General Terms and Conditions

General Terms and Conditions (including our Privacy Statement in Section 12) - effective 26 May 2023 > Download PDF

Website Terms of Use > Download PDF

I.D and Address Verification Requirements

Identification and Address Verification Requirements (individual) > Download PDF

Identification and Address Verification Requirements (organisations not-for-profit) > Download PDF

Company Identification Requirements > Download PDF

Partnerships Identification Requirements > Download PDF

Trust Identification Requirements > Download PDF

Children's Identification Requirements > Download PDF

SBS Verify Privacy Policy - effective 26 June 2024 > Download PDF


AEOI and CRS foreign tax residency information

AEOI - Your Obligations - IRD Introduction > View Page

New Zealand IRD Tax Residency > View Page

Foreign Tax Certification Form Organisations > Download PDF

Foreign Tax Certification Form Personal > Download PDF


Lending Standard Contract Terms 

Reverse Equity Mortgages

SBS Unwind Loan Terms and Conditions > Download PDF

SBS Unwind Loan Schedule > Download PDF

Standard contract terms SBS Advance Term Loan > Download PDF

Memorandum of Mortgage > Download PDF 

All Other Mortgage Lending

Flexi Loan Schedule > Download PDF 

Term Loan Schedule > Download PDF

Loan Terms and Conditions > Download PDF 

Memorandum of Mortgage > Download PDF


Everyday Banking Terms and Conditions

Debit MasterCard® Terms and Conditions (Effective 18 April 2024) > Download PDF

Debit MasterCard® ID Check Terms and Conditions (Effective 21 July 2020) > Download PDF

Eftpos Card Terms and Conditions (Effective 12 April 2019) > Download PDF


Online Banking Terms and Conditions

Electronic Banking Terms and Conditions (Effective 28 November 2024) > Download PDF

Electronic Banking Terms and Conditions (Effective 22 April 2024) > Download PDF

Investment Terms and Conditions

Term Investment Terms & Conditions (Effective 1 December 2016) > Download PDF 

Credit Card Terms and Conditions and Documents

SBS Visa Credit Card Conditions of Use > Download PDF

SBS Pink Ribbon Visa Credit Card Conditions of Use (We no longer offer the SBS Pink Ribbon Visa) > Download PDF 


Promotion and Offer Terms and Conditions 

FirstHome Combo Terms and Conditions (Effective 2 September 2024) > Download PDF


Competition Offers Terms and Conditions 

2024 SBS Bank Tour of Southland Banner Competition Terms and Conditions - October 2024 > Download PDF

SBS Bank 24/25 New Zealand Open Pro-Am Prize Terms and Conditions - November 2024 > Download PDF


Archived Terms and Conditions