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Everyday Transaction Account

Product ID PRD-001
Launch tier 1
Jurisdiction NZ + AU
Status Planned
Regulations AML/CFT Act 2009 · AML/CTF Act 2006 · Privacy Act 2020 · Privacy Act 1988 · NZ FMC Act · NCC Act 2009 (NCCP)

The everyday transaction account is the bank's primary transactional deposit product — a fully at-call account denominated in NZD (NZ customers) or AUD (AU customers) with no minimum balance and real-time posting on every transaction.

Key terms

Term Value
Account type At-call transactional deposit
Currency NZD (NZ) / AUD (AU)
Minimum opening balance None
Minimum ongoing balance None
Overdraft Not available on this account (see PRD-008 Revolving Credit Facility)
Monthly account fee Per fee schedule (waiver conditions per fee schedule)
Transaction fees Per fee schedule
Interest on credit balance None
Direct debits Supported
Card Debit card available (card terms apply separately)
Statement frequency Monthly

System capabilities

  • Account balance updated in real time on every transaction — no batch processing delay.
  • Transaction notification delivered within seconds of posting.
  • Account opening fully automated — identity verified via eIDV (MOD-009), account active within the same session; typical completion under 5 minutes.
  • Fraud scoring on every transaction (MOD-023) — not periodic review.
  • Direct debit cancellation effective immediately — no waiting period.
  • Direct debit dispute lodged in-app; query hold placed on biller within 60 seconds.

Eligibility

Assessed automatically by MOD-105. Standard eligibility requires verified KYC (MOD-009), CDD tier assigned (MOD-010), no active sanctions match (MOD-013), and jurisdiction match (NZ or AU). No minimum income or credit score is required for this product.

Account opening

The customer completes identity verification (passport, driver licence, or national ID) via the app. MOD-009 verifies the document against government DVS/DIA services and performs a biometric liveness check. On a VERIFIED result, MOD-007 transitions the account from PENDING to ACTIVE automatically. No branch visit is required.

Fees

Fee type Amount
Monthly account fee Per fee schedule (waiver conditions per fee schedule)
Dishonour fee (returned direct debit) Per fee schedule
Paper statement fee Per fee schedule

Fee waivers are applied automatically by MOD-110 based on conditions configured in the institution's fee schedule. The customer does not need to apply.

Interest

None. There is no interest payable on a credit balance in a transaction account. The app surfaces an idle cash insight (MOD-077) to prompt the customer to move surplus funds to a High-Interest Savings Account (PRD-002).

Statements

Generated monthly by MOD-113 and delivered to the in-app document vault, where they are available as a PDF download. Statements are retained for 7 years. Paper statements are available at the fee per fee schedule.

Closing / exit terms

The account may be closed via the app or by contacting the bank. The outstanding balance must be zero before closure — MOD-007 enforces this gate. Any pending direct debit mandates are cancelled on closure. Debit cards linked to the account are cancelled. Closed accounts cannot be reopened. If the balance cannot be cleared by transfer, the bank will assist.

Regulatory

New Zealand: Banking (Prudential Supervision) Act 1989; Open Bank Resolution policy (RBNZ); AML/CFT Act 2009; Privacy Act 2020.

Australia: Banking Act 1959; Financial Claims Scheme (APRA); AML/CTF Act 2006; Privacy Act 1988.

Governing policies

  • PAY-001 — Payment Operations Policy
  • PAY-005 — Payment Fraud Prevention Policy
  • CON-001 — Customer Fairness & Conduct Policy
  • CON-004 — Product Disclosure & Sales Practice Policy
  • CON-005 — Fee & Pricing Transparency Policy
  • AML-003 — Know Your Customer (KYC) & Identity Verification Policy
  • PRI-001 — Privacy Policy
  • CON-006 — Product suitability and governance

Implementation modules

Module Name Status
MOD-001 Double-entry posting engine Deployed
MOD-002 Immutable transaction log Deployed
MOD-003 Real-time balance engine Deployed
MOD-007 Account state machine Deployed
MOD-020 Pre-payment validation suite Deployed
MOD-021 Payment limit & velocity controller Deployed
MOD-022 Payment audit trail Deployed
MOD-023 Transaction fraud scorer Deployed
MOD-044 JWT role-based access control Deployed
MOD-049 Open banking consent management Deployed
MOD-068 Authentication & session management Deployed
MOD-105 Product eligibility engine Not started
MOD-110 Fee engine Deployed
MOD-113 Statement generation Not started
MOD-114 Direct debit mandate management Deployed

Compiled 2026-05-22 from source/entities/products/PRD-001.yaml