Common use of Manually Clause in Contracts

Manually. If you choose manual verification, you will need to provide us with certified copies of the documents listed in the Guidance Note for Manual Identity Verification (page 32). DOCUMENT REQUIRED Information provided will be handled in accordance with (i) Clauses 26-28 of the Terms and Conditions or (ii) Clauses 25-27 of the Wholesale Terms and Conditions (as applicable). SUBSCRIPTION News & Views publication A quarterly publication with topical articles and company events is available on the Client Portal. Please tick below if you would also like to receive News & Views by email and/or post. Email Post Market Insights eNewsletter A fortnightly email that covers current market information. Please tick if you wish to receive these. Email Identity Verification Craigs Investment Partners may request to sight the original of any identity verification document that has been used by you for identity verification purposes. Photo ID Photo ID provided must be of a quality to enable the person’s identity to be verified. Certified Copy Original documents can be sighted by a Craigs Investment Partners employee. Alternatively all identity documents must be certified by one of the following: • Justice of the Peace (JP) • Lawyer • Notary Public • NZ Chartered Accountant • NZ Police Constable • Member of Parliament • Registered Medical Doctor • Registered Teacher • Minister of Religion. This person certifying must not be related to you, be your spouse or partner, live at the same address as you or be involved in this Client Agreement. Certified documents must include the full name, occupation and an original signature of the certifier and the date of certification. Certification must have been carried out in the three months preceding presentation of the certified documents. Example wording to be used on certification “I certify this to be a true copy of the original document which I have sighted, and where it is an identity document, represents the identity of the named individual in the document; Signature, Full Name, Occupation, Date.” Client Portal This is accessed via craigsip. com/login and is available to all clients and authorised persons associated with the account i.e. accountants, Trustees, beneficial owners. It is an online tool which enables monitoring of investment performance, plus access to research reports and investment reports. 14 \ Company as Trustee COMPANY DETAILS Company Name Company Number Other specify Country where incorporated NZ Mailing Address Postcode | | | | | Registered Office Address (if not the same as mailing address) Postcode | | | | | IDENTITY VERIFICATION FOR THE COMPANY NZ Companies Office extract including shareholders and directors Copy of Certificate of Incorporation Is the Company: A Corporate Trustee A Trading Company* DOCUMENT REQUIRED *If a Trading Company, customer due diligence will need to be performed on all directors, and on shareholders who own more than 25% of the Company. Please speak with your Adviser about completing an Additional Details form to meet this requirement. NOMINEE SHAREHOLDERS/NOMINEE DIRECTORS Does the company have nominee shareholders and/or nominee directors? Yes No If yes, please list the names of those people below: Full Name Relationship to Company % Held SHARES IN BEARER FORM Does the Company have shares in bearer form? Yes No CRAIGS INVESTMENT PARTNERS Client Agreement Trust or Deceased Estate / 01.23 / 15 Only complete this section if applicable. C5 A Nominee Shareholder is an arrangement where an individual or company (Nominee) holds the shares of other persons (Beneficial Owners) on trust. A Nominee Director is someone who allows their name to be used by you and your company. On paper, the nominee takes the role of company director, and they act in place of the company in that jurisdiction. The nominee is responsible for maintaining a company’s legal responsibilities. Shares in bearer form Shares in bearer form are negotiable instruments whose terms state that they are payable to the bearer. COMPANY TAX DETAILS Please provide the TIN for each country/jurisdiction where the trustee company is a tax resident. New Zealand Tax Details IRD Number | | | | | | | | | | Foreign Tax Details Australian Tax Number | | | | | | | | | | US IRS Tax Identification Number (SSN or TIN) | | | | | | | | | | UK National Insurance Number | | | | | | | | | | | Other Country Identification Number Country Identification Number ENTITY CLASSIFICATION FOR TAX REPORTING

Manually. If you choose manual verification, you will need to provide us with certified copies of the documents listed in the Guidance Note for Manual Identity Verification (page 32). DOCUMENT REQUIRED Information provided will be handled in accordance with (i) Clauses 26-28 of the Terms and Conditions or (ii) Clauses 25-27 of the Wholesale Terms and Conditions (as applicable). SUBSCRIPTION News & Views publication A quarterly publication with topical articles and company events is available on the Client Portal. Please tick below if you would also like to receive News & Views by email and/or post. Email Post Market Insights eNewsletter A fortnightly email that covers current market information. Please tick if you wish to receive these. Email Identity Verification Craigs Investment Partners may request to sight the original of any identity verification document that has been used by you for identity verification purposes. Photo ID Photo