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Terms & Conditions: Explore Your Future & Win Promotion

Terms & Conditions

Eligibility

  • The promotion is open to eligible SBS Wealth clients who hold an SBS Wealth KiwiSaver Scheme account and/or SBS Wealth Investment Fund account.
  • Employees of SBS Wealth and their immediate family members are not eligible to enter.

How to Enter

  • Simply log in to the SBS Wealth Portal during the relevant calendar month.
  • Eligible clients will automatically receive one entry into that month's draw.
  • Multiple logins within the same month will not result in additional entries.

The Prize

  • One winner will be drawn each month.
  • The prize is a $5,000 investment boost.
  • The prize is not transferable, exchangeable, or redeemable for cash.
  • The prize will be applied as:
    • $2,500 to the winner's SBS Wealth KiwiSaver account.
    • $2,500 to the winner's SBS Wealth Investment Fund account.

Winner Selection

  • Winners will be selected at random from all eligible entries received during the relevant month.
  • Winners will be contacted using the details held on their SBS Wealth account.

Important Information

  • SBS Wealth reserves the right to verify eligibility before awarding a prize.
  • SBS Wealth reserves the right to amend, suspend, or withdraw the promotion at any time.
  • By participating in the promotion, entrants agree to these Terms and Conditions.
  • SBS Wealth's decision on all aspects of the promotion is final.

Privacy

  • By accepting a prize, winners agree that SBS Wealth may use their first name and general location for promotional purposes, unless otherwise agreed.
Questions?

If you have any questions about the promotion, please contact the SBS Wealth team on 0800 727 935 or contact@sbswealth.co.nz.

Disclaimer

SBS Wealth Limited ("SBS Wealth") is a wholly owned subsidiary of Southland Building Society, operating as "SBS Bank" and is the issuer and manager of the SBS Wealth KiwiSaver Scheme and SBS Wealth Investment Funds (collectively "the Funds"). SBS Wealth is also the provider of the SBS Wealth Portfolio Service (DIMS). SBS Wealth is a Class 2 Financial Advice Provider. Before investing, we recommend you obtain personalised financial advice. Past performance is not an indicator for future returns. A copy of our Financial Advice Provider Disclosure Statement and Product Disclosure Statement is available at www.sbswealth.co.nz. 

 

Investments in financial products and services recommended by SBS Wealth do not represent deposits or other liabilities of SBS Wealth Limited (“SBS Wealth”) or its parent SBS Bank (or any other member of the SBS Bank group) and are subject to investment risk. The investment risk includes possible delays in repayment and loss of income or contributions invested. Historical returns are no guarantee of future performance. The principal and returns of the financial products and services recommended by SBS Wealth (including their capital value and performance) are not guaranteed or secured in any way by SBS Wealth or by its parent SBS Bank (or any other member of the SBS Bank group), the Government, or any other person.