 as opposed to $41.40 when filing via the Companies Office website.
Trust subscription plans
Unlimited - $98 per trust per annum
Best for active trusts with all parties engaged.
Unlimited access by all appropriate parties, including every staff member of accounting, law or trust management firm and non-professional trustees. Includes shareable CDD against natural persons involved.
2-party - $65 per trust per annum
Best for when only 2 parties are engaged. e.g. accounting and law firm, or one firm with contact trustee.
Access covers everyone within the professional firm(s) and contact trustee. Other trustees can approve and sign online, or manually and then upload. Includes shareable CDD against natural persons involved.
Unlinked - $25 per trust per annum
Best for where there is a single professional and trustee are not online. Internal use by professional firm-only with no client access. Includes AML/CFT functionality. No document sharing, signing or oversight of other parties activity.
Unlinked with signing - $35 per trust per annum
As above, but with clients and all staff of other professional firms able to sign documents and approve resolutions-only.
Corporate trustee companies – no charge
Ability to manage your corporate trustee companies, where the associated trust also uses Connectworks. Includes importing information from Companies Office, managing shareholding, precedents, documents and director approvals and signing at no charge. A reduced Companies Office annual return fee applies.
Connectworks also offers the below plans for all entity types
Archive plan. $75 for 10 years. View under the list of trusts you manage. Can change back to an active plan if ever required. Everything secure and easily searchable.
AML/CFT-only plan. $5 per entity per annum. Excludes ID checks via Connectworks.
AML/CFT only 6-year plan- a one off subscription for $25 per client.
Individuals. $5 per individual per annum. For clients you would like to manage using Connectworks, who aren't involved in a company or a trust.
Client ID verifications are charged additionally - $5 for a combined NZ Driver Licence, proof of address, PEP and sanctions check.
Centrix driver licence, passport and PEP checks
Smart ID with Driver Licence $5.00
Smart ID with Passport $6.00