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Private Health Adviser information NOT BUSINESS AS USUAL Life. Take charge. sovereign.co.nz

HERE TO SHAKE UP HEALTH INSURANCE Sovereign has taken a long, hard look at the health insurance market. We ve scrutinised our products, listened to Advisers and asked New Zealanders what they really want. Advisers told us they want our products to be more competitive. Customers told us they wanted more simplicity and value. They used phrases like, knowing I m covered for the big stuff, and making me feel valued. Why health insurance? We have received feedback from Advisers that health insurance can stimulate a good conversation. It s a lifestyle product designed to be claimed on throughout lifes journey, not just at older ages and it s not just for major surgery. In fact, industry statistics 1 show that: > Three in four 20 year olds will claim on their private health insurance by the time they ve reached 30; and > One in three couples in their early 30 s with a young child will claim on their policy in a given year. Clients should consider private health insurance before they develop medical issues to give themselves certainty and choice. Health insurance also provides you with a significant cross-sell opportunity the majority of Sovereign health insurance policies 2 are cross-sold with other insurance policies. Therefore, we encourage you to discuss health insurance the next time you speak with your clients. 1. Health Funds Association of New Zealand March 2014 claims incidence rates for Major Medical. 2. Sovereign new business data as at 30 June 2014. Did you know? 1 IN 3 couples in their 30 s with a young child will claim on their policy in any given year 1. 50-59 year olds claim more than twice as much as 30-39 year olds 1. $1,014 million In the 12 months to June 2015 the health insurance industry paid out $1,014 million in private medical claims. Compare this to just five years previous when $797 million was paid by health insurers 1. 1 Health Funds Association of New Zealand major medical incidence and claim rates (HFANZ) June 2015 Sovereign Private Health Adviser information 2

TYPICAL TREATMENT COSTS Child Adult (20-60 years old) Senior (60+ years old) Adenotonsillectomy $3,500 - $6,000 Grommets $1,500 - $3,500 Strabismus (Squint Surgery) $5,000 - $6,500 Gastroscopy $1,200 - $2,500 Hernia Repair $4,000 - $6,000 Sinus Surgery $5,000 - $23,000 Cardiac Ablation $24,000 - $43,000 Mastectomy (unilateral) $7,000 - $15,000 Gall Bladder Removal $8,000 - $16,000 Endometriosis $9,000 - $27,000 Hernia $5,000 - $11,000 Cataract Surgery (one eye) $3,000 - $6,000 Coronary angioplasty $15,000 - $25,000 Valve Replacement $50,000 - $65,000 Colonoscopy $1,600 - $2,500 Hip Replacement $18,000 - $30,000 Robotic Prostatectomy $34,000 - $36,000 Source: Sovereign Health Claims Team, 1 July 2014-30 June 2015. Sovereign Private Health Adviser information 3

TAKE CHARGE WITH SOVEREIGN HEALTH We want to ensure that your clients have certainty of cover and choice of treatment options. Private Health Cover and Private Health Plus offer access to timely private treatments and choice of medical provider. Whether your clients need diagnostic scans, surgery or ongoing help with recovery, you can be sure that their health is our priority. Private Health Cover Private Health Plus Excess options > Specialists and Tests cover > Lifestyle benefits A range of excess options is available to suit your financial needs: > Cover for private hospital surgical and hospitalisation, cancer care and supporting diagnostic procedures > Cover for private hospital surgical and hospitalisation, cancer care and supporting diagnostic procedures Nil $250 $500 $750 $1,000 $2,000 $4,000 Sovereign Private Health Adviser information 4

