Introducer Application Pack - Westpac

1 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. PFI001P 0523 Page 1 of 16 Introducer Application Pack Please complete ALL sections of the Application in BLOCK letters Track your applications online via Introducer Net site: Broker Processing Unit phone number: 1300 130 928 Attach your signed Application and supporting documents to ApplyOnline and submit for the Westpac Broker Partnership Unit to lodged electronically: You DO NOT need to send pages 2 to 13 Place Lender ID below Applicant detailsSurnameBDM detailsBusiness Development Manager s nameIntroducer details (all fields mandatory) Introducer IDEmail addressMobile numberPhone number( )Fax number( )Company/Aggregator:NameNominated branch for document name/BSB number (Note: if applicable) Introducer Net details branches staffed with Banking Services Representatives, which are to be utilised for documentation signing. / / / /Financial clause expiry dateEstimated settlement dateDatesCustomer is customer s contribution coming from?

2 Savings/Bank Account Sale of existing property Equity in existing property Other describe: Packages Premier Advantage Package Other: Other XRO (Priority Refinance)Solicitor/Conveyancer detailsName:Address:Postcode:Phone no:Email:PACKAGE/PROMOTION: Premier Advantage Package Other (describe) Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. PFI001P 0523 Page 2 of 16If submitting electronically you DO NOT need to send pages 2 to 13 You have entered the following Application structure. Please check common to all loans described below: LOAN PRODUCTS: Loan 1: Product Name: Loan Purpose: Amount: Payment Type: Loan Term (years): IO Term (years): Fixed Rate Term (years): Loan 2:Product Name: Loan Purpose: Amount: Payment Type: Loan Term (years): IO Term (years): Fixed Rate Term (years): Loan 3:Product Name: Loan Purpose: Amount: Payment Type: Loan Term (years): IO Term (years): Fixed Rate Term (years): SECURITIES All above products are collaterally secured by the following properties: NOTE: If you are refinancing an existing loan, you must consider the costs of doing this including any exit and break costs.

3 It is important you take this into account when applying for your loan(s). Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. PFI001P 0523 Page 3 of 16 Office Use OnlyZ details Person 1 Title (eg Mr, Ms) Family name First name Middle name(s) Date of birth Gender Driver s licence / M F Marital status Single Married Defacto Separated Divorced WidowedNo. & age of dependants, excluding spouseExisting If Yes: Provide any customer? for how long? BSB/account no. No Ye s My current residential address is:PostcodeCountry (if not Australia)Date moved there (specify month and year) /My current residential status is: Home has mortgage Rent/Board Own home Live with parents/relativesFirst home buyer? Yes NoResident of (if not Australia) Home phone number Mobile phone number ( ) Postal address (leave blank if the same as your residential address)PostcodeCountry (if not Australia)Personal details Person 2 Guarantors must use Application from Introducer Net (Forms Section)Title (eg Mr, Ms) Family name First name Middle name(s) Date of birth Gender Driver s licence / M F Marital status Single Married Defacto Separated Divorced WidowedNo.

4 & age of dependants, excluding spouseExisting If Yes: Provide any customer? for how long? BSB/account no. No Ye s My current residential address is:PostcodeCountry (if not Australia)Date moved there (specify month and year) /My current residential status is: Home has mortgage Rent/Board Own home Live with parents/relativesFirst home buyer? Yes NoResident of (if not Australia) Home phone number Mobile phone number ( ) Postal address (leave blank if the same as your residential address)PostcodeCountry (if not Australia)If submitting electronically you DO NOT need to send pages 2 to 13 Loan ApplicationFor Home Loans and Investment Property Loans for residential and consumer purposes only ( excluding predominant business purposes).Before you sign this form, please read the Acknowledgements and Consents of this form. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. PFI001P 0523 Page 4 of 16If submitting electronically you DO NOT need to send pages 2 to 13To be completed by Persons 1 & 2 Personal details Person 1 (continued)Previous residential address (complete if you have been at your current address for less than 3 years full 3 year history required)PostcodeCountry (if not Australia)Date moved thereFrom / /To / /Previous residential status is: Home has mortgage Rent/Board Own home Live with parents/relativesEmployer/Accountant details Person 1 Full name of Person 1 Employment details Person details of your main job only.

5 Attach details of additional title of my job is: Self employed? Yes No My employment is: Full-time Part-time Temporary Casual Unemployed Social Security Recipient Student Home duties Family business Retired Other Employer s nameEmployer s addressPostcodeCountry (if not Australia)Contact name Contact number ( )Work phone number Time at current employment ( ) From / /Accountant s details Person s name (leave blank if you do not have an accountant)Accountant s addressPostcodeCountry (if not Australia)Accountant s phone number Accountant s fax number ( ) ( )Personal details Person 2 (continued)Previous residential address (complete if you have been at your current address for less than 3 years full 3 year history required)PostcodeCountry (if not Australia)Date moved thereFrom / /To / /Previous residential status is: Home has mortgage Rent/Board Own home Live with parents/relativesEmployer/Accountant details Person 2 Full name of Person 2 Employment details Person details of your main job only.

