Collinson Active Investor Plus Approved Funds
Collinson Active Investor Plus
Suitable for NZ Active Investor Plus (AIP) visa applicants.
The information below provides an outline of your specific investment requirements, and how to manage asset allocation across the Collinson Cash Fund and the Collinson Funds Management approved AIP fund.
Collinson Wealth New Zealand Investment Fund (Sub-Fund 2)
An acceptable managed fund under the growth category of the Active Investor Plus visa program, approved by New Zealand Trade and Enterprise (NZTE).
Investors will meet the growth category AIP required investment by investing NZ$5m into Collinson Wealth New Zealand Investment Fund (Sub-Fund 2).
Sub-Fund 2: Growth Business Loans is an investment vehicle that makes loans to growth-oriented NZ businesses. The sub-fund targets companies in the expansion phase that have already established reliable revenue streams, but have the potential to significantly increase these revenue streams with capital investment.
About
New Zealand Active Investor Plus (AIP) visa
With an Active Investor Plus visa, you can:
- Live, work or study in New Zealand full-time, or come and go as you wish (the minimum requirement is 117 days in New Zealand over 4 years)
- Bring your family with you
- Select from a wide range of investment opportunities
- Apply for permanent residency after 4 years
The table above is sourced from information provided by Immigration New Zealand
The visa requires the investor to:
The funds must be transferred into acceptable holding investments (including via a foreign exchange company or money transfer business) directly to New Zealand in 6 month.
The Collinson Cash Fund is an acceptable holding investment that provides flexibility and targets investment returns better than bank rates.
Noting that additional funds cannot be transferred for the purposes of the visa during the ‘investment period’ has started.
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