Image by Wance Paleri

Active Investor Plus Visa

With this visa you can

  • Live, work and study in New Zealand.

  • Include your partner, and dependent children aged 24 and under, in your visa application.

  • Apply for permanent residence after 4 years of keeping your funds in New Zealand.

Things to note

  • With this visa, you get an indefinite length of stay.

  • Once Immigration New Zealand has approved your application in principle, you will have 6 months to transfer and invest your funds in New Zealand.

  • After your application has been approved in principle, you can apply for a work visa to come to New Zealand and arrange the transfer and investment of your funds. If your partner wants to come with you, they will need to apply for their own visitor visa. Your dependent children can apply for student visas.

Acceptable Investments

An acceptable investment for the Active Investor Plus Visa means an investment of the funds that:

  • Is not for the personal use of the applicant,

  • Is invested in New Zealand in New Zealand currency, and

  • Is invested in either one or more of the following

    • a. Listed equities, 

    • b. Philanthropy,

    • c. Managed funds, or

    • d. Direct investments.

  • The acceptable investment is determined at the time the investment is made and must continue to meet the requirements of an acceptable investment during the 48-month investment period.

  • The investment value is determined at the time it has been made, inclusive of investment fees (such as management fees), brokerage fees and transaction fees charged.

The weighting system

Acceptable investments carry different weightings toward the NZD $15 million investment threshold. You can invest in a combination of these. Direct investments into a private business will receive the highest weighting (3x). This means that you could meet the required investment amount by investing NZD $5 million into direct investment.

Investment type and the corresponding Weighting

Listed equities (Maximum: NZD $7.5 millionX1): Each $1 invested will be accorded the value of $1

Philanthropy (Maximum: NZD $7.5 millionX1): Each $1 invested will be accorded the value of $1

Managed funds: Each $1 invested will be accorded the value of $2

Direct investment: Each $1 invested will be accorded the value of $3

Property

Property is not an acceptable investment, however as part of your listed equity investments, you can invest in exchange traded funds or managed funds that own companies engaged in the acquisition, development, ownership, leasing, management, and operation of property assets. Note that the exchange traded fund or managed fund can only hold 20% or less of their total assets in the property sector to be considered an acceptable investment.

How can we assist you?

We can present acceptable investment options for you to choose from depending on your risk profile. We can coordinate the sale and purchase of these investments and take care of the visa requirements for you and your family.