Application process for opening a secured term deposit.

How to invest in a Term Deposit

It’s easy to invest with us, just follow these simple steps:

Step 1. Before you get started, read the Product Disclosure Statement.

Step 2. Choose the investment rate and term that is right for you.

Step 3. Decide on an interest payment option to suit your needs. This can be:

paid quarterly for regular income; or
compounded quarterly where interest each quarter is capitalised.

Step 4. Complete and sign the Application Form and email this, along with a bank statement from your nominated bank account to invest@libfin.co.nz.

Step 5. If this is your first time investing with us, a text will be sent to the mobile number provided on your application form asking you to verify your NZ Driver License or NZ Passport.

If you do not have a NZ Driver License or NZ Passport, please download the Certificate of Identity and have an authorised person verify your identity instead. You can email the completed certificate to invest@libfin.co.nz.

Step 6. You’re ready to invest! Transfer your funds to Liberty Financial Limited (BNZ account 02-0100-0622608-002) and be sure to include your surname and initials as the reference.

If you would like to make your payment via cheque, please make this payable to Liberty Financial Limited.

You can mail the cheque or your application forms to us at:

Investment Services
Liberty Financial Limited
PO Box 4295,
Shortland Street
Auckland 1140

When we have processed your application we will send you a letter of acknowledgement showing details of your investment.

If you have any questions please see our FAQ section or contact us on 0800 003 391. Our office is open Monday to Friday between 8.30 am and 5.00 pm.

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By downloading this Financial Statement, you agree to a Liberty Financial Limited team member contacting you.

Approved applicants only. Lending criteria apply. Fees and charges payable. Copyright © 2018 All rights reserved | Liberty Financial is a registered trademark.