Savings application

• We will use your personal information, including relevant Sensitive data for:
  • Opening and administering your account
  • Contacting you where necessary
  • Fraud prevention and detection
  • Legal and regulatory compliance
  • Marketing and market research
  • General business purposes
• We may contact a licensed Credit reference agency to confirm your identity
• Where the savings account applied for is offset plus, we will disclose information to:
  • the offset mortgage account holder(s), and
  • any transferee(s)
    should the mortgage be subject to a transfer of equity (i.e. should the account holders on the mortgage change); and 
  • any guarantor(s).
  Disclosure will be limited to information necessary to manage the mortgage account. This may include:
  • savings account balance
  • significant withdrawals
  • account closure
  • total savings exceed the mortgage balance
  • total savings insufficient to support the payment due
  • a request to de-link the offset plus savings account.