Investment

紐西蘭積極投資者升級簽證( AIP)

專為高淨值人士而設的專屬投資移民計劃

概覽

紐西蘭積極投資者升級簽證(Active Investor Plus,簡稱 AIP)是專為高淨值人士而設的專屬投資移民計劃。申請人可透過對當地企業及具增長潛力的產業進行重大投資,從而獲取紐西蘭永久居留資格。

關於紐西蘭積極投資者升級簽證(AIP)

AIP 簽證提供兩種靈活的投資類別:

  • 增長型投資類別(Growth):專注於主動型投資,包括對紐西蘭企業的直接投資以及管理基金的投入。此類別要求最低投資額為 500 萬紐西蘭元,投資期為三年。
  • 平衡型投資類別(Balanced):專注於被動型投資,可從多種資產類別中選擇。此類別要求最低投資額為 1,000 萬紐西蘭元,投資期為五年。

主要優勢:

  • 靈活的投資選擇:可從多元的合資格資產中選擇,包括直接投資、管理基金、債券、上市股票。
  • 居留靈活性:可在紐西蘭長期居住、工作或學習,亦可自由進出境。
  • 可攜同家庭成員:簽證申請可包括配偶或伴侶,以及 24 歲以下的子女。
  • 無需英語語言測驗

合規投資選項

MA 美馳澳洲(MA Financial)與 Elevation Capital 攜手為 AIP 投資者提供兩種投資方案。

MA紐西蘭增長型投資基金

致力投資於能為紐西蘭帶來正面經濟及社會效益的企業。

投資類別: 增長型( Growth Category)

監管機構: 紐西蘭投資促進署(Invest New Zealand)

投資金額: NZ$500萬

目標回報: 7.0% p.a.

最低投資期限: 3年

目標投資標的: 透過私募信貸或股權方式,投資於以下領域的企業:科技、製造業、食品與飲料、可再生能源、養老照護、基礎產業(如園藝、林業、農業)、基礎設施(含旅遊、影視、醫療、教育等)

派息週期: 每半年

資格: 僅限批發投資者

MA紐西蘭平衡型投資基金

提供較為穩健的投資選擇,資產主要配置於債券、上市股票及私募信貸等類別。

投資類別: 平衡型(Balanced Category)

監管機構: 紐西蘭移民局(INZ)

投資金額: NZ$1,000萬

目標回報: 2.0-3.0% p.a.

最低投資期限: 5年

目標投資標的

  • 政府債券
  • 紐西蘭債券
  • 私募信貸

派息週期: 每半年

資格: 僅限批發投資者

基金管理人

MA美馳澳洲

MA 美馳澳洲(MA Financial) 是在澳洲證券交易所(ASX)上市的全方位金融與投資集團。專注於信貸、私募股權與風險投資、地產和酒店業等投資領域,覆蓋股票、債券等傳統資產類別,並為房地產、企業及專業金融機構提供信貸及諮詢建議。

Elevation Capital

Elevation Capital 是一家總部位於紐西蘭的投資公司,面向零售、批發及機構投資者提供基金管理、資本募集及投融資顧問服務。

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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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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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