ABOUT OUR PRODUCTS Private Health Cover and Private Health Plus have been designed to take care of the significant costs of hospitalisation and surgery that many New Zealanders face during their lives. Highlights are: > Cover for surgery and hospitalisation up to $300,000 per year. > Major diagnostic imaging and tests are covered whether or not related to a surgery or hospitalisation up to $100,000 per year. Private Health Plus offers additional access to specialist consultations and cover for diagnostic imaging and testing outside of surgical procedures or hospitalisation. It also provides cover through loyalty benefits designed to support access to routine screening to keep people healthy. We have extended our benefits to include features which provide our customers with more support, flexibility and options for cover. They are: Support A separate benefit for cancer care has been developed to support people through a cancer diagnosis and subsequent treatment. They are covered for any required surgery and hospitalisation in addition to Pharmac and non-pharmac funded chemotherapy alternatives. We recognise that the battle against cancer is more than just surgical or medical treatment. To further assist our customers, we have introduced post-cancer allowances for support services, therapies or personal items. Flexibility Our products provide an option to receive treatment in Australia. We recognise that people may live in Australia at different times in their life. We have created a policy that allows you to continue with your cover whether you live in Auckland or Adelaide. Options We recognise that Kiwis have a choice of receiving treatment in either the private or the public system. If your client decides to use the public system and the treatment received is covered under the policy, then we will credit their annual premium (provided the treatment requires at least a two night stay in hospital). Access Along with cover in Australia, should a situation arise where clients need treatment but the wait to receive care in the private health system is over six months in New Zealand, they may be eligible to access the treatment overseas if they prefer, rather than waiting. In addition, if the required treatment cannot be performed in New Zealand we offer a benefit of up to $30,000 per year, to access the treatment internationally. Sovereign Private Health Adviser information 5

REPLACEMENT RULES 1) Replacing MajorCare or Absolute Health with Private Health Cover and Private Health Plus From To Underwriting Requirements Policy Terms Commission payable Major Care issued prior to 11 November 2003 Private Health Cover or Private Health Plus Completion of Replacement Policy Advice Form (no underwriting required) *Any Special terms (loadings, exclusions) on MajorCare policy will also apply to Private Health Cover or Private Health Plus Renewal commission is paid on new policy premium No initial commission paid Absolute Health/Major Care issued post 11 November 2003 Private Health Cover or Private Health Plus Completion of Replacement Policy Advice Form (no underwriting required) * Any Special terms (loadings, exclusions) on the original policy will apply to Private Health Cover or Private Health Plus Renewal commission is paid on new policy premium No initial commission paid *Customers claiming the non-pharmac chemotherapy benefit will be assessed at Claim time for any preexisting cancer signs or symptoms. Please note that Sovereign relies on all disclosures made by life assureds and owners on the original application for the policy being replaced. Any conditions developed whilst on Absolute Health or MajorCare remain covered to the Absolute Health or Major Care levels (provided that the benefit is also available under Private Health). Clients turning 21 years of age can move with no requirement for new underwriting within three month of the policy anniversary. 2) Adding Waiver of Premium on to Private Health or Private Health Plus From To Underwriting Requirements Policy Terms Commission payable Private Health Cover or Private Health Plus Adding Waiver of Premium Completion of the Occupation Section on the Declaration of Continued Good Health Form *Existing exclusions on the original Private Health Cover policy apply to Waiver A standard commission rates apply. or Application form * A pre-existing condition exclusion will be added Absolute Health/ MajorCare Adding Waiver of Premium Replace these policies first with Private Health Cover or Private Health Plus as above As for Private Health Plus A standard commission rates apply. 3) When changing Private Health Cover and Private Health Plus benefits Product Reducing Excess: Private Health Cover and Private Health Plus Increasing Excess: Private Health Cover and Private Health Plus Underwriting Requirements >12months since last Application Form yes, with a full application <12months since last Application Form yes, with DOCGH No underwriting Replacing Private Health Cover with Private Health Plus Replacing Private Health Plus with Private Health Cover >12months since last Application Form yes, with a full application <12months since last Application Form yes, with DOCGH No underwriting Sovereign Private Health Adviser information 6

