Documents and Forms

• Application for Heartland Account - Individuals
• Application for Heartland Account - Companies, Trusts and Organisations
• Application for Cash and Term PIE Fund - Individuals
• Application for Cash and Term PIE Fund - Organisations
• Application for Internet Banking Access / Change of Limits

• Acceptable Forms of Identification and Address Verification
• Direct Debit Authority Form
• Automatic Payment Authority Form
• Bill Payment Authority Form
• Schedule of Additional Authorised People Form
• Individual Tax Residency Self-Certification Form
• Non-resident Withholding Tax Approved Issue Levy (AIL)

• Heartland QFE Group - Disclosure Statement
• Disclosure Statement – 31 December 2018
• Disclosure Statement – 30 June 2018
• Quarterly results and investor update - 31 March 2018
• Disclosure Statement - 31 December 2017
• Disclosure Statement - 30 September 2017
• Disclosure Statement – 30 June 2017
• Disclosure Statement – 31 March 2017
• Disclosure Statement – 31 December 2016
• Disclosure Statement - 30 September 2016
• Disclosure Statement - 30 June 2016
• Disclosure Statement - 31 March 2016
• Disclosure Statement - 31 December 2015
• Disclosure Statement - 30 September 2015
• Disclosure Statement - 30 June 2015
• Disclosure Statement - 31 March 2015
• Disclosure Statement - 31 December 2014
• Disclosure Statement - 30 September 2014
• Disclosure Statement - 30 June 2014
• Disclosure Statement - 31 March 2014
• Disclosure Statement - 31 December 2013
• Disclosure Statement - 30 September 2013
• Disclosure Statement - 30 June 2013
• Disclosure Statement - 31 March 2013
• Disclosure Statement - 31 December 2012
• Disclosure Statement - 30 June 2012

More reports, results, and presentations can be found on our Shareholders website.

• Term Deposits Product Fact Sheet
• Savings Accounts Product Fact Sheet
• Heartland Direct Call Account Brochure
• Cash and Term PIE Fund Product Fact Sheet
• Account and Service Fee Guide
• Account and Service General Terms and Conditions

• Application for Internet Banking Access / Change of Limits
• Internet Banking Frequently Asked Questions
• Internet Banking Help and Support
• Online Services Terms of Use

• Livestock Finance - Application
• Livestock Finance - Standard Conditions

• Capital Livestock Finance Flyer
• Term Loans Flyer
• Plant and Machinery Finance Flyer
• Seasonal Finance Flyer
• Farm Transition Loan Brochure
• Farm Transition Loan Terms

• Heartland's PGG Wrightson Store Account - Application
• Heartland's PGG Wrightson Store Account - Standard Conditions
• PGG Wrightson Flexistock - Flyer
• PGG Wrightson Flexistock - Application
• PGG Wrightson Flexistock - Standard Conditions

• Heartland Cash and Term PIE Fund Financial Statements - 30 June 2017
• Heartland Cash and Term PIE Fund Financial Statements - 30 June 2016
• Heartland Cash and Term PIE Fund Financial Statements - 30 June 2015
• Heartland Cash and Term PIE Fund Financial Statements - 30 June 2014
• Heartland Cash and Term PIE Fund Financial Statements - 30 June 2013
• Heartland PIE Fund Financial Statements - 30 June 2012
• Heartland PIE Funds Trust Deed - 1 December 2014

• Heartland QFE Group - Disclosure Statement

• Loan details
• Mortgage Memorandum

• Heartland Bank Limited Memorandum of Mortgage 2013/4311

• Supplemental Deed Poll relating to series 2 - 29 March 2019
• Deed poll relating to issues of notes by Heartland Bank - 18 August 2017