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Terms and Conditions: Perpetual Mortgage Fund Free Will Offer

To qualify for the free Will offer you must fulfil the following criteria:

  • Appoint the promoter* as executor of their Will; and
  • Return the executed Will (signed and witnessed), to Perpetual Guardian within 1 month of the first draft Will being provided.

The offer includes one free Will per person who must be at least 18 years old. The will maker and their immediate family are eligible for this promotion.

The offer of a free one-year WILLplus subscription starts on the date the signed Will is received by the promoter – thereafter standard fees apply.

You confirm that all information you provide to the promoter is accurate and correct to the best of your knowledge.

You acknowledge that your Will is to be prepared from the information you have provided.

The decision whether your Will qualifies under the offer is at the complete discretion of the promoter.

While the promoter will endeavour to provide your Will as soon as possible – no specific time-frames can be guaranteed.

All information that the promoter holds in relation to you and your Will is to be held in accordance with the Privacy Act 1993 (or the privacy statement of the Promoter). To the extent permitted by law, the promoter is not liable for any loss suffered or sustained, to any person including, but not limited to, consequential (including economic) loss by reason of any act or omission, deliberate or negligent, by the promoter, or its servants or agents, in connection with the offer.

The offer is not transferable, refundable or redeemable for cash.

This offer is not available in conjunction with any other offer from the promoter.

For consultant assisted Will instructions, the promoter reserves the right to decide whether your situation is a simple or complex Will – a complex Will may incur disbursements (third party charges) but these will not be charged before consultation with you and with your agreement.

The offer is for a Will and WIILplus – it does not extend to any other services provided by the promoter.

The promoter reserves the right to change the terms and conditions at any time without notice.

Entry into this offer implies full acceptance of all terms and conditions of the offer.

*The promoter of this offer is Perpetual Guardian – a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited.

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Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.