PRODUCT DETAILS Benefits* Private Health Cover Private Health Plus Surgery (including related specialist consultations, imaging and tests) Cardiac surgery (including related specialist consultations, imaging and tests) $300,000 per year $300,000 per year Oral surgery (including related specialist consultations, imaging and tests) Cancer care $300,000 per year $300,000 per year Non-specialist minor surgery: Excision of lesions, moles cysts and ingrown toenails Allergy desensitisations, injections, varicose vein treatment and vasectomy (Cover for vasectomy only available after one year of continuous cover) $250 per treatment up to $500 per year $450 per treatment up to $900 per year $250 per treatment up to $500 per year $450 per treatment up to $900 per year Medical hospitalisation $300,000 per year $300,000 per year Major diagnostic imaging and tests $100,000 per year $100,000 per year Breast reconstruction after mastectomy Covered under surgery Covered under surgery Home nursing $300 per day up to $3,000 per year $300 per day up to $3,000 per year Waiver of Premium on death One year s free cover (policy) One year s free cover (policy) Bereavement grant $2,500 per lifetime $2,500 per lifetime Treatment away from home in New Zealand $300 per day up to $3,000 per year $300 per day up to $3,000 per year Voluntary treatment in Australia Applicable benefit maximums apply Applicable benefit maximums apply Treatment overseas where the wait for private treatment is greater than six months Applicable benefit maximums apply Applicable benefit maximums apply Treatment overseas where the treatment isn t available in New Zealand $30,000 per year $30,000 per year Public hospital credit One year s free cover (life assured) One year s free cover (life assured) Public hospital cash grant $300 per day up to $3,000 per year $300 per day up to $3,000 per year Sterilisation $5,000 per lifetime $5,000 per lifetime Medical misadventure $30,000 per lifetime $30,000 per lifetime Specialist consultations Diagnostic imaging and tests Covered under the applicable surgical or medical benefit when the consultation takes place six months either side of related surgery Covered under the applicable surgical or medical benefit when the diagnostic imaging or test takes place six months either side of related surgery $10,000 per year $100,000 per year Pregnancy, maternity and infertility allowance No cover $750 per year after three years Health screening allowance No cover $500 every three years, after an initial waiting period of three years * Limitations do apply to these benefits. Please refer to the Policy Document to ensure you have a complete understanding of the benefits offered under Private Health Cover and Private Health Plus. Optional Waiver of Premium Benefit The Optional Waiver of Premium Benefit removes the burden of paying premiums if a life assured under the Waiver of Premium Benefit becomes totally disabled and unable to work. This Optional Benefit waives the premiums on a Private Health policy for up to two adults and all children aged under 21. Premiums are waived until the life assured holding the Optional Benefit turns 65. Please refer to the separate Waiver of Premium policy document for full details. Sovereign Private Health Adviser information 7

FREQUENTLY ASKED QUESTIONS Q Can children get cover? A Yes. Private Health Cover and Private Health Plus are great for families. If clients add their children before they are three months old, no health information is needed. Q What if my client gets treatment in the public health system instead? A Private Health Cover and Private Health Plus entitles people to a credit on their annual premium for overnight stays of two nights or more in a public hospital if they are being treated for something that could have otherwise been covered under the policy. Q Is treatment overseas covered? A Yes. We cover treatment in Australia up to the policy limits. If a treatment is not available in New Zealand, we offer up to $30,000 per year towards overseas treatment costs. Q Do my clients have choice of medical provider and medical facility? A Yes, they do. Within New Zealand and Australia, your clients can choose who provides their treatment and where it takes place. Q How do my clients make a claim or request prior approval? A Clients can apply for prior approval and claim online by visiting sovereign.co.nz or by returning their completed form to Sovereign. Details of the treatment must be provided so that we can assess the prior approval request. Sovereign Private Health Adviser information 8

Let s go We ve got everything you need online. > Product guide information > Policy wording > Sales Tools Get started now at sovereign.co.nz/healthchanges Life. Take charge. sovereign.co.nz Other things you should know: The availability of insurance cover is subject to your application being approved. All applications are subject to individual consideration. Special conditions, exclusions and premium loadings may apply. This insurance is underwritten by Sovereign Assurance Company Limited ( Sovereign ). For full details of the products and benefits offered by Sovereign, please refer to the policy document(s) which are available from Sovereign. Sovereign, the policy insurer, is part of the Commonwealth Bank of Australia Group and is a related company of ASB Bank Limited and its subsidiaries ( the Banking Group ). None of the Banking Group, the Commonwealth Bank of Australia, any of their directors, or any other person, guarantees Sovereign or its subsidiaries, or any of the products issued by Sovereign or its subsidiaries. The information contained in this publication is general in nature and is not intended as advice. It may not be relevant to individual circumstances and before making any insurance decision, you should consult a professional Adviser. Copies of our disclosure statements are available on request, free of charge. 10897 0416