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Australia and New Zealand Banking Group Limited (ANZBGL) (ASX: AN3) today announced it is considering the launch of a new ANZ Capital Notes offer in February 2024, which may include a limited reinvestment offer for certain holders of ANZ Capital Notes 4 (CN4) (ASX: AN3PG).
ANZBGL has appointed ANZ Securities, Bell Potter, CBA, E&P Corporate Advisory, Morgan Stanley, Morgans, National Australia Bank, Ord Minnett, Shaw and Partners, UBS AG, Australia Branch and Westpac Institutional Bank (a division of Westpac Banking Corporation) as Joint Lead Managers and LGT Crestone Wealth Management as Co-Manager (together the Syndicate Brokers) to help consider the offer.
Launch of the offer remains subject to the receipt of various regulatory and Board approvals and prevailing economic conditions and there is no guarantee it will proceed.
Restrictions on distribution
In response to the implementation of the Design and Distribution Obligations legislation in October 2021, any ANZ Capital Notes offer (including any reinvestment offer) will be limited to wholesale investors and investors receiving personal advice, who apply through a Syndicate Broker.
ANZ Capital Notes offers will not include a securityholder offer which would enable existing ANZ securityholders to apply directly for the notes.
Investors interested in participating in any future ANZ Capital Notes offer (including existing ANZ securityholders through any reinvestment offer) should consider the target market determination for the notes and should speak to a Syndicate Broker or a financial adviser associated with a Syndicate Broker. However, not all financial advisers will have access to a new offer of ANZ Capital Notes. The contact details for the Syndicate Brokers are provided below.
These restrictions on distribution for future ANZ Capital Notes offers are consistent with the approach taken by ANZBGL for the issue of ANZ Capital Notes 8 in March 2023.
The Australian Government’s MoneySmart website contains details on choosing a financial adviser at moneysmart.gov.au/financial-advice/choosing-a-financial-adviser.
Any future ANZ Capital Notes offer will be made under a prospectus and any person wishing to apply will need to do so via an application form in or accompanying that prospectus.
Syndicate Broker contact details
Joint Lead Manager
Wholesale Investors
Investors seeking personal advice
ANZ Securities
Tariq Holdich: 02 8037 0310
Not available to retail investors
Bell Potter
Tim Griffin: 02 8224 2841
Shaun Argent: 03 9235 1744
Commonwealth Bank of Australia
Mitchell Walls: 1300 887 733
Not available to retail investors
E&P Corporate Advisory
Andrew Serle: 03 9411 4076
Andrew Serle: 03 9411 4076
Morgan Stanley
Jaimee Honter: 13 13 70
Jaimee Honter: 13 13 70
Morgans
Callum Lanskey: 07 3334 4831
Callum Lanskey: 07 3334 4831
National Australia Bank
Stefan Visser: 02 7226 8389
Not available to retail investors
Ord Minnett
Tom Morris: 02 8216 6331
Tom Morris: 02 8216 6331
Shaw and Partners
Steve Anagnos: 02 9238 1513
Fiona Burton: 02 9238 1571
UBS AG, Australia Branch
Jared Barr: 02 8121 5917
Not available to retail investors
Westpac Institutional Bank
Tyler O’Brien: 02 8253 4574
Not available to retail investors
Co- Manager
Wholesale Investors
Investors seeking personal advice
LGT Crestone Wealth Management
James Williams: 02 8422 5500
Not available to retail investors
Approved for distribution by ANZ’s Continuous Disclosure Committee
For media enquiries contact
Elizabeth Rudall
+61 403 130 207
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anzcomau:newsroom/mediacentre/Media-Release
ANZ considers a new Capital Notes issue
2024-01-24
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