Client confirmation. I/We appoint Max Money Group Limited trading as, Max Loans, Max Mortgages, Max Insurances and Max Businesses, to provide the financial advice service described in the section Nature and scope of our advice. I/We confirm and declare to the Financial Adviser and any other information recipients that: • I/We understand the nature and scope of advice provided to me/us including the areas not in the scope of advice (described in serial 4 of this Agreement under Financial advice service not in the scope of this agreement). • I/We have disclosed my Residency status. • I/We acknowledge that the Financial Advice Provider and the Financial Advisers need to rely upon the information supplied by me/us in order to provide or arrange to provide the financial advice services requested. Accordingly, I/we agree to indemnify and keep indemnified the Financial Advice Provider and Financial Advisers in relation to any liability, claims, damages, costs (legal or otherwise) and losses whatsoever resulting from, or in relation to, any information provided or implied by me/us in relation to the Financial Advice Service requested by me/us. This clause is to survive the expiration or termination of this Agreement. • My/Our contact information can be added to the data base of the Financial Advice Provider so I/we can receive, in the future, regular updates, newsletters, and information on any additional financial advice services provided by the Financial Advice Provider. • My/Our personal or financial circumstances could change over time and it is my/our responsibility to contact the Financial Advice Provider when changes occur that may require the Financial Advice Provider to modify, change or provide new financial advice based on those changed circumstances advised by me/us. • I/We grant permission to the staff and other financial advisers of the Financial Advice Provider to access my/our personal information in order to provide financial advice service to me/us in the event my/our designated financial adviser is not available. • I/We have the right to access and to correct my/our personal information held by the Financial Advice Provider. • I /We understand how my/our personal information may be shared as described in this Agreement in the section How we collect, use, and share your information. • I/We consent to the collection, use and disclosure of my personal information for the following purposes: ▪ Verifying any information that I give to you (or information that you may collect from other sources) with third parties and third-party databases, including government agencies such as the NZ Transport Authority, Department of Internal Affairs, Motor Vehicle Register, Credit Reporting Agencies, and PPSR (for a purpose related to your application for credit or administering your account with us, including for fraud prevention, and complying with the Anti-Money Laundering and Countering Financing Terrorism Act 2009). Signed on behalf of Max Money Group Limited Date Client Signature Date Client Signature Date Appendix 1 Schedule 1: Providers of Personal Lending Products Aotea Finance (Takanini) Limited Avanti Finance Limited Community Financial Services Limited Credit Union Baywide trading as NZCU Baywide, NZCU South Geneva Finance Limited Instant Finance Limited Oxford Finance Limited Latitude Financial Services Limited Personal Loan Corporation Limited Pioneer Finance Limited Nectar Trustee Limited Schedule 2: Providers of Loan Protection Insurance Products and Mechanical Breakdown Insurance Products Xxxxxxx Insurance Limited Provident Insurance Corporation Limited DPL Insurance Limited (Autosure) Personal Loan Corporation Limited (Waiver Insurance) Protecta Insurance New Zealand Limited Quest Insurance Group Limited Schedule 3: Providers of Residential Lending Products ANZ Bank New Zealand Limited Cressida Capital One Limited Plus Finance Limited AIA Services New Zealand Limited DBR Limited Property Funding Securities Ltd ASAP Finance Limited FICO Finance Ltd Resimac Financial Securities Limited ASB Bank Limited First Mortgage Managers Limited Southern Cross Finance Limited Avanti Finance Limited Funding Partners Limited Southland Building Society Bank of China (New Zealand) Ltd General Finance Limited Strata Funding Limited Bank of New Zealand Gold Band Finance Limited The Co-operative Bank Limited Basecorp Finance Limited Industrial and Commercial Bank of China (New Zealand) Limited TSB Bank Limited Bluestone Mortgages NZ Limited Liberty Financial Limited Westpac New Zealand Limited China Construction Bank Pepper New Zealand Limited *We also have a referral relationship with Heartland Bank. Schedule 4: Providers of General Insurance Products Vero Insurance New Zealand Limited Ando Insurance Group Limited Chubb Insurance New Zealand Limited Classic Cover Insurance Limited Dual New Zealand Limited IAG New Zealand Limited NM Insurance Pty Limited Elantis Premium Funding Limited*
