Investment

新西兰积极投资者升级签证 (AIP)

专为高净值人士而设的专属投资移民计划

概览

新西兰积极投资者升级签证(Active Investor Plus,简称 AIP)是专为高净值人士而设的专属投资移民计划。申请人可通过对当地企业及具增长潜力的产业进行重大投资,从而获取新西兰永久居留资格。

关于新西兰积极投资者升级签证(AIP)

AIP 签证提供两种灵活的投资类别:

  • 增长型投资类别(Growth):专注于主动型投资,包括对新西兰企业的直接投资以及管理基金的投入。此类别要求最低投资额为 500 万新西兰元,投资期为三年。
  • 平衡型投资类别(Balanced):专注于被动型投资,可从多种资产类别中选择。此类别要求最低投资额为 1,000 万新西兰元,投资期为五年。

主要优势:

  • 灵活的投资选择:可从多元的合资格资产中选择,包括直接投资、管理基金、债券、上市股票。
  • 居留灵活性:可在新西兰长期居住、工作或学习,亦可自由进出境。
  • 可携同家庭成员:签证申请可包括配偶或伴侣,以及 24 岁以下的子女。
  • 无需英语语言测验

合规投资选项

MA美驰澳大利亚(MA Financial)与Elevation Capital携手为AIP投资人提供两种投资方案。

MA新西兰增长型投资基金

致力于投资能够为新西兰带来经济与社会积极效益的企业。

投资类别: 增长型( Growth Category) 

监管机构: 新西兰投资促进署(Invest New Zealand)

投资额: NZ$500万

目标收益: 7.0% p.a.

最低投资期限: 3年

目标投资标的: 通过私募信貸或股权方式,投资于以下领域的企业: 科技、制造业、食品与饮料、可再生能源、养老护理、基础产业(如园艺、林业、农业)、基础设施(含旅游、影视、医疗、教育等)

收益分配周期: 每半年

资格:仅限批发投资者

MA新西兰平衡型投资基金

提供更为稳健的投资选择,主要配置于债券、上市股票及私募信贷等资产类别

投资类别: 平衡型(Balanced Category)

监管机构: 新西兰移民局(INZ)

投资额: NZ$1,000万

目标收益: 2.0-3.0% p.a.

最低投资期限: 5年

目标投资标的: 

  • 政府债券
  • 新西兰债券
  • 私募信贷

收益分配周期: 每半年

资格:仅限批发投资者

基金管理人

MA美驰澳大利亚

MA美驰澳大利亚( MA Financial)是在澳大利亚 证券交易所( ASX)上市的全方位金融与投资集团。专注于信贷、私募股权与风险投资、地产和酒店业等资领域,覆盖股票、债券等传统资产类别,并为房地产、企业及专业金融机构提供信贷及咨询建议。

Elevation Capital

Elevation Capital是一家总部位于新西兰的投资公司,其面向零售、批发及机构投资者提供基金管理、资本募集及投融资顾问服务。

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Disclaimers

1. Target distribution yield and target returns are pre-tax and performance fees. Refer to the Fund’s Information Memorandum for further details.

IMPORTANT INFORMATION

Elevation Capital Funds Management Limited is a Registered Financial Service Provider in New Zealand in accordance with the Financial Service Providers (Registration and Disputes Resolution) Act 2008 -- FSP # 1007386. Elevation Capital Funds Management Limited is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes. Elevation Capital Funds Management Limited does not provide financial advice services to the public. Nothing herein should be construed as a general advertisement of financial advice services or a solicitation of prospective clients for financial advice services. The information herein is intended solely to provide certain background information which may include Elevation Capital’s investments on behalf of the Fund/s or Separate Accounts it manages or advises on. Elevation Capital Funds Management Limited, 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, Elevation Capital Funds Management Limited 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 Elevation Capital Funds Management Limited, 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”). It is proposed that MA will be appointed by the Elevation Capital Funds Management Limited to act as a sub-adviser in respect of each of the relevant funds to be established and offered as part of the Active Investor Plus Visa (AIPV) 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 AIPV is determined solely by Immigration New Zealand. Neither Elevation Capital Funds Management Limited nor MA guarantees visa approval or that any investment will be deemed an acceptable investment by Immigration New Zealand.

Nothing in this material constitutes advice (whether of a financial, investment, legal, tax, accounting or any other nature) to any person. Prospective investors should seek their own professional advice on the consequences of investing in the Fund. No representation is made that any further information will be given, other than as required by law.

This is a private investment opportunity, where participation will be limited to investors in New Zealand who are "wholesale investors" as defined in the Financial Markets Conduct Act 2013 (FMCA), or to persons in New Zealand or overseas who are otherwise entitled to receive an offer of units in the Fund without requiring disclosure under Part 3 of the FMCA or equivalent legislation in respect of any person overseas. Participation in the Fund is at the sole discretion of MA Investment Management Pty Ltd.  

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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.


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This webpage is provided by MA Financial Group Limited (ACN 142 008 428) on behalf of MA Financial Group Limited and its related bodies corporate (referred collectively as MAF) for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Before acting on any information contained on this webpage, you should consider the appropriateness of the information having regard to your particular objectives, financial situation and needs and seek professional advice. Refer to the terms of use for further information.
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