BN10.5 Evidence of the principal applicant's acceptable investments

1. The principal applicant must make acceptable investments in New Zealand during the 48-month investment period as required by the conditions under section 49(1) of the Immigration Act 2009 (see BN9.1(a)).
2. Evidence of the funds invested into acceptable investments (see BN7.10) and holding investments (see BN7.5) must include the following information:
   1. the full name of the principal applicant; and
   2. the amount invested in New Zealand dollars; and
   3. the date the investment was made; and
   4. the type of investment including the asset class and details of the shares or funds, or firms invested in; and
   5. documentary evidence of the investment and transfers of investments; and/or
   6. a letter from an external and reputable professional (for example, a solicitor or chartered accountant, bank and/or investment broker, or financial advisor), confirming that the funds have been invested.
3. A business immigration specialist may request any other information to satisfy them that the requirements have been met.
4. Evidence that the requirements have been met includes:
   1. submission of the evidence no later than three months after the first 18 months and 36 months of the 48-month investment period; and
   2. subsequent written confirmation on file (by a business immigration specialist) that the investment requirements have been met; and
   3. removal of the relevant condition imposed on the resident visa under s49(1) of the Immigration Act 2009, if applicable.

Effective 19/09/2022