Pathway to New Zealand Residency
Step-by-step guide to how our model works after you have received your Approval in Principle from Immigration New Zealand
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01
Receive, Review & Reserve
Receive tailored investment brief and review hotel options on the unit availability and price list. Reserve your preferred hotel unit(s) to confirm your hotel interest and the corresponding shareholding.
02
Submit Application
Complete the wholesale investor application in the Information Memorandum and submit to Conrad Funds Management Ltd (CFML). Complete CFML’s legal onboarding and AML while your lawyer undertakes due diligence on your behalf.
03
Approval
Upon confirmation you qualify as a wholesale investor - execute agreement with CFML to manage your investment during the investment period. CFML as manager and you as guarantor execute agreements with the hotel manager and hotel developer.
04
Approval
Funds count for Active Investor Plus visa purposes upon the payment of your investment amount in full and the registration of shares in an Active Investor Plus “approved company” in your name.
Note: If your investment is less than the overall investment minimum for Active Investor Plus (AIP) visa purposes, currently $5m NZD, the balance of funds will need to be invested into acceptable investments in order for your investment period for AIP visa purposes to commence – consult your immigration adviser.
05
Funds Invested
Your company transfers the investment funds into the Stakeholders’ Trust account during development of the hotel. Funds begin earning interest immediately.
06
Have a Vacation
Spend at least 21 days in New Zealand over
the 3 year investment term while holding the resident visa.
07
International Hotel Opens
Completion of the hotel triggers settlement and the pre-allocated freehold strata title is transferred into your investment company.
Your unit(s) are required to be part of the hotel pool for 15 years generating pooled income proportional to your shareholding.
Note: After the fifteen year period, there will be two extension options of 5 years each by mutual agreement between the hotel management company and the hotel operator, meaning that participation in the hotel pool could be extended.
08
Become a Kiwi
At the end of the 3 year visa investment period apply to Immigration New Zealand for NZ Permanent Residency. Additional conditions apply, please consult your immigration advisor.
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The Library Bar
The Scholar's Retreat:
A Literary Lounge
This is a space to share more about the business: who's behind it, what it does and what this site has to offer. It’s an opportunity to tell the story behind the business or describe a special service or product it offers. You can use this section to share the company's history or highlight a particular feature that sets it apart from competitors.
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Wholesale Investors Only
Open to Wholesale Investors (within the meaning of clauses 3(2) and 3(3)(b) of Schedule 1 of the Financial Markets Conduct Act 2013, which covers “investment businesses”, persons meeting the “investment activity criteria, “large” persons, “government agencies” or investors who pay a minimum amount of NZ$750,000 for the investment under the offer) Only.
DISCLAIMER: Every Precaution has been taken to establish the accuracy of the material herein at the time of printing, however, no responsibility will be taken for any errors/omissions. Capital values, hotel room rates, hotel occupancy levels and hotel operating expenses rise and fall according to market conditions. Investors are recommended to consider a long-term investment horizon of a minimum 10-12 years. Investors are required to obtain independent immigration, real estate, legal, technical, accounting, financial and taxation advice. All images are for illustrative purposes only and do not represent actual views, finishes or services at Wolfe Heritage Hotel. The material herein was prepared solely for marketing purposes prior to the commencement of construction and the approval of necessary Territorial Authority and other consents. The final building design and materials are subject to Auckland Council approval. The developer reserves the right to increase or decrease the number of hotel units and floors according to market demand and therefore sizes and layouts of hotel units may vary. Financial projections may change up or down as a result. All hotel features, services and operating hours are subject to change. All materials, fittings and fixtures are indicative only and are subject to final brand standard approval by the hotel manager and international brand. Don't invest unless you're prepared to lose some of the money you invest. This is a high-risk investment and even though the investment is an asset backed Hotel Unit, you are unlikely to be fully protected if something goes wrong. All unit prices and figures quoted exclude GST.