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Media Release

ANZ considers a new Capital Notes issue

2024-01-24 17:25

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

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Approved for distribution by ANZ’s Continuous Disclosure Committee

For media enquiries contact

Elizabeth Rudall

+61 403 130 207

anzcomau:newsroom/mediacentre/Media-Release
ANZ considers a new Capital Notes issue
2024-01-24
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