6 Attach details of additional title of my job is: Self employed? Yes No My employment is: Full-time Part-time Temporary Casual Unemployed Social Security Recipient Student Home duties Family business Retired Other Employer s nameEmployer s addressPostcodeCountry (if not Australia)Contact name Contact number ( )Work phone number Time at current employment ( ) From / /Accountant s details Person s name (leave blank if you do not have an accountant)Accountant s addressPostcodeCountry (if not Australia)Accountant s phone number Accountant s fax number ( ) ( ) Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. PFI001P 0523 Page 5 of 16If submitting electronically you DO NOT need to send pages 2 to 13$Assessable Income (Before tax)Gross Annual Income.(If self-employed, transfer figure from Self-Employed Worksheet)My monthly income. (money you receive)$ per monthWage or salary AFTER tax$Social security specify type:$Private pension$Interest income$Other income specify type: ( Bonus Director s Fees, Dividends etc)$continued over pageMy monthly income.

7 (money you receive)$ per monthWage or salary AFTER tax$Social security specify type:$Private pension$Interest income$Other income specify type: ( Bonus Director s Fees, Dividends etc)$continued over pagePrevious employment details Person 1 Complete if you have worked for your current employer for less than 3 years. Give details of your main job only. FULL 3 YEARS HISTORY of previous employment must be job title Self employed? Yes No My previous employment was: Full-time Part-time Temporary Casual Unemployed Social Security Recipient Student Home duties Family business Retired Other Previous employer s namePrevious employer s addressPostcodeCountry (if not Australia)Date moved thereFrom / / To / /Current income details Person 1 Previous employment details Person 2 Complete if you have worked for your current employer for less than 3 years. Give details of your main job only. FULL 3 YEARS HISTORY of previous employment must be job title Self employed?

8 Yes No My previous employment was: Full-time Part-time Temporary Casual Unemployed Social Security Recipient Student Home duties Family business Retired Other Previous employer s namePrevious employer s addressPostcodeCountry (if not Australia)Date moved thereFrom / / To / /Current income details Person 2$Assessable Income (Before tax)Gross Annual Income.(If self-employed, transfer figure from Self-Employed Worksheet) Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. PFI001P 0523 Page 6 of 16If submitting electronically you DO NOT need to send pages 2 to 13 Current income details Person 2 (continued)My monthly expenses*(money you spend do not include loan repayments)$ per monthRent/Board (which you will continue to pay after drawing this loan)$Child Maintenance/Alimony$Owner Occupied Primary Residence Land Tax, Body Corp & Strata Fees ( land tax, body corporate and strata fees on owner-occupied principal place of residence (excluding investment properties, secondary residences, and properties maintained for other purposes such as holiday properties or residences maintained for parents or children))$Reason for $ expenseSecondary Residence/Holiday Home Costs (Including Insurance) ( costs associated with any secondary residences, either rented or owned for non-investment purposes, such as a holiday property that is not rented to generate income, or a property that family members (parents or children))

9 Are allowed to live in rent-free. Includes rates , taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and other household costs for fixtures and fittings.)$Reason for $ expenseInvestment Property Costs (Including Insurance) ( housing and property expenses on investment property including rates , taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and household costs for fixtures and fittings)$Reason for $ expenseClothing/Personal Care ( clothing , footwear , cosmetics, personal care)$Reason for $ expenseGroceries ( typical supermarket shop for groceries including food and toiletries)$Reason for $ expenseMedical/Health (Excluding Health Insurance) ( medical and health costs including doctor, dental, optical and pharmaceutical etc. (excluding health insurance which is categorised under Insurance (Life, Health, Sickness and Personal Accident) ))$Reason for $ expenseCurrent income details Person 1 (continued)My monthly expenses*(money you spend do not include loan repayments)$ per monthRent/Board (which you will continue to pay after drawing this loan)$Child Maintenance/Alimony$Owner Occupied Primary Residence Land Tax, Body Corp & Strata Fees ( land tax, body corporate and strata fees on owner-occupied principal place of residence (excluding investment properties, secondary residences, and properties maintained for other purposes such as holiday properties or residences maintained for parents or children))$Reason for $ expenseSecondary Residence/Holiday Home Costs (Including Insurance)

10 ( costs associated with any secondary residences, either rented or owned for non-investment purposes, such as a holiday property that is not rented to generate income, or a property that family members (parents or children) are allowed to live in rent-free. Includes rates , taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and other household costs for fixtures and fittings.)$Reason for $ expenseInvestment Property Costs (Including Insurance) ( housing and property expenses on investment property including rates , taxes, levies, body corporate and strata fees, repairs and maintenance, insurance (building, contents etc), all other utilities and household costs for fixtures and fittings)$Reason for $ expenseClothing/Personal Care ( clothing , footwear , cosmetics, personal care)$Reason for $ expenseGroceries ( typical supermarket shop for groceries including food and toiletries)$Reason for $ expenseMedical/Health (Excluding Health Insurance) ( medical and health costs including doctor, dental, optical and pharmaceutical etc.)