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Relevant Downloads

Savings Brochure

Investment Statement

Investment Adviser Disclosure Statements

PIE Brochure

 


Term Investments

Big or small , we'll help you achieve your investment goals.

Interest payment options range from fortnightly to on maturity.

Compounding options are either six monthly or maturity.

We contact you prior to maturity to discuss your requirements.

If you are reinvesting, the interest can be compounded, paid into your Instant Access Account or trading bank account.

Term Investment Rates:

Interest rates for our Term Investments are effective from 21 November 2008 with a minimum deposit of $5,000.00.
Term: Current Interest Rates:    
• 2 months
7.00% p.a.
• 3 up to 12 months
6.75% p.a.
• 13 to 24 months
6.25% p.a.
 
 
A Prospectus and Disclosure Statement are available on request, free of charge.


PIE (Portfolio Investment Entity)

Investing in a PIE will provide some investors with a significant benefit over holding assets or investments directly.

Like a term deposit, cash invested in the HBS PIE earns a rate of return set in advance

The fund manager is responsible for paying all fees and costs associated with the administration and compliance of the HBS PIE.

You can invest by making a lump sum investment and/or by making regular contributions.

To find out what the performance of the Lifestages Deposit Portfolio has been you can call HBS, visit one of our branches or click here.

For a copy of our brochure with more information, please see the coloured bar to the right.

 
 
The manager of the HBS PIE is FANZ (Funds Administration New Zealand Ltd). FANZ is a subsidiary of Southland Building Society (SBS) and has been in operation since 2002. FANZ currently has over $250 million in funds under management.
The principal and returns of the Lifestages Deposit Portfolio are not guaranteed or secured in any way by FANZ, SBS, HBS, Trustees Executors Limited, their Directors nor any other person. Units do not represent deposits of any memebr of HBS and are subject to investment risk, including the possible delays in repayment and loss of income and principal invested.
HBS is a registered Building Society, not a registered bank or a finance company.
Copyright © 2008 HBS Building Society