ID provided must be of a quality to enable the person’s identity to be verified. Certified Copy Original documents can be sighted by a Craigs Investment Partners employee. Alternatively all identity documents must be certified by one of the following: • Justice of the Peace (JP) • Lawyer • Notary Public • NZ Chartered Accountant • NZ Police Constable • Member of Parliament • Registered Medical Doctor • Registered Teacher • Minister of Religion. This person certifying must not be related to you, be your spouse or partner, live at the same address as you or be involved in this Client Agreement. Certified documents must include the full name, occupation and an original signature of the certifier and the date of certification. Certification must have been carried out in the three months preceding presentation of the certified documents. Example wording to be used on certification “I certify this to be a true copy of the original document which I have sighted, and where it is an identity document, represents the identity of the named individual in the document; Signature, Full Name, Occupation, Date.” Client Portal This is accessed via craigsip. com/login and is available to all clients and authorised persons associated with the account i.e. accountants, Trustees, beneficial owners. It is an online tool which enables monitoring of investment performance, plus access to research reports and investment reports. 14 18 \ Company as Trustee COMPANY PERSONAL TAX DETAILS Company Name Company Number Other specify Country where incorporated of Tax Residence NZ Mailing Address Postcode | | | | | Registered Office Address (if not the same as mailing address) Postcode | | | | | IDENTITY VERIFICATION FOR THE COMPANY NZ Companies Office extract including shareholders and directors Copy of Certificate of Incorporation Is the Company: A Corporate Trustee A Trading Company* DOCUMENT REQUIRED *If a Trading Company, customer due diligence will need to be performed on all directors, and on shareholders who own more than 25% of the Company. Please speak with your Adviser about completing an Additional Details form to meet this requirement. NOMINEE SHAREHOLDERS/NOMINEE DIRECTORS Does the company have nominee shareholders and/or nominee directors? Yes No If yes, please list the names of those people below: Full Name Relationship to Company % Held SHARES IN BEARER FORM Does the Company have shares in bearer form? Yes No CRAIGS INVESTMENT PARTNERS Client Agreement Trust or Deceased Estate / 01.23 / 15 Only complete this section if applicable. C5 A Nominee Shareholder is an arrangement where an individual or company (Nominee) holds the shares of other persons (Beneficial Owners) on trust. A Nominee Director is someone who allows their name to be used by you and your company. On paper, the nominee takes the role of company director, and they act in place of the company in that jurisdiction. The nominee is responsible for maintaining a company’s legal responsibilities. Shares in bearer form Shares in bearer form are negotiable instruments whose terms state that they are payable to the bearer. COMPANY TAX DETAILS Please provide the TIN for each country/jurisdiction where the trustee company is a tax resident. New Zealand Tax Details IRD Number | | | | | | | | | | Foreign I am a US citizen, green card holder or a US person for US tax purposes. Please ensure you tick either Yes or No Yes No PERSONAL FOREIGN TAX DETAILS Please only complete the following if you are a tax resident in one or more countries other than New Zealand. FATCA Self-Certification Please provide your TIN for each country/jurisdiction of tax residency indicated. If no TIN is available Country/Jurisdiction of Tax Details Australian Tax Number | | | | | | | | | | US IRS Tax Identification Number (SSN or Residence TIN) | | | | | | | | | | UK National Insurance Number | | | | | | | | | | | Other Country Identification Number Country Identification Number ENTITY CLASSIFICATION FOR TAX REPORTING

Manually. If you choose manual verification, you will need to provide us with certified copies of the documents listed in the Guidance Note for Manual Identity Verification (page 32). DOCUMENT REQUIRED Information provided will be handled in accordance with (i) Clauses 26-28 of the Terms and Conditions or (ii) Clauses 25-27 of the Wholesale Terms and Conditions (as applicable). SUBSCRIPTION News & Views publication A quarterly publication with topical articles and company events is available on the Client Portal. Please tick below if you would also like to receive News & Views by email and/or post. Email Post Market Insights eNewsletter A fortnightly email that covers current market information. Please tick if you wish to receive these. Email Identity Verification Craigs Investment Partners may request to sight the original of any identity verification document that has been used by you for identity verification purposes. Photo ID Photo ID provided must be of a quality to enable the person’s identity to be verified. Certified Copy Original documents can be sighted by a Craigs Investment Partners employee. Alternatively all identity documents must be certified by one of the following: • Justice of the Peace (JP) • Lawyer • Notary Public • NZ Chartered Accountant • NZ Police Constable • Member of Parliament • Registered Medical Doctor • Registered Teacher • Minister of Religion. This person certifying must not be related to you, be your spouse or partner, live at