Issuer's description of this product:
Investment in Land, Trees and Carbon with Roger Dickie (N.Z.) Ltd
Minimum investment
This is the minimum amount you would need to put into this in order to invest.
Closing date
This investment does not have a closing date and is a continuous offer.
Scheme type
This investment scheme can be a number of kinds – see the accompanying documents here for more.
Key facts
Provider website
Minimum total to be raised
The issuer of this investment has indicated that a minimum of $1.00 must be raised before it is issued.
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.
AFF_Product Disclosure Statement_01.03.2022.pdf
How this investment works, including about the provider, risks, costs and potential returns
Additional disclosure documents
These are more documents from the provider that can contain interesting information.
AFF_Other Material Information_16.02.2022.pdf
AFF_Expert Letter of Consent_Land Valuations.pdf
AFF_Expert Letter of Consent_Matawai__Tree Crop Val.pdf
AFF_Expert Letter of Consent_Te Koawa_Tree Crop Val.pdf
AFF_Expert Letter of Consent_Matawai_Feasibility Study.pdf
AFF_Expert Letter of Consent_Te Koawa_Feasibility Study.pdf
AFF_Matawai Property_Land Valuation.pdf
AFF_Te Koawa Property_Land Valuation.pdf
AFF_Matawai Property_Tree Crop Val_17.01.2022.pdf
AFF_Te Koawa Property_Tree Crop Val_17.01.2022.pdf
AFF_Matawai Property_Feasibility Study_17.01.2022.pdf
AFF_Te Koawa Property_Feasibility Study_17.01.2022.pdf
AFF_Forestry Right_21.02.2022.pdf
AFF_Deed of lease_21.02.2022.pdf
Statement of investment policy and objectives (SIPO)
A SIPO tells you where the fund managers are coming from. It sets out the governance and management framework, philosophy, strategies and objectives for this investment.
AFF_SIPO_01.03.2022.pdf
Strategies and objectives for this investment
Additional details
Scheme manager
Name
ROGER DICKIE (N.Z.) LIMITED
Type
NZ Limited Company
Website
Registration number in country of origin
NEW ZEALAND
NZBN
9429041643570
FSP Number
Supervisor
Name
COVENANT TRUSTEE SERVICES LIMITED
Offer details
Date registered
02 March 2022
Date opened
09 March 2022
Date closing
None
Further payments may be required
No
Restrictions on transfer
No
Convertible product
No
Intending to list
No
Schedule 1 exemption
No
FMA exemption
No
Reference numbers
Offer
OFR13290: AWATEA FOREST FUND
Scheme
SCH13289: AWATEA FOREST FUND
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. rogerdickie.co.nz