820illustrative and comparative purposes, that the principal and interest can be invested at the
821end of the period at the same rate for the rest of the year.”
822
823Assume a deposit has a gross rate of 6% payable at maturity in 6 months’ time.
824
825A blended AER of 6.09% should be used by assuming reinvestment at the existing rate
826gross rate for the following 6 month period.
827
828AER calculation is: (((1+ 6/2*100))^2)-1)*100)
829
830Providers should not underquote in this scenario by rounding down to 6% but should
831consistently apply the guidelines which assumes reinvestment at the original gross rate for a
832following 6 month period.
833
834
835
836AER Guideline A6
837
838 1. To ensure that AER properly reflects a lower cash holding rate prior to investment
839 into the product proper, where this applies, by requiring the ‘specified date’ to be that
840 on which the provider first expects monies to be received in response to the
841 advertisement. This ensures that the AER reflects the maximum negative impact on
842 return from the lower initial cash holding rate (see AER Guideline A6 - Worked
843 Example 1 below).
844 2. To extend the period before advertising needs to be updated with a new recalculated
845 AER beyond 1 month, where the recalculated AER would be higher than the AER
846 used in the existing advertisement (see AER Guideline A6 - Worked Example 2
847 below).
848
849AER Guideline A6 - Worked Example 1
850
851 AER AER
852
853 (including Conditional
854 Bonus)
855
856 ONLINE SAVINGS 2.87% N/A
857 ACCOUNT
858 Blended rate based on
859 specified date of 14
860 February when monies
861 first expected to be
862 received
863
864
865 • Online savings account with standard rate of 3% (variable) and indeterminate
866 maturity date.
867
868
869
870
871 16