the same address as you or be involved in this Client Agreement. Certified documents must include the full name, occupation and an original signature of the certifier and the date of certification. Certification must have been carried out in the three months preceding presentation of the certified documents. Example wording to be used on certification “I certify this to be a true copy of the original document which I have sighted, and where it is an identity document, represents the identity of the named individual in the document; Signature, Full Name, Occupation, Date.” Client Portal This is accessed via craigsip. com/login and is available to all clients and authorised persons associated with the account i.e. accountants, Trustees, beneficial owners. It is an online tool which enables monitoring of investment performance, plus access to research reports and investment reports. 14 08 \ Company as Trustee, Appointer, Settlor, Executor Role please select applicable roles Trustee COMPANY Appointer Settlor Advisory Trustee Protector Executor Authorisation Are you authorised to instruct on the account (i.e. an Authorised Person)? Yes No PERSONAL DETAILS Company Name Company Number Title please select one Other specify Country where incorporated NZ Mailing Mr Mrs Miss Ms Xx Dr Gender Male Female Non Binary Prefer not to say Full Name First Name Middle Name Last Name Preferred Salutation Please complete all details and tick your preferred method of contact Home Ph Work Ph Post as per mailing address Email Residential Address Postcode | | | | | Registered Office Mailing Address (please enter if not the same as mailing different from your residential address) Postcode | | | | | IDENTITY VERIFICATION FOR THE COMPANY Date of Birth | D | D | M | M | Y | Y | Y | Y | Other specify Country of Birth NZ Companies Office extract including shareholders and directors Copy Australia Town or City of Certificate Birth CITIZENSHIP & RESIDENCY STATUS Other specify New Zealand Citizen Australian Citizen If Other please provide a copy of Incorporation Is the Companyyour residency documentation: A Corporate Trustee A Trading Company* Other Visa specify Permanent Resident / Resident Visa Work Visa Do not reside in NZ DOCUMENT REQUIRED *If Occupation Retired Public Office – Have you, or an immediate family member, held a Trading Companypublic office position in the last two years e.g. diplomat, customer due diligence will need to be performed on all directorshigh level judicial, and on shareholders who own more than 25% of the Company. Please speak with your Adviser about completing an Additional Details form to meet this requirement. NOMINEE SHAREHOLDERS/NOMINEE DIRECTORS Does the company have nominee shareholders and/or nominee directorsmilitary or ministerial position in New Zealand or overseas? No Yes No If yes, please list the names of those people below: Full Name Relationship to Company % Held SHARES IN BEARER FORM Does the Company have shares in bearer form? Yes No specify CRAIGS INVESTMENT PARTNERS Client Agreement Trust or Deceased Estate / 01.23 / 15 Only complete this section if applicable09 C3 Preferred Salutation This is how you would like your communication addressed. C5 A Nominee Shareholder is an arrangement where an individual or company (Nominee) holds the shares of other persons (Beneficial Owners) on trust. A Nominee Director is someone who allows their name to be used by you and your company. On paper, the nominee takes the role of company director, and they act in place of the company in that jurisdiction. The nominee is responsible for maintaining a company’s legal responsibilities. Shares in bearer form Shares in bearer form are negotiable instruments whose terms state that they are payable to the bearer. COMPANY PERSONAL TAX DETAILS Please provide the TIN for each country/jurisdiction where the trustee company is a tax resident. No specify Tax resident in NZ Yes New Zealand Tax Details IRD Number | | | | | | | | | | Foreign I am a US citizen, green card holder or a US person for US tax purposes. Please ensure you tick either Yes or No Yes No Please only complete the following if you are a tax resident in one or more countries other than New Zealand. Please confirm each country/jurisdiction in which you are a tax resident, including the US if indicated above, and provide your TIN for each country/jurisdiction. Country/Jurisdiction of Tax Details Australian Tax Number | | | | | | | | | | US IRS Tax Identification Number (SSN or Residence TIN) | | | | | | | | | | UK National Insurance Number | | | | | | | | | | | Other Country Identification Number Country Identification Number ENTITY CLASSIFICATION FOR TAX REPORTING

