Fisher Funds Management Ltd’s application under the Overseas Investment Act 2005

Request was for a copy of the Overseas Investment decision on the acquisition of Kiwi Wealth Management by Fisher Funds.

A copy of the Overseas Investment full decision documentation and supporting documentation was released.

Available formats and related files

Vendor Information Form

PDF

350.73 KB
Updated version of Applicant's structure diagram

PDF

47.09 KB
True and correct statutory declaration from FFML

PDF

220.15 KB
Third party submission

PDF

177.13 KB
Response to third party submission

PDF

529.82 KB
Kiwi Group Holdings Limited (KGHL) structure chart

PDF

282.49 KB
KGHL certificate of incorporation

PDF

736.68 KB
Investor Test Statutory Declaration

PDF

239.81 KB
Investor test statutory declaration from Greg Wallace

PDF

641.65 KB
FMA submission

PDF

538.36 KB
Fisher Funds National Interest Assessment report

PDF

623.17 KB
Fisher Funds Assessment Report

PDF

1.54 MB
Financial Markets MBIE submission

PDF

222.57 KB
DPMC comment

PDF

610.36 KB
DOIA 23-182 Response Letter

PDF

853.48 KB
Certificate of Incorporation - FFML TopCo

PDF

735.96 KB
Certificate of Incorporation - FFML HoldCo

PDF

735.9 KB
Application form

PDF

3.13 MB
Applicant's structure diagram

PDF

358.77 KB
Appendix 08 - FFML Annual Report 2022 (including financial statements)

PDF

2.21 MB