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| Member number: <Member Number> |
Dear [Member’s Name],
We hope this email finds you well. We are reaching out to you as a valued member of Mercer
FlexiSaver (Scheme).
Upon reviewing our records, we have noticed that you have not made any contributions to your
Mercer FlexiSaver account since joining the Scheme. Your account currently shows a balance of $0.
Also, we do not have Nature and Purpose details recorded for you, which are required in order for
Mercer to comply with Anti-Money Laundering (AML) regulations.
To ensure the accuracy and security of our records, we have initiated a process to close accounts
that have not received contributions and do not have Nature and Purpose details provided.
We understand that a number of circumstances may have prevented you from contributing
or updating your account information. Therefore, we would like to offer you an additional
opportunity to take action. |
| We kindly request that you contribute to your Mercer FlexiSaver account
and provide us with your Nature and Purpose details before 10 May 2024. |
| This will allow us to keep your account active and ensure compliance with the AML regulations. |
| 1 |
To contribute to your account, please go to your online banking, search for Mercer FlexiSaver as the organisation you wish to pay and follow your bank’s instructions. |
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| 2 |
To provide Nature and Purpose Details, click here. |
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If you require any assistance, including speaking with one of Mercer’s financial advisers, or have any questions regarding this request, please do not hesitate to reach out to us on 0508 637 237. You can also view more information about the Scheme, including the most recent Product Disclosure Statement and monthly performance reports, by visiting the www.mercerfinancialservices.co.nz website.
Please note that failure to contribute and provide your Nature and Purpose details within the specified timeframe will result in the closure of your Mercer FlexiSaver account on 15 May 2024. We strongly encourage you to take action to avoid any inconvenience.
If you want to close your Mercer FlexiSaver account, you don’t need to take any action. It will be automatically closed on 15 May 2024.
Thank you for your attention to this matter. We appreciate your cooperation in helping us maintain the integrity and compliance of Mercer FlexiSaver.
Best regards,
Mercer Team
mercerflexisaver@mercer.com
0508 637 237
www.mercerfinancialservices.co.nz |
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