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Client confirmation. I/We appoint Max Money Group Limited trading as, Max Loans, Max Mortgages, Max Insurances and Max Businesses, to provide the financial advice service described in the section Nature and scope of our advice. I/We confirm and declare to the Financial Adviser and any other information recipients that: • I/We understand the nature and scope of advice provided to me/us including the areas not in the scope of advice (described in serial 4 of this Agreement under Financial advice service not in the scope of this agreement). • I/We have disclosed my Residency status. • I/We acknowledge that the Financial Advice Provider and the Financial Advisers need to rely upon the information supplied by me/us in order to provide or arrange to provide the financial advice services requested. Accordingly, I/we agree to indemnify and keep indemnified the Financial Advice Provider and Financial Advisers in relation to any liability, claims, damages, costs (legal or otherwise) and losses whatsoever resulting from, or in relation to, any information provided or implied by me/us in relation to the Financial Advice Service requested by me/us. This clause is to survive the expiration or termination of this Agreement. • My/Our contact information can be added to the data base of the Financial Advice Provider so I/we can receive, in the future, regular updates, newsletters, and information on any additional financial advice services provided by the Financial Advice Provider. • My/Our personal or financial circumstances could change over time and it is my/our responsibility to contact the Financial Advice Provider when changes occur that may require the Financial Advice Provider to modify, change or provide new financial advice based on those changed circumstances advised by me/us. • I/We grant permission to the staff and other financial advisers of the Financial Advice Provider to access my/our personal information in order to provide financial advice service to me/us in the event my/our designated financial adviser is not available. • I/We have the right to access and to correct my/our personal information held by the Financial Advice Provider. • I /We understand how my/our personal information may be shared as described in this Agreement in the section How we collect, use, and share your information. • I/We consent to the collection, use and disclosure of my personal information for the following purposes: ▪ Verifying any information that I give to you (or information that you may collect from other sources) with third parties and third-party databases, including government agencies such as the NZ Transport Authority, Department of Internal Affairs, Motor Vehicle Register, Credit Reporting Agencies, and PPSR (for a purpose related to your application for credit or administering your account with us, including for fraud prevention, and complying with the Anti-Money Laundering and Countering Financing Terrorism Act 2009). Signed on behalf of Max Money Group Limited Date Client Signature Date Client Signature Date Appendix 1 Schedule 1: Providers of Personal Lending Products Aotea Finance (Takanini) Limited Geneva Finance Limited Oxford Finance Limited Avanti Finance Limited Instant Finance Limited Personal Loan Corporation Limited Community Financial Services Limited Credit Union Baywide trading as NZCU Baywide, NZCU South Geneva Finance Limited Instant Finance Limited Oxford Finance Limited Latitude Financial Services Limited Personal Loan Corporation Limited Pioneer Finance Limited Finance Now Limited Nectar Trustee Limited Unity Credit Union Limited Schedule 2: Providers of Loan Payment or Lifestyle Protection Insurance Products and Mechanical Breakdown Insurance Products Xxxxxxx Insurance Limited Provident Insurance Corporation Limited DPL Insurance Limited (Autosure) Personal Loan Corporation Limited (Waiver Insurance) Provident Insurance Corporation Limited Xxxxxxx Insurance Limited Protecta Insurance New Zealand Limited Quest Insurance Group Limited Schedule 3: Providers of Residential Lending Products ANZ Bank New Zealand Limited Cressida Capital One Limited Plus Finance Limited AIA Services New Zealand Limited DBR Limited Property Funding Securities Ltd ASAP Finance Pepper New Zealand Limited ANZ Bank New Zealand Limited FICO Finance Ltd Plus Finance Limited ASAP Finance Limited First Mortgage Managers Limited Resimac Financial Securities Limited ASB Bank Limited First Mortgage Managers Funding Partners Limited Southern Cross Finance Limited Avanti Finance Limited Funding Partners General Finance Limited Southland Building Society Bank of China (New Zealand) Ltd General Gold Band Finance Limited Strata Funding Limited Bank of New Zealand Gold Band Finance Heartland Bank Limited The Co-operative Bank Limited Basecorp Finance Limited Industrial and Commercial Bank of China (New Zealand) Limited TSB Bank Limited Bluestone Mortgages NZ Limited Liberty Financial Limited Unity Credit Union Limited China Construction Bank Midlands Funds Management Limited Westpac New Zealand Limited China Construction Bank Pepper New Zealand Cressida Capital One Limited *We also have a referral relationship with Heartland Bank. Schedule 4: Providers of General Insurance Products Vero Ando Insurance Group Limited Dual New Zealand Limited NM Insurance Pty Limited Chubb Insurance New Zealand Limited Ando Insurance Group Limited Chubb Elantis Premium Funding Limited* Vero Insurance New Zealand Limited Classic Cover Insurance Limited Dual New Zealand Limited IAG New Zealand Limited NM Insurance Pty Limited Elantis Premium Funding Limited*
