IOOF update on acquisition of ANZ P&I

Australia and New Zealand Banking Group Limited ABN 11 005 357 522


9 December 2019






IOOF update on acquisition of ANZ P&I



Pursuant to the NZX Listing Rules, please find attached an announcement released by a third party,
IOOF Holdings Limited (IFL), on ASX and cross-released under ANZ’s ASX ticker code.



Yours faithfully


Simon Pordage
Company Secretary
Australia and New Zealand Banking Group Limited

Company Secretary’s Office
ANZ Centre Melbourne, Level 9, 833 Collins Street, Docklands Vic 3008
GPO Box 254, MELBOURNE VIC 3001 AUSTRALIA
www.anz.com

IOOF Holdings Ltd
ABN 49 100 103 722
Level 6, 161 Collins Street
Melbourne VIC 3000

GPO Box 264
Melbourne VIC 3001
Phone 13 13 69
www.ioof.com.au

9 December 2019

IOOF update on acquisition of ANZ P&I

IOOF Holdings Ltd (IOOF) welcomes the receipt of approvals from the Australian Prudential
Regulation Authority (APRA) to hold the controlling stake in OnePath Custodians Pty Limited and
Oasis Fund Management Limited.

These approvals were the last remaining requirements in relation to the transfer of the ANZ Wealth
Pension and Investments business (ANZ P&I) to IOOF.

IOOF CEO Renato Mota commented “APRA’s approval represents an important milestone and allows
for the creation of an industry leading advice-led wealth management organisation. Our recent
investment into uplifting governance and client focus provides a valuable foundation which will benefit
all clients and members including those from the ANZ P&I business. We look forward to continue to
challenge ourselves to deliver accessible, advice-led wealth management for the benefit of all
Australians.”

With APRA approval received, IOOF and ANZ are working towards transaction completion on 31
January 2020.

- ENDS -

Enquiries:

Rachel Scully
Head of Corporate Affairs
IOOF Holdings Ltd
P: +61 3 8614 4530
M: +61 438 601 942

E: rachel.scully@ioof.com.au
Media enquiries:

Louise Watson
Managing Director
Symbol Strategic Communications
P: +61 2 8011 0591
M: +61 419 185 674

E: lwatson@symbolstrategic.com.au


About IOOF Holdings Ltd
IOOF has been helping Australians secure their financial future since 1846. During that time, we
have grown substantially to become one of the largest groups in the financial services industry.
IOOF provides advisers and their clients with the following services:
• Financial Advice services via our extensive network of financial advisers.
• Portfolio and Estate Administration for advisers, their clients and hundreds of employers in
Australia.
• Investment Management products that are designed to suit any investor’s needs.
Further information about IOOF can be found at www.ioof.com.au