November 3, 2023

How do NERTIs work?

NAB Equity Referenced Term Investments (NERTIs) are short term equity referenced investments issued by NAB. NERTIs provide you with the flexibility to generate an enhanced income return by referencing your investment to an underlying equity.

NERTIs pay an enhanced income return at maturity regardless of the performance of your chosen equity.

The enhanced income return rewards you for taking the risk that you may be delivered shares in your chosen equity at maturity which may be worth less than your original investment amount.

This video provides an overview of NERTI, highlighting key features and risks.

 

The information contained in this article is intended to be of a general nature only. It has been prepared without taking into account any person’s objectives, financial situation or needs. NAB does not guarantee the accuracy or reliability of any information in this article which is stated or provided by a third party. Before acting on this information, NAB recommends that you consider whether it is appropriate for your circumstances. NAB recommends that you seek independent legal, property, financial and taxation advice before acting on any information in this article. You may be exposed to investment risk, including loss of income and principal invested.

You should consider the relevant Product Disclosure Statement (PDS), Information Memorandum (IM) or other disclosure document and Financial Services Guide (available on request) before deciding whether to acquire, or to continue to hold, any of our products.

All information in this article is intended to be accessed by the following persons ‘Wholesale Clients’ as defined by the Corporations Act. This article should not be construed as a recommendation to acquire or dispose of any investments.

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