There are some aspects of this fund which may require extra consideration before deciding to invest.

Restrictions on transfer

There are rules around transfering in and out of this investment, which may depend on eligibility. For example, overseas investors may not be able to transfer into some New Zealand managed funds. Or there may be restrictions on withdrawals, such as not until age 65 for KiwiSaver funds.

Issuer can withhold payment

In this case, the provider of this investment may not pay investors back straight away. This is important to know and acknowledge as you research investments.

Issuer's description of this product:

An offer of debt securities, being secured redeemable shares

Minimum investment

$1.00

This is the minimum amount you would need to put into this in order to invest.

Closing date

Ongoing

This offer does not have a closing date and is a continuous issue. It's likely you'll be able to invest for the forseeable future.

Maturity

Non-fixed

This investment does not have a fixed date of maturity, which can mean flexible or multiple terms are available.

Maturity details

Rate

Non-Fixed

This investment offer does not have a single set rate. This may mean that the rate is variable or that there are multiple rates available.

Rate details

Key facts

Provider website

Issuer's industry

Financial/insurance

Credit ratings

Credit ratings can help you understand whether your investment in bonds will pay or if you'll get your money back. They indicate the long-term ability of the issuer to repay its debts. See also the Reserve Bank's primer on credit ratings and a map of the three scales used by the rating agencies.

Investment credit rating

B/Negative
(Fitch Ratings)

This is the credit rating for this particular bond or debt security.

Issuer credit rating

B/Negative
(Fitch Ratings)

This is the credit rating for the organisation issuing the bond or debt security.

Maturity

Non-fixed

Maturity conditions description

Maturity will depend on the type of share account in which shares are placed

Rate

Non-fixed

Rate calculation description

Interest will be determined based on the type of share account in which shares are placed

Key documents

These are the most important documents that a provider is required to file about this investment.

Product disclosure statement

Before you invest in a product like a fund, you are given a PDS which has essential details about it and the company providing it. Here's more on how to read a PDS.

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Additional disclosure documents

These are more documents from the provider that can contain interesting information.

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Additional details

Issuer details

Name

UNITY CREDIT UNION

Type

Credit Union

Industry

Financial/insurance

NZBN

Credit rating

B/Negative (Fitch Ratings) on 21 January 2024

Supervisor

Name

TRUSTEES EXECUTORS LIMITED

Offer details

Date registered

29 August 2016

Date opened

05 September 2016

Closing date

None

Offer credit rating

B/Negative (Fitch Ratings) on 10 December 2024

Continuous issue

Yes

Further payments may be required

No

Restrictions on transfer

Yes

Issuer can withhold, reduce, or delay payment

Yes

Convertible product

No

Intending to list

No

Schedule 1 exemption

No

FMA exemption

No

Reference numbers

Offer

OFR10833: OFFER OF SECURED REDEEMABLE SHARES IN UNITY CREDIT UNION

Next steps

Want to know more about this investment or how it compares to others? Have a look at its peers.

Product disclosure statement

Take a deeper dive into the PDS, which has essential details about this offer and the company providing it. Here's more on how to read a PDS.

Getting investment advice

Good advice is gold. Everyone can benefit from expert advice, provided the adviser has your interests at heart. Here's how to find one and key questions to ask. 

Interested in investing in this offer? Visit the provider's website. unitymoney.co.nz