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. MA Asset Management (NZ) Limited (MAAM NZ) is not licensed by a New Zealand regulator to provide certain services regulated by the Financial Markets Authority. MAAM NZ’s registration on the New Zealand Financial Service Providers Register does not mean that MAAM NZ is subject to the active regulation or oversight by the Financial Markets Authority.

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”). 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 document 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. 

This document may only be distributed to selected persons who, under applicable law in the relevant jurisdiction, 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. No action has been taken that would permit a public offering in any jurisdiction where action for that purpose would be required.

The information contained in this document is of a commercially sensitive nature. and 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.