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Client confirmation. I/We appoint Max Money Group Limited trading as, Max Loans, Max Mortgages, Max Insurances and Max Businesses, to provide the financial advice service described in the section Nature and scope of our advice. I/We confirm and declare to the Financial Adviser and any other information recipients that: • I/We understand the nature and scope of advice provided to me/us including the areas not in the scope of advice (described in serial 4 of this Agreement under Financial advice service not in the scope of this agreement). • I/We have disclosed my Residency status. • I/We acknowledge that the Financial Advice Provider and the Financial Advisers need to rely upon the information supplied by me/us in order to provide or arrange to provide the financial advice services requested. Accordingly, I/we agree to indemnify and keep indemnified the Financial Advice Provider and Financial Advisers in relation to any liability, claims, damages, costs (legal or otherwise) and losses whatsoever resulting from, or in relation to, any information provided or implied by me/us in relation to the Financial Advice Service requested by me/us. This clause is to survive the expiration or termination of this Agreement. • My/Our contact information can be added to the data base of the Financial Advice Provider so I/we can receive, in the future, regular updates, newsletters, and information on any additional financial advice services provided by the Financial Advice Provider. • My/Our personal or financial circumstances could change over time and it is my/our responsibility to contact the Financial Advice Provider when changes occur that may require the Financial Advice Provider to modify, change or provide new financial advice based on those changed circumstances advised by me/us. • I/We grant permission to the staff and other financial advisers of the Financial Advice Provider to access my/our personal information in order to provide financial advice service to me/us in the event my/our designated financial adviser is not available. • I/We have the right to access and to correct my/our personal information held by the Financial Advice Provider. • I /We understand how my/our personal information may be shared as described in this Agreement in the section How we collect, use, and share your information. • I/We consent to the collection, use and disclosure of my personal information for the following purposes: ▪ Verifying any information that I give to you (or information that you may collect from other sources) with third parties and third-party databases, including government agencies such as the NZ Transport Authority, Department of Internal Affairs, Motor Vehicle Register, Credit Reporting Agencies, and PPSR (for a purpose related to your application for credit or administering your account with us, including for fraud prevention, and complying with the Anti-Money Laundering and Countering Financing Terrorism Act 2009). Signed on behalf of Max Money Group Limited Date Client Signature Date Client Signature Date Appendix 1 Schedule 1: Providers of Personal Lending Products Aotea Finance (Takanini) Limited Avanti Finance Limited Community Financial Services Limited Credit Union Baywide trading as NZCU Baywide, NZCU South Geneva Finance Limited Instant Finance Limited Oxford Finance Limited Latitude Financial Services Limited Personal Loan Corporation Limited Pioneer Finance Limited Nectar Trustee Limited Schedule 2: Providers of Loan Payment or Lifestyle Protection Insurance Products and Mechanical Breakdown Insurance Products Xxxxxxx Insurance Limited Provident Insurance Corporation Limited DPL Insurance Limited (Autosure) Personal Loan Corporation Limited (Waiver Insurance) Protecta Insurance New Zealand Limited Quest Insurance Group Limited Schedule 3: Providers of Residential Lending Products ANZ Bank New Zealand Limited Cressida Capital One Limited Plus Finance Midlands Funds Management Limited AIA Services New Zealand Limited DBR Limited Property Funding Securities Ltd Pepper New Zealand Limited ASAP Finance Limited FICO Finance Ltd Resimac Financial Securities Plus Finance Limited ASB Bank Limited First Mortgage Managers Limited Southern Cross Finance Resimac Financial Securities Limited Avanti Finance Limited Funding Partners Limited Southland Building Society Southern Cross Finance Limited Bank of China (New Zealand) Ltd General Finance Limited Strata Funding Limited Southland Building Society Bank of New Zealand Gold Band Finance Limited Strata Funding Limited Basecorp Finance Limited Heartland Bank Limited The Co-operative Bank Limited Basecorp Finance Bluestone Mortgages NZ Limited Industrial and Commercial Bank of China (New Zealand) Limited TSB Bank Limited Bluestone Mortgages NZ Limited China Construction Bank Liberty Financial Limited Westpac New Zealand Limited China Construction Bank Pepper New Zealand Limited *We also have a referral relationship with Heartland Bank. Schedule 4: Providers of General Insurance Products Vero Insurance New Zealand Limited Ando Insurance Group Limited Chubb Insurance New Zealand Limited Classic Cover Insurance Limited Dual New Zealand Limited IAG New Zealand Limited NM Insurance Pty Limited Elantis Premium Funding Limited*
