Statement of position Property information As at date D D M M Y Y Primary property (house and land) Personal details Street address Name(s) Suburb Town/City First Postcode Last Latest government/registered valuation First Your estimate of current value Last Amount of mortgage $ First Maturity date D Last Property mortgaged to Marital status Date(s) of birth $ A $ M M Y Y D M M Y Y D M M Y Y Other property 1 D D M M Y Y Single Married Defacto Divorced D D M M Y Y Single Married Defacto Divorced Suburb D D M M Y Y Single Married Defacto Divorced Town/City Street address Postcode Latest government/registered valuation Home address $ B Street address Your estimate of current value Suburb Amount of mortgage $ Maturity date D Town/City D Postcode Mailing address $ Property mortgaged to Street address Other property 2 Suburb Town/City Street address Postcode Suburb Contact details Home Business 0 0 Town/City 02 Mobile Fax 0 Latest government/registered valuation Your estimate of current value Email By providing your email address, you consent to the BNZ Group contacting you electronically (e.g. by email, text, website link) from time to time with information about our products, services, and promotions, and without an unsubscribe facility. Occupation(s) Postcode $ B $ Amount of mortgage $ Maturity date D Property mortgaged to Public company shares Company Employer(s) Name of shares held Name Market value per share $ Market value of holding $ Company Name of shares held Name Banker(s) (if other than BNZ) Market value per share $ Market value of holding $ Company Name Salary (or last annual income) $ Name of shares held Sole Joint Market value per share $ Market value of holding $ Total C $ Statement of position Liabilities Assets What you owe What you own Overdraft Home loan lender 1 Monthly repayments $ $ Other BNZ accounts $ Other bank account (specify) $ $ $ $ $ $ Hire purchase Monthly repayments $ Savings account $ Motor vehicle loan lender Monthly repayments Cheque account $ Home loan lender 2 Monthly repayments $ $ $ Specify assets Life insurance cover $ Surrender value (if applicable) $ Primary property (copy from A on page 1) $ Other property (total value of B from page 1) $ Public company shares (copy from C on page 1) $ Motor vehicle (year and type) Other loans Credit cards (specify) Limit $ $ $ $ Amount owing $ $ $ $ $ $ Other liabilities (over $1000) Limit Household and personal effects $ $ $ Total liabilities $ Sole $ Joint $ $ Other assets or investments over $1000 $ Amount owing $ Liability as Guarantor $ $ $ Total assets $ Less total liabilities $ Net worth (surplus/deficit) $ Personal information notice This notice relates to the information you are now providing to BNZ or its related companies (as defined in section 2(3) of the Companies Act 1993 as if ‘company’ includes a company or other body corporate incorporated in New Zealand or any other jurisdiction) (each a BNZ Company); any insurance organisation (including any insurance underwriters or agents) used in relation to your account; and any other party that we notify you of in the future (together the ‘Parties’), or which the Parties may hold now or in the future. 1. The Privacy Act 1993 gives you the right to see and correct your personal information. 5. To gain your views on products and/or services, the Parties may want to provide your details to market research organisations. If you do not wish your details to be provided, please tick 2. Your information may be disclosed to any person that has given a guarantee or other security for your obligations to BNZ. 6. If you do not wish to provide all the information requested, we may restrict the products, facilities and/or services available to you. 3. Information about you will be used primarily for administering your account and offering or providing banking and other financial services to you. Information may be disclosed to another BNZ Company or a third party in connection with any of these purposes provided the recipient of the information is subject to an obligation of confidentiality in relation to that information. Information may also be used to further the relationship between you and any BNZ Company, the Parties or a third party, and for marketing purposes. This includes, without limitation, communicating with you via email, text message, an on-line facility (without an unsubscribe facility), telephone or post about any products, services or promotions offered or distributed by any BNZ Company, the Parties or a third party. Declaration 4. In respect of opening and reviewing accounts, applications and offering you relevant products and services, you authorise the BNZ Companies 004116-12/11 to make credit reference checks and other enquiries within their normal procedures. For this purpose, the BNZ Companies may seek information about you from any source. If you are in default under any loan or facility from a BNZ Company, the BNZ Companies are authorised to disclose all relevant information about you to, and for the use of, credit agencies, debt collection agencies and law firms. Call us on 0800 955 455 Visit bnzpartners.co.nz I/We certify that all the information supplied is true and complete. I/We hereby authorise the Bank to make any enquiries it considers necessary for confirmation of the above. I/We confirm that we have read and agree to the personal information notice above. Signature D D M M Y Y Signature D D M M Y Y
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