Investments in Pools are investments in unit trusts managed by Soteria NZ and are only available to wholesale (or other qualifying) investors in New Zealand or other jurisdictions where we are legally able to offer them. Soteria NZ is not a licensed managed investment scheme manager and offers of units are not “regulated offers” in New Zealand. Investments involve risk (see our Risk Statement) and returns are not guaranteed. We encourage you to invest carefully and obtain independent advice (including tax advice). We do not provide financial advice.
Wholesale and Eligible Investors are defined in law and, broadly speaking, are people or organisations who have sufficient previous investing experience or financial wealth that means they don't require
disclosure or the full legal protection provided to retail investors. The term
Wholesale and Eligible Investor is explained on the FMA website.