Complete this form, print out and post to apply for a
Secured Term Investment and/or Capital Drawdown Investment

Investor details
Joint investor

Residential Address

Postal Address Same as residential

By entering your email address you consent to UDC sending you electronic communications in relation to your investment including disclosure statements. The consent may be withdrawn at any time by written notice to UDC.


Tax Details
  1. Withholding tax rate (please tick)

Please note if your IRD number and/or an election is not indicated your investment will be taxed at 33% p.a. If exempt from resident withholding tax, please attach a copy of a Certificate of Exemption. If applying for an Approved Issuer Levy, please complete the Approved Issuer Levy section and read the AIL conditions below. * Available for companies only ** Available for individuals and trustees only


Non-Resident Withholding Tax Rate/Approved Issuer Levy

Non-Resident address
(full overseas address must be provided if a non-resident tax rate or Approved Issuer Levy is required)

Please invest my/our funds as set out in this application, subject to the terms and conditions of the Trust Deed and the current Prospectus. I/We understand that UDC reserves the right to decline any application. Please read the AIL conditions below before signing the application form.

Application for deduction of cost of Approved Issuer Levy on non-resident income

By completing the Approved Issuer section above, the investor authorises UDC to deduct the cost of the Approved Issuer Levy (currently 2%) from all payments of non-resident income made to the investor on registered securities held in the investors name by UDC.

The investor authorises this deduction on the basis that Approved Issuer Levy will be paid by UDC to the Commissioner of Inland Revenue, as provided for in New Zealand law, in respect of the non-resident income payment from which the deduction has been made.

The authorisation may be revoked by the investor at any time by notice in writing which is received by UDC at the address below ten (10) or more days prior to a payment of non-resident income at which time UDC will deduct any applicable withholding taxes from future payments.


Investment instructions (please select which products you would like to invest in) Please select investment type:
Secured Term Investment
  1.  % per annum
  2. *Applicable interest rates can be obtained from UDC's website www.udc.co.nz or by calling toll free on 0800 652 832.
    For Secured Term investments, special rates may apply for larger deposit amounts and the interest rate is fixed for the term of your investment.
  3. Term
Capital Drawdown Term Investment
  1.  % per annum
  2. *Applicable interest rates can be obtained from UDC's website www.udc.co.nz or by calling toll free on 0800 652 832.
    For Secured Term investments, special rates may apply for larger deposit amounts and the interest rate is fixed for the term of your investment.
  3. Term
  4. With payments
    to be made by
    direct credit
  5. (no sooner than one month after investment date)

Maturity options (please select preferred option)
  1.  
  2. I/We wish for my/our investment to be automatically renewed on maturity for the same term, at the applicable interest rate. In choosing the automatic renewal option, I/we understand that I/we may alter my/our instructions without penalty with 14 days of the reinvestment date.
  3.  
  4. Please send me/us notification just prior to maturity advising reinvestment and/or repayment options and applicable interest rates. I/We understand that if this option is chosen and instructions are not received by UDC by the maturity date, my/our investment will be held at the applicable 'on demand' rate as set out in the Investment Statement.

Bank account instructions
(please enter the detail of the nominated bank account into which all payments are to be made)

Direct debit authority
  1. Click here to download a Direct Debit authority form, then print, complete and enclose it with your application.

I have read the Investment Statement