New Generate Funds Feedback Survey Terms & Conditions

1. To enter a person must (as an Entrant) complete the New Generate Funds Feedback Survey. The prize is provided by Generate Investment Holdings Limited, PO Box 91609, Victoria Street West, Auckland 1142, New Zealand (the Promoter). Each entrant can only enter once in the promotion prize draw. 
2. To be eligible all entries must be received by the Promoter between 00:01 hours 12.12.2024 and 17.00 hours 19.12.2024.
3. Entry is open to all New Zealand Financial Advisers, Nominated Representatives and Investment Adviser Leaders, except for employees or their direct families of Generate Investment Holdings Limited, PO Box 91609, Victoria Street West, Auckland 1142.

THE DRAW AND THE PRIZE

4. The New Generate Funds Feedback Survey prize draw will be made on or about 20.12.2024. The prize winner will be contacted by phone on the contact details provided on the New Generate Funds Feedback Feedback Survey.

5. There is only one prize winner to be drawn. The prize winner will win a chocolate hamper valued at $50.

6. All completed New Generate Funds Feedback Surveys will be automatically treated as valid entries and will be entered into the New Generate Funds Feedback Survey prize draw. All entries will be deemed to have been received at the time of the completion of the survey.

7. If a winner cannot be contacted within 2 working days using the contact information provided in the draw entry, the prize will be declared null and void. If a prize is declared null and void the
Promoter will have the sole and absolute discretion to draw the prize again and award the prize to a new winner.

TERMS AND CONDITIONS OF ENTRY

8. Completion of the New Generate Funds Feedback Survey and entry into this prize draw is deemed acceptance of these terms and conditions. If a winner does not accept these terms and conditions the prize will be forfeited.

9. The Promoter reserves the right to extend, postpone, or cancel the competition and to update the terms and conditions, and the prize without notice and for whatever reason.

10. All entries become the property of the Promoter. Entry into the promotion constitutes consent by the Entrant to the Promoter to use the entrant’s personal information for the purposes of the Promoter (or its advisers or agents) contacting the Entrant to discuss the Generate KiwiSaver Scheme and/or the Generate Unit Trust (Managed Funds) Scheme (each a 'Scheme' and together the 'Schemes'), and for any administrative and promotional purposes connected with the prize draw (and the Entrant waives any claims to royalty, right or remuneration for such use). The entrant may be contacted by phone, email or SMS. Any reply to an SMS will be charged at the entrant’s standard Network provider’s rate. All entrants’ personal information will be held in accordance with the Privacy Act 2020 by the Promoter (Level 9, Jarden House, 21 Queen Street, Auckland 1010) and the Promoter’s Privacy Statement at Generate Privacy Statement. Any requests to access, update or correct any information should be directed to the Promoter using the contact details available on the website www.generatekiwisaver.co.nz. Where the Promoter shares entrant’s personal information with its independent third party advisers for the purposes of the adviser contacting the entrant to discuss the Scheme, the third party adviser may also discuss other third party products and services with the entrant which are not affiliated with or endorsed by the Promoter. Any use of an entrant’s personal information by a third party adviser for purposes other than discussing the Scheme on behalf of the Promoter may be required by law to disclose the personal information you provide. The Promoter will only disclose the information if it believes on reasonable grounds that it is required to do so.

11. In relation to any aspect of the promotion the Promoter’s decision is final and binding on every
person who enters, and no correspondence will be entered into.

12. The Promoter reserves the right to require the prize winner to sign a declaration confirming their eligibility to accept the prize and to verify their identity.

13. The winner will be selected randomly by the Promoter.

14. The Prize is not transferable and not redeemable for cash.

15. The Promoter will be responsible for delivery of prize.

16. The Promoter, Public Trust (as Trustee of the Scheme) and their respective associated agencies, companies and employees, and the Scheme shall not be liable in any way (including, without limitation, indirect or consequential loss) or for any loss or damage or personal injury suffered or sustained by any person directly or indirectly arising out of or in connection with this promotion, except for any liability which cannot be excluded by law. The Promoter is not liable for any tax implications that may result from winning a prize package. The prizes are being provided by Generate Investment Holdings Limited and not the Generate KiwiSaver Scheme nor Public Trust.

17. Nothing in condition 16 is intended to exclude, restrict, or modify the winners’ rights under the Consumer Guarantees Act 1993.

A copy of the Generate KiwiSaver Scheme Product Disclosure Statement and FAP Disclosure Statement can be found at www.generatekiwisaver.co.nz.

The issuer is Generate Investment Management Ltd.