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FORM 7
WITHDRAWAL FORM
FORM
7
1. THIS WITHDRAWAL REQUEST RELATES TO MY/OUR INVESTMENT IN THE FOLLOWING (PLEASE TICK ONE):
ANZ Investment Funds OneAnswer Multi-Asset-Class Funds OneAnswer Single-Asset-Class Funds
2. INVESTOR INFORMATION
First name(s)
Surname
First name(s)
Surname
Company/Partnership/Trust/Estate name
ANZ customer (or investor) number
3. TAX INFORMATION
(Visit anz.co.nz/pirupdate for help)
Name of taxpayer
Taxpayers IRD number
Taxpayers prescribed investor rate 0% 10.5% 17.5% 28%
If any of the tax payment details dier from what we currently have on record, they will be updated based on the information on this form before
processing this withdrawal.
If you haven’t notied both your IRD number and prescribed investor rate, you will be taxed on income allocated to you at the default rate of 28%.
4. SETTING UP OR AMENDING A WITHDRAWAL
4.1 Set up a new withdrawal
I/We request (please tick one):
a withdrawal of my/our full balance (please refer to section 5)
a partial withdrawal of
$
(minimum $500)
a regular withdrawal of
$
(minimum $100)
Frequency for regular withdrawal (please tick one of the available choices):
monthly quarterly six-monthly annually
Start date
D D M M 2 0 Y Y
4.2 Amend an existing regular withdrawal
I/We request to amend our existing regular withdrawal instructions to:
a regular withdrawal of
$
(minimum $100)
Frequency for regular withdrawal (please tick one of the available choices):
monthly quarterly six-monthly annually
Start date
D D M M 2 0 Y Y
or
Scan and email the completed form to withdrawals@anzinvestments.co.nz. Alternatively, you can bring it to any ANZ branch, or post it to
ANZ Investments, Freepost 324, PO Box 7149, Wellesley Street, Auckland 1141.
PTO
or
FORM 7
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5. SOURCE OF WITHDRAWAL
ANZ Investment Funds and OneAnswer Multi-Asset-Class Funds
I/We request that the partial or regular withdrawal as indicated above be deducted from my/our fund/s as follows:
Conservative Fund
$
Conservative Balanced Fund
$
Balanced Fund
$
Balanced Growth Fund
$
Growth Fund
$
TOTAL
$
OneAnswer Single-Asset-Class Funds
I/We request that the partial or regular withdrawal as indicated above be deducted from my/our fund/s as follows:
New Zealand Fixed Interest Fund
$
International Fixed Interest Fund
$
Property Securities Fund
$
International Property Fund
$
New Zealand Share Fund
$
Equity Selection Fund
$
6. PAYMENT INFORMATION
Please note the proceeds of this withdrawal can only be paid to the investor’s New Zealand bank account; we are not able to make payments to
third parties.
Name of bank account holder
(leave blank if a bank-encoded deposit slip is attached)
Payment account
Bank Branch Account number Sux
Australian Share Fund
$
International Share Fund
$
Balanced Growth Fund
$
TOTAL
$
0
0
FORM 7
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7. IDENTIFICATION
If you believe you have already given us proof of your identity and address, continue to section 8. If not, as part of your withdrawal request, you
must provide certied copies of your ID and proof of address. All photocopied documents must be veried or certied by an authorised person,
such as a Justice of the Peace, before sending them to us.
Note for trusts: each trustee will need to ensure that we have a copy of their identication and proof of residential address.
If we need to ask you for further information, this will delay the processing of your withdrawal request.
Please provide us with either:
a certied/veried copy of your current passport (page showing your name, date of birth, photograph and signature), OR
a certied/veried copy of your current driver licence showing your name, signature and expiry date and a bank account statement
issued to you by a registered bank (excluding ANZ), OR
a certied/veried copy of your current rearms licence.
AND one of the following:
a certied/veried copy of a bank statement issued to you by a registered bank (excluding ANZ) (which can’t be more than six months old), OR
a certied/veried copy of your utility bill (which can’t be more than six months old), OR
a certied/veried copy of an insurance policy document issued to you (which can’t be more than six months old), OR
a certied/veried copy of a Government agency document issued to you (which can’t be more than six months old).
Who can certify your documents?
The following people can certify photocopies of original documents as true
and correct copies:
Notary Public
Justice of the Peace
Member of the Police
New Zealand lawyer
New Zealand Chartered Accountant
A person who has legal authority to take statutory declarations (orequivalent) in New Zealand.
If you are overseas: a person who has the authority to take statutory declarations or equivalent
in your country.
Please note that the certier must be at least 16 years of age and cannot be:
a person involved in the transaction requiring the certication
related to you
your spouse or partner
a person who lives at the same address as you.
Here is an example of what your ID should look like when it’s been certied
correctly. Ensure the ‘true likeness’ wording is included
PTO
Note for trusts: You may need to provide a copy of your trust deed, along with source of wealth information, if we have not already received this. If
the signatories have changed on your trust deed since your application, you must provide us a copy of any deed of appointments and/or removals.
See anz.co.nz/myid for a full list of acceptable documents and ways documents can be certied or veried. Alternatively, talk to an ANZ sta
member or your nancial adviser. Remember to include your certied/veried ID and proof of address with your withdrawal request. Any
information missing from your withdrawal request will cause delays.
FORM 7
4 of 4Issuer and manager: ANZ New Zealand Investments Limited 09/20 20423
8. SIGNATURE(S)
I/We request to withdraw my/our investment as indicated on this form.
Joint investments – all investors must sign
Trusts – all trustees must sign, unless you have specied otherwise in your application form
Partnerships – all partners must sign, unless you have specied otherwise in your application form
Companies – at least one director or one authorised signatory must sign
If signed under power of attorney, the attorney conrms that he/she has not received notice of revocation of that power.
Name
Signature
Date
D D M M 2 0 Y Y
Name
Signature
Date
D D M M 2 0 Y Y
Branch Stamp
INTERNAL USE – ANZ STAFF ONLY
I
(sta full name)
hereby verify that this is the original document.
Date
D D M M 2 0 Y Y
Signature
Sta job role
Branch name
Once completed – sta must scan this form and all required supporting documents in the checklist to withdrawals@anzinvestments.co.nz
Name
Signature
Date
D D M M 2 0 Y Y
Name
Signature
Date
D D M M 2 0 Y Y
Important notes
All emailed withdrawal requests must be from the email address that we have recorded for you. If you have not provided us with your
email address, please call us on 0800 736 034 (+64 9 356 4000 if overseas).
In some circumstances, we may contact you about your request for withdrawal by text, email, letter or telephone.
Information displayed on ANZ Internet Banking or goMoney is two business days behind the current date. As a result, the available balance
might be dierent to the balance viewed on ANZ Internet Banking or goMoney at the time of submitting your request.
Once the correct documentation is received (if any), we usually process withdrawals and make payment to your bank account within ve
business days of receiving your request.
It is not possible to time your request for a specic unit price, the unit price received for your withdrawal request will be a unit price that is
available within ve business days of receiving your request.