4 Azeez Karaole Street, Orepthal Bustop, Igando Road, Lagos.

t: 08118048834, 08095916950
e: info@zuledng.com, w: zuledng.com

INVESTMENT DEPOSIT
APPLICATION
* Indicates that providing this information is mandatory. Not doing so may delay the processing of your request.
✗
When completing this form, please ensure you use all capital letters eg: and check boxes with a cross eg:

Important Prefer to apply online?

information You can also apply for an Investment deposit and view available rates through Zuledng.com.

• Investment deposit applications received before 4pm (Lagos time) on

any business day will receive the interest rate effective the following
business day.
• The unit prices of the following business day will be applied to your
Investment deposit provided there is no previously submitted change of
investment options or Investment deposit application pending.
• The Investment deposit interest rates are available at Zuledng.com and
are subject to change without notice. Once you apply, it cannot be
cancelled and request to change investment options will not be effective
until your Investment deposit application has been processed.
• On maturity, the funds in your Investment deposit will be transferred to
the Cash account provided. This process can take up to three business
days to complete. If you wish to apply for another Investment deposit,
you will have to do so by completing a new Investment deposit
application form or by applying online.
• Please complete all details in BLOCK letters. If you have any questions,
please call our Member Centre on numbers above.

Read Zuled’s Read this Carefully.

privacy By proceeding, you are agreeing to the terms stated therein and is considered an agreement to:
information

• The Privacy Act 1988 (Cwlth) governs the proper handling of personal
information including how an organisation collects, uses, discloses and
stores personal information.
• You should have received information on how Zuled handles personal
information, either in your relevant PDS or in Privacy brochure (personal
information).
• If you have not received this information or would like another copy sent
to you, please call our Member Centre.

Please turn over

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 Daytime phone number*
Mobile number

Date of birth* Gender Male Female

Email

By providing your email address you are agreeing to receive

communications from Zuled via email, or via Zuledng.com.
You can change or further customise how you receive your communications
from Zuled at any time by logging into Zuledng.com or calling the Member
Centre. Some correspondence cannot be sent electronically so you may still
receive some communications from Zuled in the post.
Providing a personal email address rather than a work email address
ensures we can contact you even if you change employers.

Step 2: To commence an Investment deposit, you must have a minimum balance of

Select a
Investment N15,000 invested in your account (excluding Investment deposits) and you
deposit/s must retain the greater of N10,000 or 10% of your account balance. If you
would like to apply for more than one Investment deposit of the same term
you will need to complete a separate form for each one. Select the duration
and indicate the amount of each Investment deposit.
Term Amount

3 month Tenure N ,
,
(Minimum N5,000 each if selected)
N
6 month Tenure ,
,
N
9 month Tenure ,
,
N

12 month Tenure ,
,
N
Total Amount ,
,

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 Step 4: Before you proceed, you must read privacy information in Step 3 and this
Sign this form declaration carefully.
I declare that I have read and understood the information on this form and
in the relevant Member Guide. By this I mean,
I understand:
that, as early redemption of the Investment deposit is likely to result in a
significant reduction in the total value of the Investment deposit, the
Investment deposit is considered an `illiquid’ investment.
• that early termination of an Investment deposit before its maturity date will
only be allowed, subject to Trustee discretion, if I request a full payment or
rollover and the Investment deposit needs to be redeemed early in order
to process the payment. Zuled retains the right to not allow an Investment
deposit to be terminated early.
• that an Investment deposit is an illiquid investment and that Zuled will
generally not be able to rollover or transfer my withdrawal benefit (in full)
to another fund, if requested, within the three day period ordinarily
required under superannuation legislation. Instead, any Investment
deposit investment options minus N20,000 (to cover the administration
fee, account-keeping fee and insurance premium, if applicable) will be
transferred to another fund nominated within the three day period required
under superannuation legislation.
• that the maturity date of an Investment deposit may not be an exact
number of months after the start date, due to the incidence of weekends
and any public holidays during the term.
• that the portion of my account balance which is not transferred to
Investment deposits should remain invested in the investment option/s in
which it is currently invested and that my future contributions, if applicable,
continue to be applied to the investment option/s (and in such proportions)
my contributions are currently deposited into until such time that I make a
new nomination regarding my investment options.
• when I decide to invest in Investment deposits, Zuled acquires the
Investment deposits from Investment deposit Issuers, being Authorised
Deposit-taking Institutions (ADIs) such as banks. There are no direct costs
associated with investing in the Investment deposit and no additional
costs will be payable in respect of the Investment deposit after it is
acquired except in the event of early redemption when an early
redemption penalty may apply. Zuled’s fees and other costs as disclosed
in the relevant product disclosure statements continue to apply.
• tax and an operational risk reserve amount (if applicable) is included in the
calculation of unit prices and the maturity proceeds of a Investment
deposit where applicable. This is not deducted directly from your account.
• that if I want any further information on any amounts that may be payable
in respect of the Investment deposit after it has been acquired, I can
contact our Member Centre.

Signature Date

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 Step 5: Send your completed form to:
Send your form Zuled MCPS, 4 Azeez Karaole Street,
to Zuled Orepthal Bustop Igando Road, Lagos.

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