ADDITIONAL INFORMATION REQUEST

Hi <First Name>,

Mercer is required to collect some additional information about the nature and purpose of your NZDF FlexiSaver Scheme investment.

This is in respect of account <member number> for <account name>.

We need to do this to comply with our obligations under the Anti-Money Laundering and Countering Financing of Terrorism (AML/CFT) Act 2009.

It will only take a few minutes and it is important that you action this as soon as possible.

Please note the link is personalised to your account and you won’t need to complete any personal details.

Provide information here

If you are unable to complete this online, please call us contact us as soon as possible on 0800 333 787 (Monday to Friday, 9am – 7pm) to provide this information.

Mercer is also required to further verify your identity and have engaged FirstAML to do this. FirstAML will contact you in due course to do this.

Should you have any concerns or queries, please contact us as above to discuss.

Contact the Force Financial Hub Team

There are a number of ways you can get in touch with the NZDF Savings Schemes’ team.

Online

Update your details, check out your risk profile, check your investment funds or check your balance online at www.nzdfsavings.mil.nz. If you haven't logged in before, please call us on 0800 333 787 between 9am and 7pm during week days, to get a temporary PIN and provide your email address (if applicable).

nzdf@mercer.com for queries about your account and we will get back to you as soon as we can. Alternatively, you could get in touch with the Benefits team by emailing benefits@nzdf.mil.nz.

Mercer’s Helpline team

Call on 0800 333 787 or +61 3 8687 1871 (if calling from overseas) from 9.00am - 7.00pm Monday – Friday.

Financial advice

Financial advice is available by contacting Become Wealth on 0508 BECOME (0508 232 663) or email them at hello@become.nz.

Kind regards,

Mercer (N.Z.) Limited on behalf of NZDF Savings Schemes

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Important information

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This email was prepared and sent by Mercer (N.Z.) Limited (Mercer), the Manager of the New Zealand Defence Force Savings Schemes. It has been published as a general information service and does not take account of the investment objectives, financial situation and/or particular needs of any person. Before making any investment decision, you should review the product disclosure statement and take financial advice as to whether your intended action is appropriate in light of your particular investment objectives, financial situation and needs. None of the following entities or their related parties accept any responsibility for any inaccuracy: Mercer, New Zealand Defence Force, Trustees Executors Limited and Become Wealth Limited.

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