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 Active Investor Plus visa program, approved by New Zealand Trade and Enterprise (NZTE) with an AIP weighting of 2x.
Investors will meet the AIP required investment by investing NZ$7.5m 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.
Key points of AIP investment
Step 1
Transfer your nominated funds into NZ after the application is approved in principle by Immigration New Zealand
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 48-month ‘investment period’ has started.
Step 2
Invest in Collinson Funds AIP product for 4 years
Flowchart of AIP investment timeline and asset allocation
| Timeframe | Sub-Fund 2 | Cash Fund | Total Investment |
|---|---|---|---|
| 1st Month | $ 0.5m | $ 7.0m | $ 7.5 m |
| Within 18 Months | $3.75m | $3.75m | $7.5m plus Investment Return |
| Within 36 Months | $7.5m | $0 | $7.5m plus Investment Return |
| 48th Month | $7.5m | $0 | $7.5m plus Investment Return |
0 month
$0.5m to be invested
Make your first acceptable investment
50% (Minimum of NZ$3.75m) invested into Sub Fund 2.
Balance invested into Collinson Cash Fund.
Within 18 months
$0.5m to be invested
Immigration New Zealand 1st check
Minimum NZ$0.5m invested into Sub Fund 2.
Balance invested into Collinson Cash Fund.
Within 36 months
100% to be invested
Immigration New Zealand 2nd check
100% (Minimum of NZ$7.5m) invested into Sub Fund 2.
Total NZ$7.5m Investments must be held for a further 12 months.
48 month
100% to be invested
Immigration New Zealand final check-in
Immigration New Zealand checks all visa conditions are met.
Apply for NZ permanent residency.
Finished
Success!
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 48-month ‘investment period’ has started.
Phone: +64 9 869 6269 | +64 21 666 332 | +64 9 918 8307
Office: Level 7 Shortland Chambers, 70 Shortland Street, Auckland 1010
Postal: P.O. Box 5068, Victoria Street West 1142