Optus Novated Advantage Lease
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- Clarence Bond
- 5 years ago
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1 Important Information about your Novated Lease Application Complete and return the following to Completed Finance Application - forms attached below, including BMW/Alphera Privacy Form. Certified Copy of Driver s Licence - please read the Driver s Licence Certification. This is now a legal requirement. Confirmation of Income - most recent pay slip, contract/ letter of employment, payment summary (group certificate) and/or income tax return. You will be notified in approximately 24 hours of finance approval, including conditions and if applicable, outstanding documentation/ substantiation still required. *Please advise your consultant if you have any adverse credit issues such as outstanding defaults, paid defaults or bankruptcy as this will affect the financier with whom we place your application. You may be asked to provide further substantiation, including payment summary, loan statements or rates notices. Contact Details Title: Doctor Mr Mrs Ms Miss Other: Surname: Street Address: First Name: Postal address (if different to above): Time at address: Mobile: Work Telephone: ( ) Fax: ( ) Date of birth: / / Drivers Licence Number: Expiry date: / / Marital Status: Previous Address (if current less than 3 years): Number of Dependants: Time at address: Are you an Australian resident? Yes No Employment Details Employer: Job Title: Department: Time in Current Employment: Payroll ID number: Annual Base Salary: $ Salary Frequency: Monthly Fortnightly Weekly Previous Employment (if current less than 3 years): Job Title: Time at Previous Employer: Your Annual Salary Please supply a copy of your Payslip or Contract / Letter of Employment that indicates current salary. Attached
2 Account Holders Name: Bank: BSB: Please complete details below Total Purchase Price (including on-road costs): Year of Manufacture: Body Type (sedan/wagon etc): Current Odometer Reading: Car Dealership Name: Salesperson: Salesperson Telephone: Lease Term (months): Your Principal Bank account details (where reimbursement will be paid) Branch: Account Number: Vehicle Details (if known) Make & Model: Registration Number: Novated Lease Details Estimated Kilometres P.A: Annual Budgets (if blank, quoted figures will be used) Registration & CTP (CTP for NSW use only) Petrol & Oil Maintenance & Servicing Amount $ Payment Method Reimbursement Only Remunerator/AVC Maintenance Program (Shell Card & BP Card) Remunerator/AVC Maintenance Program (Shell Card & BP Card) Reimbursement Reimbursement Insurance Premium Remunerator Arranged Other Provider Name of Insurance Provider: Would you like an Insurance quotation from Remunerator s provider? Employee Declaration I wish to enter into a salary packaging agreement with Remunerator. I authorise and agree that: Optus Group of Companies (Optus Administration Pty Ltd and Alphawest Services Pty Ltd) may make deductions from my pay to fund this salary package. Payroll deductions will commence from my next available pay run. I have read, understood and accept the terms of the Salary Packaging Policy and Novated Lease Motor Vehicles details (as amended from time to time), including that; - All relevant costs and charges associated with entering into the salary package will be met by me. Where all deductions fall short of agreed per period values due to unforeseen circumstances, any arrears may be deducted from a later pay period as an extra catch-up adjustment. - On termination of my employment, Optus Group of Companies (Optus Administration Pty Ltd and Alphawest Services Pty Ltd) may withhold funds from my final pay until my salary packaging costs have been reconciled and paid. Signature: Print Name: Date:
3 Finance Details Liabilities Amount $ Assets Amount $ Owing on Residential House to Financier: Owing on Other / Investment properties: Owing to banks (personal loans etc): Credit Cards (outstanding balance): Hire Purchase / Lease with Financier Provider and Contract No. Other (provide details): Value of Residential House: Value of Other/Investment Properties: Other Investments(provide details): Furniture: Vehicles (type and age): Life Policy (surrender value): Aggregate Balance of All Bank Accounts: Other (provide details): Total Liabilities Total Assets Monthly Payment: Mortgage / Rent Payments Certification of your Drivers Licence Requirement of the Anti Money Laundering and Counter Terrorism Legislation. The legislation requires the Finance Company to be satisfied that the lessee is actually the person applying for finance. This is to be done by providing a copy of the licence that has been certified as a true copy by one of the Authorised Persons described below. In most cases, the first one on this list will be an employee of your company or organisation. To make this as simple as possible, complete the declaration below, have it certified by an Authorised Person and attach your Driver Licence and / or passport to it. I am (please select one) A member of the Institute of Chartered Accountants in Australia, CPA Australia or the National Institute of Accountants with 2 or more years of continuous membership; A finance company officer with 2 or more continuous years of service with one or more finance companies; An officer with 2 or more continuous years of service with one or more financial institutions; An officer with, or Authorised Representative of, a holder of an Australian Financial Services Licence, having 2 or more continuous years of service with one or more licensees; A person who is enrolled on the roll of the Supreme Court of a State or Territory, or the High Court of Australia, as a legal practitioner (however described); A Judge, Registrar or Deputy Registrar of a court; A Magistrate; A Chief Financial Officer of a Commonwealth court; A Justice of Peace; A notary public (for the purposes of the Statutory Declaration Regulations 1993); A Police Officer; An agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public; A permanent employee of the Australian Postal Corporation with 2 or more years of continuous service who is employed in an office supplying postal services to the public; An Australian Consular Officer or an Australian Diplomatic Officer.
