Managed Funds
Direct Investments
Listed equities
Philanthropy
Property development
Bonds
Applicants under the Balanced Category may also invest in Growth Category investments.
For an investment in a managed fund to be considered an acceptable investment, the investment must be in:
the managed investment products issued by a managed investment scheme which is on the acceptable managed fund list maintained by Invest NZ.
For the avoidance of doubt, a managed fund product is not considered an acceptable Growth Category investment unless it is on the acceptable managed fund list maintained by Invest NZ, but may be considered an acceptable Balanced Category investment under another asset class if it exists for the purpose of raising funds:
i. to place in listed equities that meet the requirements of BN7.10.1(a); or
ii. for residential, commercial and industrial property acquisition or development and they meet the requirements of BN7.10.30(i); or
iii. to place in bonds that meet the requirements of BN7.10.35(b).
To view the list of acceptable managed funds or for more information on the process of becoming an acceptable managed fund, visit our Managed funds webpage.
For more information on investments in bonds, property development, listed equities or philanthropy please visit Immigration New Zealand.
For an investment to be considered an acceptable direct investment:
1. The principal applicant must invest in one of the following:
listed equities that are considered an acceptable investment under Immigration New Zealand instructions (BN7.10.1 (a) as a wholesale investor); or
an equity security in an investee entity; or
another financial product (for example a convertible note, preference share, or Simple Agreement for Future Equity) that will be converted, or is convertible, into an equity security in an investee entity.
2. Invest NZ must confirm that:
the investment by the principal applicant in acceptable listed equities as a wholesale investor was determined as meeting the criteria set out in Appendix 15 by Invest NZ prior to the funds being invested; or
the investee entity meets the criteria set out in Appendix 15 as an acceptable direct investment.
3. When the funds have been invested, the principal applicant must:
have a direct ownership interest in the entity; or
have a sole beneficial interest in a trust whose trustee has a direct ownership interest in the entity; or
have appointed a nominee using the bare nominee structure, whose sole role is to hold the shares (or other securities in accordance with BN7.10.15(a)(i)) in the entity on behalf of the principal applicant.
Invest NZ will have regard to a number of factors listed in Appendix 15 including that Direct investments must demonstrate a positive economic impact for New Zealand and whether the Direct Investment meets the Objective and Principles of the Active Investor Plus visa scheme.
For more information on the criteria for acceptable direct investments please refer to Appendix 15 for information on the assessment process, or visit our Direct Investments webpage.
For more information on investments in bonds, property development, listed equities or philanthropy please visit Immigration New Zealand.
For more information about how we can help you uncover your next investment opportunity, send us a message and one of our team will be in touch with you shortly.