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Client confirmation. I/We appoint Max Money Group Limited trading as, Max Loans, Max Mortgages, Max Insurances and Max Businesses, to provide the financial advice service described in the section Nature and scope of our advice. I/We confirm and declare to the Financial Adviser and any other information recipients that: • I/We understand the nature and scope of advice provided to me/us including the areas not in the scope of advice (described in serial 4 of this Agreement under Financial advice service not in the scope of this agreement). • I/We have disclosed my Residency status. • I/We acknowledge that the Financial Advice Provider and the Financial Advisers need to rely upon the information supplied by me/us in order to provide or arrange to provide the financial advice services requested. Accordingly, I/we agree to indemnify and keep indemnified the Financial Advice Provider and Financial Advisers in relation to any liability, claims, damages, costs (legal or otherwise) and losses whatsoever resulting from, or in relation to, any information provided or implied by me/us in relation to the Financial Advice Service requested by me/us. This clause is to survive the expiration or termination of this Agreement. • My/Our contact information can be added to the data base of the Financial Advice Provider so I/we can receive, in the future, regular updates, newsletters, and information on any additional financial advice services provided by the Financial Advice Provider. • My/Our personal or financial circumstances could change over time and it is my/our responsibility to contact the Financial Advice Provider when changes occur that may require the Financial Advice Provider to modify, change or provide new financial advice based on those changed circumstances advised by me/us. • I/We grant permission to the staff and other financial advisers of the Financial Advice Provider to access my/our personal information in order to provide financial advice service to me/us in the event my/our designated financial adviser is not available. • I/We have the right to access and to correct my/our personal information held by the Financial Advice Provider. • I /We understand how my/our personal information may be shared as described in this Agreement in the section How we collect, use, and share your information. • I/We consent to the collection, use and disclosure of my personal information for the following purposes: ▪ Verifying any information that I give to you (or information that you may collect from other sources) with third parties and third-party databases, including government agencies such as the NZ Transport Authority, Department of Internal Affairs, Motor Vehicle Register, Credit Reporting Agencies, and PPSR (for a purpose related to your application for credit or administering your account with us, including for fraud prevention, and complying with the Anti-Money Laundering and Countering Financing Terrorism Act 2009). Signed on behalf of Max Money Group Limited Date Client Signature Date Client Signature Date Appendix 1 Schedule 1: Providers of Personal Lending Products Aotea Finance (Takanini) Limited Geneva Finance Limited Oxford Finance Limited Avanti Finance Limited Instant Finance Limited Personal Loan Corporation Limited Community Financial Services Limited Credit Union Baywide trading as NZCU Baywide, NZCU South Geneva Finance Limited Instant Finance Limited Oxford Finance Limited Latitude Financial Services Limited Personal Loan Corporation Limited Pioneer Finance Limited Finance Now Limited Nectar Trustee Limited Unity Credit Union Schedule 2: Providers of Loan Payment or Lifestyle Protection Insurance Products and Mechanical Breakdown Insurance Products Xxxxxxx Insurance Limited Provident Insurance Corporation Limited DPL Insurance Limited (Autosure) Personal Loan Corporation Limited (Waiver Insurance) Provident Insurance Corporation Limited Xxxxxxx Insurance Limited Protecta Insurance New Zealand Limited Quest Insurance Group Limited Schedule 3: Providers of Residential Lending Products ANZ Bank New Zealand Limited Cressida Capital One Limited Plus Finance Limited AIA Services New Zealand Limited DBR Limited Property Funding Securities Ltd ASAP Finance Pepper New Zealand Limited ANZ Bank New Zealand Limited FICO Finance Ltd Plus Finance Limited ASAP Finance Limited First Mortgage Managers Limited Resimac Financial Securities Limited ASB Bank Limited First Mortgage Managers Funding Partners Limited Southern Cross Finance Limited Avanti Finance Limited Funding Partners General Finance Limited Southland Building Society Bank of China (New Zealand) Ltd General Gold Band Finance Limited Strata Funding Limited Bank of New Zealand Gold Band Finance Heartland Bank Limited The Co-operative Bank Limited Basecorp Finance Limited Industrial and Commercial Bank of China (New Zealand) Limited TSB Bank Limited Bluestone Mortgages NZ Limited Liberty Financial Limited Unity Credit Union China Construction Bank Midlands Funds Management Limited Westpac New Zealand Limited China Construction Bank Pepper New Zealand Cressida Capital One Limited *We also have a referral relationship with Heartland Bank. Schedule 4: Providers of General Insurance Products Vero Ando Insurance Group Limited Dual New Zealand Limited NM Insurance Pty Limited Chubb Insurance New Zealand Limited Ando Insurance Group Limited Chubb Elantis Premium Funding Limited* Vero Insurance New Zealand Limited Classic Cover Insurance Limited Dual New Zealand Limited IAG New Zealand Limited NM Insurance Pty Limited Elantis Premium Funding Limited*
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