BN10.17 Requirement to complete Immigration New Zealand’s “Post Investment Questionnaire”

1. The resident visa holder who was the principal applicant on the original application must complete the INZ post investment questionnaires, as required by the conditions of their resident visa.
2. As part of this questionnaire, the principal applicant must provide basic personal information (such as their age, where they are from and their application number) as well as information regarding their confidence as an investor in New Zealand and whether they have made any further investments in New Zealand that were not required for the grant of their resident visa.
3. If the principal applicant has made any further investments, they must provide details about:
   1. the category of any further investments that they made (for example, bonds, listed equities, managed funds or direct investments); and
   2. approximately how much in NZD they invested in each category.
4. Depending on the type of further investments they have made, the principal applicant may also be asked to confirm the sector that their investment was in (for example, technology, manufacturing or food and beverage).
5. If the principal applicant invested in managed funds or direct investments (whether approved by NZTE under Appendix 15 or not) as part of these further investments, they must also provide details about whether they have provided any further support to New Zealand businesses, and:
   1. if so, an explanation of the nature of this support; or
   2. if not, the reason for this.
6. If the principal applicant has not made any further investments, they must explain the reason for this.
7. Evidence that the questionnaire requirement has been met includes:
   1. submission of the completed questionnaire no later than three months after the first 24 months and the expiry date of the investment period (being 36 months for Growth Category investors and 60 months for Balanced Category investors); and
   2. subsequent written confirmation on file (by a business immigration specialist) that the questionnaire requirements have been met; and
   3. Upon the conclusion of the investment period, removal of the relevant condition imposed on the resident visa under s49(1) of the Immigration Act.

Note: The INZ post-investment questionnaire can be found at (https://www.research.net/r/FQSZ6NY)

Effective 01/04/2025