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Everyday Accounts
Life Saver Account
Term Investments
Compliance
100

Can the minimum amount deposited to your Ultimate Access be from an internal (GB) transfer?

No, it needs to come from external sources.

100
What age do you have to be to open a Life Saver?

Under 25 years old

100

Minimum opening amount required for Term investment?

$1000.00

100

What is the cash limit in your main drawer?

$4000.00

200

What is the minimum deposit amount per month required for Ultimate Access account

$2000

200
Is there any benefit in linking a l/saver to an Access account?

Access can potentially be a fee free account (providing L/saver balance is growing).

200

What is the frequency that interest is paid on a Term Investment?

Monthly, six monthly or at Maturity

200

What is the cash limit in your drop safe?

$10,000.00

300

What are the three main everyday accounts?

Access, Ultimate Access & Retirement Plus

300

What is needed to earn interest on L/Saver

Balance needs to grow

300

What length of time are terms available in?

From one month to 5 years

300

Where is our meeting point if we need to evacuate?

The Aussie pub
400
At what age can we offer a Retirement Plus account?

55 years

400
Can a life saver account continue to be used once customers are over 25years old

Yes

400

On a term that is paid monthly, can the interest go back in to the term each month.

No, it needs to be transferred to another account.

400
What do you need to do before leaving your terminal?

Lock screen.

500

What is the frequency that interest is paid on an Ultimate Access

No interest on an Ultimate Access

500

What is the interest frequency for life saver?

Calculated daily, paid monthly

500

How many days, from Term Maturity, are you allowed to make changes.

10 days