Manually. If you choose manual verification, you will need to provide us with certified copies of the documents listed in the Guidance Note for Manual Identity Verification (page 32). DOCUMENT REQUIRED Information provided will be handled in accordance with (i) Clauses 26-28 of the Terms and Conditions or (ii) Clauses 25-27 of the Wholesale Terms and Conditions (as applicable). SUBSCRIPTION News & Views publication A quarterly publication with topical articles and company events is available on the Client Portal. Please tick below if you would also like to receive News & Views by email and/or post. Email Post Market Insights eNewsletter A fortnightly email that covers current market information. Please tick if you wish to receive these. Email CRAIGS INVESTMENT PARTNERS Client Agreement Trust or Deceased Estate / 01.23 / 11 Identity Verification Craigs Investment Partners may request to sight the original of any identity verification document that has been used by you for identity verification purposes. Photo ID Photo ID provided must be of a quality to enable the person’s identity to be verified. Certified Copy Original documents can be sighted by a Craigs Investment Partners employee. Alternatively all identity documents must be certified by one of the following: • Justice of the Peace (JP) • Lawyer • Notary Public • NZ Chartered Accountant • NZ Police Constable • Member of Parliament • Registered Medical Doctor • Registered Teacher • Minister of Religion. This person certifying must not be related to you, be your spouse or partner, live at the same address as you or be involved in this Client Agreement. Certified documents must include the full name, occupation and an original signature of the certifier and the date of certification. Certification must have been carried out in the three months preceding presentation of the certified documents. Example wording to be used on certification “I certify this to be a true copy of the original document which I have sighted, and where it is an identity document, represents the identity of the named individual in the document; Signature, Full Name, Occupation, Date.” Client Portal This is accessed via craigsip. com/login and is available to all clients and authorised persons associated with the account i.e. accountants, Trustees, beneficial owners. It is an online tool which enables monitoring of investment performance, plus access to research reports and investment reports. 14 \ Company as Trustee, Appointer, Settlor, Executor Role please select applicable roles Trustee COMPANY Appointer Settlor Advisory Trustee Protector Executor Authorisation Are you authorised to instruct on the account (i.e. an Authorised Person)? Yes No PERSONAL DETAILS Company Name Company Number Title please select one Other specify Country where incorporated NZ Mailing Mr Mrs Miss Ms Xx Dr Gender Male Female Non Binary Prefer not to say Full Name First Name Middle Name Last Name Preferred Salutation Please complete all details and tick your preferred method of contact Home Ph Work Ph Post as per mailing address Email Residential Address Postcode | | | | | Registered Office Mailing Address (please enter if not the same as mailing different from your residential address) Postcode | | | | | IDENTITY VERIFICATION FOR THE COMPANY Date of Birth | D | D | M | M | Y | Y | Y | Y | Other specify Country of Birth NZ Companies Office extract including shareholders and directors Copy Australia Town or City of Certificate Birth CITIZENSHIP & RESIDENCY STATUS Other specify New Zealand Citizen Australian Citizen If Other please provide a copy of Incorporation Is the Companyyour residency documentation: A Corporate Trustee A Trading Company* Other Visa specify Permanent Resident / Resident Visa Work Visa Do not reside in NZ DOCUMENT REQUIRED *If Occupation Retired Public Office – Have you, or an immediate family member, held a Trading Companypublic office position in the last two years e.g. diplomat, customer due diligence will need to be performed on all directorshigh level judicial, and on shareholders who own more than 25% of the Companymilitary or ministerial position in New Zealand or overseas? No Yes specify C4 Preferred Salutation This is how you would like your communication addressed. Please speak with your Adviser about completing an Additional Details form to meet this requirement. NOMINEE SHAREHOLDERS/NOMINEE DIRECTORS Does the company have nominee shareholders and/or nominee directors? 12 \ PERSONAL TAX DETAILS Tax resident in NZ Yes No If yes, please list the names of those people below: Full Name Relationship to Company % Held SHARES IN BEARER FORM Does the Company have shares in bearer form? Yes No CRAIGS INVESTMENT PARTNERS Client Agreement Trust or Deceased Estate / 01.23 / 15 Only complete this section if applicable. C5 A Nominee Shareholder is an arrangement where an individual or company (Nominee) holds the shares of other persons (Beneficial Owners) on trust. A Nominee Director is someone who allows their name to be used by you and your company. On paper, the nominee takes the role of company director, and they act in place of the company in that jurisdiction. The nominee is responsible for maintaining a company’s legal responsibilities. Shares in bearer form Shares in bearer form are negotiable instruments whose terms state that they are payable to the bearer. COMPANY TAX DETAILS Please provide the TIN for each country/jurisdiction where the trustee company is a tax resident. specify New Zealand Tax Details IRD Number | | | | | | | | | | Foreign I am a US citizen, green card holder or a US person for US tax purposes. Please ensure you tick either Yes or No Yes No Please only complete the following if you are a tax resident in one or more countries other than New Zealand. Please confirm each country/jurisdiction in which you are a tax resident, including the US if indicated above, and provide your TIN for each country/jurisdiction. Country/Jurisdiction of Tax Details Australian Tax Number | | | | | | | | | | US IRS Tax Identification Number (SSN or Residence TIN) | | | | | | | | | | UK National Insurance Number | | | | | | | | | | | Other Country Identification Number Country Identification Number ENTITY CLASSIFICATION FOR TAX REPORTING