Managing your investments: Active Investor Plus

Investing your nominated funds

After your application is approved in principle you will have 6 months to transfer and invest your nominated funds into acceptable investments, or on-call investments (if you are investing in managed funds).

Transferring investment funds: Active Investor Plus

Acceptable investments: Active Investor Plus

The total value of your acceptable investments must be at least NZD $5 million for the Growth category, and at least NZD $10 million for the Balanced category.

You must keep the total value of your nominated funds in acceptable investments for the full 36-month or 60-month investment period. This will be in your visa conditions.

When your investment period begins

Your investment period is 36 months if you are applying for the Growth category and 60 months if you are applying for the Balanced category. Your investment period will begin from when you invest your nominated funds into acceptable investments.

If your acceptable investment was made before your visa application was approved in principle, the investment period will start from when your application is approved.

Changing investment categories

You can change from the Growth category to the Balanced category or vice versa. You can only change investment categories once.

If you want to change investment categories, you must do this:

• before your application is approved in principle, or
• within the first 6 months of your visa being approved in principle.

Contact us if you want to change investment categories.

InvestorFundsQueries@mbie.govt.nz

Changing your acceptable investment during the investment period

You can change your acceptable investments during the investment period.

You can sell an investment during the investment period either because you choose to or due to reasons outside your control. If you do this, you must reinvest the funds into another acceptable investment. You must re-invest the initial amount you invested, minus any losses. You do not need to re-invest profits made from the investment.

You must make any changes in investments within:

• 90 days for direct investments or managed funds approved by NZTE, and
• 30 days for listed equities, philanthropy, property development or bonds.

Timeframes start from the first working day after the funds are returned to you.

Re-investing returned funds from direct investments or managed funds

You can reinvest any funds returned from a direct investment or managed fund into an acceptable Balanced category investment if:

• you have less than 6 months left of your investment period, or
• the amount returned to you is less than NZD $1 million, as this amount may be too low to invest into another direct investment or managed fund.

You must contact us and get approval to invest into an acceptable Balanced category investment, if you are changing investments due to having less than NZD $1 million returned to you. We may ask you for evidence that shows you are unable to invest in another direct investment or managed fund. If we approve your request you will have 30 days from the approval date to transfer and invest the funds.

InvestorFundsQueries@mbie.govt.nz

Acceptable investments: Active Investor Plus

Providing evidence that your funds have remained invested in New Zealand

If you apply for the Growth category you must keep at least NZD $5 million in acceptable investments in New Zealand for 36 months. You must provide evidence that your nominated funds have remained invested in New Zealand at 24 months and at 36 months.

If you apply for the Balanced category you must keep at least NZD $10 million in acceptable investments in New Zealand for 60 months. You must provide evidence that your nominated funds have remained invested in New Zealand at 24 months and at 60 months.

You must provide this evidence within 3 months (from the 24, 36 or 60 month date).

For example if you make your investments in New Zealand under the Growth category on 18 March 2026, you must provide evidence that your funds have remained invested in New Zealand on 18 March 2028. You will have until 18 June 2028 at the latest to provide this evidence to us.

Acceptable investments: Active Investor Plus

Email your evidence to: InvestorFundsQueries@mbie.govt.nz

Direct investments

You should provide the company register extract.

Managed Funds

You should provide a letter from the Fund Manager confirming committed your capital is still invested in the fund.

Listed equities

You should provide trade reports, transaction reports, holding reports and cash account transaction reports from your investment portfolio.

Philanthropy

You should provide a letter from the charity organisation confirming the funds have been donated.

Bonds

You should provide trade reports, transaction reports, holding reports and cash account transaction reports from your investment portfolio.

Property

You should provide:

• evidence that funds are still committed to a development project
• the property title, if applicable
• evidence that the property development is ongoing
• evidence that the investment funds are being used as working capital to fund development costs.