ANZ INVESTMENT FUNDS
FORM 3 – DIRECT DEBIT FORM
Product disclosure statement (PDS) dated 1 August 2024
FORM
3
As an alternative to a direct debit, you can set up an automatic payment for any amount and frequency using internet banking. With automatic
payments, there’s no need for forms and you can make your own changes to your payments at any time.
To set up a direct debit, email your form to us at [email protected].nz, take it to any ANZ branch or post it to: ANZ Investments,
Freepost 324, PO Box 7149, Victoria Street West, Auckland 1142.
Initiator’s Authorisation Code
0 1 0 8 4 4 5
Please allow 10 business days for the direct
debit to be established.
1. Investor information
First Name(s)
Surname
First Name(s)
Surname
or Company/Trust/Partnership/Estate name:
ANZ customer (or investor) number
(if known)
2. What would you like to do? (tick one)
I want to set up a direct debit I want to set up a one-o direct debit I want to change the details of an existing direct debit
I want to cancel my existing direct debit
3. Contribution details
Contribution amount $ Start date
D D M M 2 0 Y Y
Frequency (tick one) one-o fortnightly monthly quarterly
4. Direct Debit Authority (to be completed by the bank account holder)
Name of my account to be debited (acceptor):
Name of my bank:
Bank Branch Account Su x
From the acceptor to
(my bank):
insert name of acceptor’s bank
I authorise you to debit this account with the amounts of direct debits from ANZ New Zealand Investments Limited (the initiator) with the
authorisation code speci ed on this authority in accordance with this authority until further notice.
I agree that this authority is subject to:
• The bank’s terms and conditions that relate to this account, and
• The speci c terms and conditions listed over the page.
If applicable, I con rm I have personally a xed my digital signature to this document.
Authorised signature/s:
Date
D D M M 2 0 Y Y
Approved
0844 08/24
ANZ INVESTMENT FUNDS
FOR BANK USE ONLY
Date Received Recorded By Checked By Bank StampApproved
0844
08 2024
Original – Retain at Branch. Copy – Forward to Initiator if requested.
Issuer and manager: ANZ New Zealand Investments Limited 08/24 19818
Speci c conditions relating to notices and disputes
I may ask my bank to reverse a direct debit up to 120 calendar days after the debit if:
• I don’t receive a written notice of the amount and date of each direct debit from the initiator, or
• I receive a written notice but the amount or the date of debiting is di erent from the amount or the date speci ed on the notice.
The initiator is required to give a written notice of the amount and date of each direct debit in a series of direct debits no less than two business days
before the date of the rst direct debit in the series. This notice is to include:
• the date of the debits, and
• the amount of each direct debit.
If the bank dishonours a direct debit but the initiator sends the direct debit again within ve business days of the dishonour, the initiator is not
required to give you a second notice of the amount and date of the direct debit.
If the initiator proposes to change an amount or date of a direct debit speci ed in the notice, the initiator is required to give you notice no less than
10 calendar days before the change.
I agree to any correspondence relating to this direct debit being sent to the investor.
