ANZ Global Market's Significant Investor Visa complying investment is designed specifically for potential migrants who wish to come to Australia.
Significant Investor Visa
The Significant Investor Visa programme was introduced by the Australian Federal Government on 24 November 2012 as a pathway for high net worth individuals wishing to migrate to Australia. Successful applicants will be required to invest A$5million into complying investments and will be immediately granted a provisional (subclass 188) visa. After holding their investments for a minimum of four years and satisfying the residency requirements they will become eligible for a (subclass 888) permanent visa.
Visa applicants do not need to satisfy the innovation points test and there are no upper age limits. The visa provides work, travel and study rights to the main applicant as well as their immediate family and dependent relatives.
ANZ Opal Fund
ANZ Global Markets is dedicated to providing its clients with access to high quality investment and risk management solutions. Our Sales, Trading and Structuring teams have extensive experience in financial markets, in particular in building customised solutions for the sophisticated investor.
ANZ Global Markets has launched the ANZ Opal Fund which is a complying managed investment scheme and is open only to wholesale investors who have been granted approval in respect of a Significant Investor Visa.
Each class of the ANZ Opal Fund will provide members with 100% capital protection at maturity and upside exposure to Australian equity markets via an equity-linked bond issued to the fund by ANZ. Some classes of the ANZ Opal Fund will also provide regular income distributions to members. Each fund class will be tailored to meet investor requirements and will have a term of 4 years to match the investment holding period required for the Significant Investor Visa. The minimum investment amount per member is A$1million.
Advantages of investing in the ANZ Opal Fund
- The investment will be linked to the performance of the benchmark Australian equity market index; the S&P/ASX 200 Index.
- The investment will be 100% capital protected at maturity regardless of the performance of the Index.
- The investment provides a simple and transparent exposure to the Index so that investors can easily understand the potential returns and risks of their investment.
- No management or performance fees are deducted from the ANZ Opal Fund.
- ANZ is a well-known Australian bank with a strong credit rating.
- The ANZ Opal Fund is a "set and forget" investment that has no active management, requires no ongoing maintenance and is designed to be held until maturity.
For more information please contact your ANZ Private Wealth Manager, your financial adviser or call us toll free on 1800 204 693.
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This document contains general information only. Its purpose is to highlight features of the product described above ("Product") which is offered under a Information Memorandum issued by ANZ ("disclosure document"). It has been prepared without taking into account the objectives, financial situation or needs of any person. It does not contain any recommendations, statements of opinion or advice. Full details of the Product are set out in the disclosure document. The disclosure document is available upon request from your financial adviser or ANZ Private Wealth Manager. Before making an investment decision, you should read the disclosure document in full and seek independent financial, legal, tax and other relevant advice having regard to your particular circumstances. This document is not a "Prospectus" under Australian law and does not constitute an invitation to subscribe for or buy any securities or an offer for subscription or purchase of any securities or a solicitation to engage in or refrain from engaging in any transaction.
The information and any views or opinions in this document are the author's. They are based on information known by the author and on sources which the author believes to be reliable, but may involve material elements of subjective judgement and analysis. Unless specifically stated otherwise: they are current as at the date of issue of this document and are subject to change without notice. All price information is indicative only. Any views or opinions which comprise estimates, forecasts or other projections, are subject to significant uncertainties and contingencies that cannot reasonably be anticipated. Such views and opinions may not always be achieved or prove to be correct. Indications of past performance will not necessarily be repeated in the future. No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Additionally, this document may contain 'forward looking statements'. Actual events or results or actual performance may differ materially from those reflected or contemplated in such forward looking statements. All investments entail a risk and may result in both profits and losses. Foreign currency rates of exchange may adversely affect the value, price or income of or associated with the Product. Investing in the Product may not be suitable for all investors. ANZ and its related bodies corporate and affiliates, and the officers, employees, contractors and agents of each of them (including the author) ("Affiliates"), do not make any representation as to the accuracy, completeness, currency or suitability of the views or opinions in this document.
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Disclosure of interests: This document is prepared by "ANZ Equity Markets" which is a business unit of "ANZ Global Markets" and should not be viewed as independent research. Views or opinions may differ or be contrary to those of ANZ Research or those expressed by other business areas of ANZ or of its Affiliates. "ANZ Research" is a business unit of "ANZ Global Markets" which produces economics research, together with FX, commodity and interest rate market strategy research. Importantly, the Product is issued by ANZ. ANZ and its Affiliates may have an interest in the Product as follows:
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For a full disclosure of interests, please refer to the disclosure document.
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