4 To: BMW Australia Finance Ltd, trading as BMW Financial Services ABN Springvale Road, MULGRAVE, VIC Protection of information under the Privacy Act 1988 (Cth) ( the Act ) Acknowledgement and authority that credit information may be given to a credit reporting agency. I (being each applicant or guarantor named in this form as applicable) understand that Section 18E(8)(c) of the Act allows BMW Financial Services to give a credit reporting agency certain personal information about me which I authorise BMW Financial Services to do. The information which may be given to any such agency is covered by Section 18E(1) of the Act and includes: - Identity particulars as are permitted by the Privacy Commissioner s determination issued under Section 18E(3) of the Privacy Act. - The fact that I have applied for credit and the amount. - The fact that BMW Financial Services is a credit provider to me. - Payments which become overdue more than 60 days. - Advice that payments are no longer overdue. - Cheques drawn by me which BMW Financial Services has dishonoured more than once. - In specified circumstances, that in the opinion of BMW Financial Services I have committed a serious credit infringement. - That the credit provided to me by BMW Financial Services has been paid or otherwise discharged. Authority for BMW Financial Services to obtain credit information. To enable BMW Financial Services to assess my application for commercial or personal credit, or to assess any further or additional application for commercial or personal credit made by me, whether made formally or by the entry or proposed entry by me into a transaction that would require BMW Financial Services to advance or pay on my behalf an amount that together with other amounts advanced or paid by BMW Financial Services to me would exceed the amount of commercial or personal credit approved by BMW Financial Services. I authorise BMW Financial Services to: - obtain from a credit reporting agency a credit report containing personal information about me in relation to personal credit provided or to be provided by BMW Financial Services; - obtain from a credit reporting agency a credit report containing personal credit information about me in relation to commercial credit provided or to be provided by BMW Financial Services. This is in accordance with Section 18K(1)(b) of the Act; - obtain a report containing information about my commercial activities or commercial credit worthiness from a business which provides such information in relation to personal credit provided or to be provided by BMW Financial Services. This is in accordance with Section 18L(4) of the Act; and - obtain a report from a credit report agency and other information in relation to my commercial credit activities. Authority for BMW Financial Services to use a credit report for collecting overdue payments. If BMW Financial Services considers it relevant, I authorise it to obtain from a credit reporting agency a credit report containing personal information about me for the purpose of collecting overdue payments in respect of credit or commercial credit provided by me. This is in accordance with section 18K(1) of the Act. Authority to exchange information with other credit providers. In accordance with Section 18N(1)(b) of the Act, I authorise BMW Financial Services to give to and obtain from credit providers named in my credit application(s) and credit providers that may be named in a credit report issued by a credit reporting agency information about my credit arrangements. I understand this information can include any information about my credit worthiness, credit standing, credit history or credit capacity that credit providers are allowed to give to or receive from each other under the Act. I understand the information BMW Financial Services collects about me may be used for the following purposes: - To assess an application by me for credit. - To assist me avoid defaulting on my credit obligations (I understand that BMW Financial Services accepts no responsibility if I default on my credit obligations). - To notify other credit providers of a default by me. - To assess my credit worthiness. - To provide me with a high standard of service which may require sharing the information with other companies in the BMW Group as permitted by the Act including transferring the information overseas. - To provide information for the purpose of securitisation. - In relation to personal information which is not in or derived from a credit report, to communicate with me about the products and services offered by, BMW Australia Finance Ltd, BMW Group Australia and the BMW Group ( BMW ) and to perform market research to enhance customer service. This may involve