Issuer's description of this product:
Investment in Land, Trees and Carbon with Roger Dickie (N.Z.) Ltd
Minimum investment
$20,000
This is the minimum amount you would need to put into this in order to invest.
Closing date
None
This offer does not have a closing date and is a continuous issue. It's likely you'll be able to invest for the foreseeable future.
Scheme type
Other
This is an other type of investment scheme.
The details
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
PDF, 1.82 MB
Additional disclosure documents
These are more documents from the provider that can contain interesting information.
AFF Expert Letterof Consent Matawai Feasibility Study.pdf
PF Olsen Letter of Consent Matawai Feasibility
PDF, 767.58 KB
AFF Matawai Property Feasibility Study 17.01.2022.pdf
Matawai Property Forest Feasibility
PDF, 6.18 MB
AFF Forestry Right 21.02.2022.pdf
Forestry Right Terms of Agreement
PDF, 176.32 KB
AFF Expert Letterof Consent Matawai Tree Crop Val.pdf
PF Olsen Letter of Consent Matawai Tree Crop
PDF, 770.11 KB
AFF Expert Letterof Consent Te Koawa Tree Crop Val.pdf
PF Olsen Letter of Consent Te Koawa Tree Crop
PDF, 770.18 KB
AFF Te Koawa Property Tree Crop Val 17.01.2022.pdf
Te Koawa Tree Crop Valuation
PDF, 3.73 MB
AFF Expert Letterof Consent Land Valuations.pdf
Logan Stone Letter of Consent - Valuations
PDF, 175.78 KB
AFF Matawai Property Land Valuation.pdf
Matawai Land Valuation
PDF, 1.97 MB
AFF Te Koawa Property Land Valuation.pdf
Te Koawa Land Valuation
PDF, 2.01 MB
AFF Other Material Information 16.02.2022.pdf
Other Material Information
PDF, 282.90 KB
AFF Deedoflease 21.02.2022.pdf
Forestry Right Deed of Lease
PDF, 235.40 KB
AFF Matawai Property Tree Crop Val 17.01.2022.pdf
Matawai Tree Crop Valuation
PDF, 5.50 MB
AFF Te Koawa Property Feasibility Study 17.01.2022.pdf
Te Koawa Property Forest Feasibility
PDF, 3.91 MB
AFF Expert Letterof Consent Te Koawa Feasibility Study.pdf
PF Olsen Letter of Consent Te Koawa Feasibility
PDF, 767.73 KB
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
Statement of investment policy and objectives
PDF, 289.03 KB
Additional details
Scheme manager
Name
ROGER DICKIE (N.Z.) LIMITED
Type
NZ Limited Company
Website
NZBN
9429041643570
FSP Number
Supervisor
Name
COVENANT TRUSTEE SERVICES LIMITED
Offer details
Date registered
2 March 2022
Date opened
9 March 2022
Closing date
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