New Zealand Active Investor Plus Visa

1. NZOCR = New Zealand Official Cash Rate.

2. Source: New Zealand Immigration https://www.immigration.govt.nz/about-us/news-centre/investor-category/

IMPORTANT INFORMATION

MA Asset Management (New Zealand) Limited (MAAM NZ) is a Registered Financial Service Provider in New Zealand in accordance with the Financial Service Providers (Registration and Disputes Resolution) Act 2008 -- FSP # 1011255. MAAM NZ does not provide personalised investment advisory services to the public. Nothing herein should be construed as a general advertisement of investment advisory services or a solicitation of prospective clients for investment advisory services. The information herein is intended solely to provide certain background information which may include MAAM NZ’s investments on behalf of the Fund/s or Separate Accounts it manages or advises on. MAAM NZ, its directors, employees and agents believe that the information herein is correct at the time of compilation; however, they do not warrant the accuracy of the information. Save for any statutory liability which cannot be excluded, MAAM NZ further disclaims all responsibility or liability for any loss or damage which may be suffered by any person relying on any information or any opinions, conclusions or recommendations contained herein whether that loss or damage is caused by any fault or negligence on the part of MAAM NZ, or otherwise. 

MA Investment Management Pty Ltd (ACN 621 552 896): This material has also been prepared by MA Investment Management Pty Ltd (ACN 621 552 896) (“MA”). MA has been appointed by MAAM NZ to act as a sub-adviser in respect of each of the relevant funds which have been established and offered as part of the Active Investor Plus Visa (AIP) investment program. MA is not licensed by the Financial Markets Authority (FMA) in New Zealand and does not provide financial services to investors in New Zealand. This material does not constitute immigration advice. Eligibility for the AIP is determined solely by Immigration New Zealand. Neither MAAM NZ nor MA guarantees visa approval or that any investment will be deemed an acceptable investment by Immigration New Zealand.

This supply of this document is limited to investors in New Zealand that are “wholesale investors” as defined by, or otherwise not required to receive disclosure under Part 3 of, the Financial Markets Conduct Act 2013.
Outside New Zealand it is intended for distribution only to selected persons to whom, under relevant law, it may be lawfully distributed. It may not be distributed in any other jurisdiction or to any other persons. It does not constitute an offer or solicitation in any jurisdiction in which such an offer or solicitation is not authorised, or in which the person making such offer or solicitation is not qualified to do so, or to any person to whom it is unlawful to make such an offer or solicitation.

The material is for general information purposes and must not be construed as investment or immigration advice. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer or invitation to purchase, sell or subscribe for in interests in any type of investment product or service. This material does not take into account your investment objectives, financial situation or particular needs. You should read and consider any relevant offer documentation applicable to any investment product or service and consider obtaining professional investment advice tailored to your specific circumstances before making any investment decision. This material and the information contained within it may not be reproduced or disclosed, in whole or in part, without the prior written consent of MA. Any trademarks, logos, and service marks contained herein may be the registered and unregistered trademarks of their respective owners.
Nothing contained herein should be construed as granting by implication, or otherwise, any licence or right to use any trademark displayed without the written permission of the owner. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of MA. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Additionally, this material may contain “forward-looking statements”. Actual events or results or the actual performance of a MA financial product or service may differ materially from those reflected or contemplated in such forward-looking statements. Certain economic, market or company information contained herein has been obtained from published sources prepared by third parties. While such sources are believed to be reliable, neither MA or any of its respective officers or employees assumes any responsibility for the accuracy or completeness of such information. No person, including MA, has any responsibility to update any of the information provided in this material.

We do not and cannot provide immigration advice. Any information shared by us is of a general nature and should not be construed as immigration advice under the Immigration Advisers Licensing Act 2007.

In New Zealand, immigration advice may only be provided by individuals who are licensed by the Immigration Advisers Authority (IAA) or exempt under the Act, e.g. a New Zealand lawyer.

We strongly recommend that individuals seek guidance from a qualified adviser before making any immigration-related decisions.