disclosure to BMW s business partners and service providers (including mailing houses, motor vehicle and motor vehicle product importers, distributors, and the authorised motor vehicle dealer/broker I have authorised below) and to overseas companies who are part of the BMW Group. - For verification purposes and for any purpose or disclosure required or authorised by law. Bank opinions. I authorise BMW Financial Services to request & receive a banker s opinion for purposes connected with my business, trade or profession. Authority for BMW Financial Services to give information to guarantor/s. I authorise BMW Financial Services to give to the guarantor/s of personal or commercial credit provided to me by BMW Financial Services, personal information about my credit worthiness, credit standing, credit history or credit capacity relating to the credit facilities the subject of the guarantee/s provided by me (including information about the acceptance or rejection by BMW Financial Services of my application for the credit facilities) or for any purpose related to the enforcement or proposed enforcement of the guarantee/s and nominate the guarantor/s as my representative for the purpose of Section 18N(1)(ga) of the Act for the purpose of obtaining from BMW Financial Services information relevant to the credit facilities and the guarantee. I authorise BMW Financial Services to obtain personal information in relation to my employment, income (including taxable income), property, tenancy arrangements and my liabilities from any person named in my application for commercial or personal credit or from any person whose name has otherwise been provided tobmw Financial Services for these purpose. Authority for BMW Financial Services to give information to its Dealer/Broker who is authorised to act as my agent for this application for finance. I consent to BMW Financial Services providing to Remunerator Direct Pty Ltd any information about the acceptance or rejection of my application including: (a) details of any condition of approval; and (b) particulars of any notification or default disclosed on any credit information file provided, or any matter disclosed by any credit provider, to BMW Financial Services. My signature: I declare that my signature below evidences my stated undertaking, acknowledgement, authority, consent and agreement to all matters set out in this form. Name and address of: Applicants(s) Signatures: Date: If you have any privacy concerns, or wish to access your information, or you would like a copy of our Privacy Policy please contact us: The Privacy Officer, BMW Australia Finance Ltd. PO. Box 611, Mulgrave, VIC 3170 on [Tel: ] or [info@bmwfinance.com.au] or go to [
5 Motor Vehicle Insurance Policy Novated Lease Risk Management has contracted Vero to manage Optus novated lease vehicle Insurance claims from the 1st July All claims will be managed from their head office in Sydney. Policy Number CAS Policy The insurance vehicle policy includes: All vehicles are comprehensively insured. In the event of a total loss the Finance Termination Amount or Market Value whichever is higher or in the event of the vehicle being a total loss during the first twelve months, a replacement vehicle or the cost of a replacement vehicle, inclusive of accessories Car hire available for up to 3 weeks for every single accident Windscreens are considered a consumable A review of this policy including premiums will occur 1st August 2009 Accident Procedure In the event of an accident the following procedure should be followed Ring First Assist on to notify of accident. If vehicle needs to be repaired they will recommend an Optus nominated repairer. If a replacement vehicle is required please hire a vehicle through Hertz Rent a Car and quote the discount number CDP This is to be paid by corporate Amex. All correspondence relating to the accident is between Vero and the driver. Any correspondence received by the driver from any third party should be forwarded to Vero immediately. No correspondence is to be sent to the Optus Fleet, including vehicle Accident and Incident report forms. Vehicle Excess All driver at fault and unidentified third party accidents, will incur a maximum Pre Tax excess of $ The excess will be charged to the driver s novation fund. This process will occur every quarter and will be debited to your Novated lease account. Correspondence All correspondence is to be addressed to: Vero Claims Department Locked Bag 25 Australia Square NSW 1215 Vero phone (02) Vero fax (02) First Assist If you would like to change your Insurance coverage with Optus please contact: Remunerator on Optus Contact: Dhillon Singh Fleet Ops Mgr Ph
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