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Investor Presentaiton

NEW ZEALAND HOME LOANS PORTFOLIO OVERVIEW Portfolio Flow Portfolio FY19 FY20 FY21 FY20 FY21 FY19 FY20 FY21 Number of Home Loan Accounts 527k 529k 535k 68k 82k Average LVR at Origination¹ 56% 58% 57% Total FUM NZD85b NZD90b NZD99b NZD20b NZD29b Average Dynamic LVR1 42% 40% 35% Average Loan Size NZD161k NZD169k NZD185k NZD287k NZD352k Market Share² 30.7% 30.6% 30.4% % Owner Occupied 75% 75% 75% 75% 74% % Low Doc³ 0.34% 0.30% 0.26% % Investor 25% 25% 25% 25% 26% Home Loan Loss Rates 0.00% 0.00% 0.00% % Paying Variable Rate Loan 15% 13% 10% 14% 14% % of NZ Geography Lending 63% 67% 70% % Paying Fixed Rate Loan 85% 87% 90% 86% 86% % Paying Interest Only 19% 21% 15% 19% 18% % Paying Principal & Interest 81% 79% 85% 81% 82% % Broker Originated 38% 40% 43% 42% 46% 123 1. Average data as of August 2021 2. 3. Source: RBNZ, FY21 share of all banks as at August 2021 Low documentation (Low Doc) lending allowed customers who met certain criteria to apply for a mortgage with reduced income confirmation requirements. New Low Doc lending ceased in 2007 ANZ 110
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