Supporting AIP Investors with a Clear Fund Investment Pathway
The Active Investor Plus Visa (AIP) is more than an investment decision. It is a structured pathway that involves immigration planning, fund transfer, eligible investment, ongoing compliance, and long-term capital management.
In practice, the immigration application, source-of-funds preparation, legal documentation, tax considerations, and communication with Immigration New Zealand should be managed by the investor’s appointed immigration lawyer or other qualified professional advisers.
YES Capital supports investors and their advisers through the fund investment components of the AIP journey, helping make the investment process clearer, more structured, and easier to navigate.
As an AIP fund platform, YES Capital provides focused support across the investment process, including fund information, investment documentation, subscription guidance, funds-receiving arrangements, investment confirmations, ongoing fund updates, and relevant investment records.
Our purpose is to make the fund investment pathway clearer, more organised, and easier to navigate — helping eligible wholesale investors move forward with greater confidence.
AIP Journey and YES Capital’s Support
| AIP Stage | Professional Lead | YES Capital Support |
| Prepare and submit the AIP application | Immigration lawyer or qualified professional adviser | Provides fund information and investment pathway materials for adviser review |
| INZ application review | INZ and the investor’s immigration lawyer or adviser | Responds to fund-related queries and explains the subscription process |
| Approval in Principle issued | INZ and the investor’s immigration lawyer or adviser | Supports preparation for fund subscription, document signing, and funds transfer |
| Transfer and Invest Funds, or TOFI | Investor, bank, adviser, and fund platform | Provides funds-receiving details, subscription documents, and investment confirmation |
| Submit TOFI evidence | Investor and immigration lawyer or adviser | Provides relevant fund investment records and supporting information |
| Resident visa granted with conditions | INZ and the investor’s immigration lawyer or adviser | Provides ongoing fund communication and investment updates |
| Compliance checks during the investment period | Investor and immigration lawyer or adviser | Provides investment holding records, fund updates, and capital deployment information |
| Investment maturity and PRV planning | Investor and professional advisers | Supports exit communication and relevant investment record preparation |
Clear Roles. Better Coordination.
A successful AIP journey requires the right professionals working together.
Immigration lawyers and qualified advisers manage the visa application, source of funds explanation, legal and tax considerations, INZ communication, and compliance submissions.
YES Capital supports the investment side of the process. Our focus is on the fund pathway, investor onboarding, subscription documents, capital receipt, investment confirmations, fund updates, investment records, and exit-related communication.
This clear division of responsibilities helps ensure each stage is handled by the appropriate professional team, while investors receive structured support across the fund investment process.
From Fund Subscription to Ongoing Investment Support
When an investor is ready to proceed with the fund investment process, YES Capital provides clear guidance on investor qualification, AML/KYC requirements, subscription documents, payment instructions, and confirmation of investment.
After funds are invested, YES Capital continues to communicate with investors throughout the investment holding period. This may include updates on capital deployment, fund progress, asset status, governance matters, and relevant investment records.
These updates are designed to help investors and their advisers stay informed throughout the AIP investment lifecycle.
Planning Beyond the Initial Investment
A well-structured AIP investment journey should consider both entry and exit from the beginning.
YES Capital supports investors by communicating the fund’s investment period, liquidity considerations, and potential exit arrangements in accordance with the fund documents and project progress.
Exit planning should always be considered alongside legal, immigration, tax, and financial advice. YES Capital’s role is to help investors better understand how their capital may be managed during and after the required investment period.
A More Confident AIP Investment Experience
YES Capital is committed to supporting eligible wholesale investors through a professional, structured, and transparent fund investment process.
By working alongside investors and their appointed advisers, YES Capital helps make the AIP fund investment journey clearer, more organised, and better aligned with long-term planning.
Our role is simple but important: to support the investment process with clarity, documentation, communication, and discipline — so investors can participate in New Zealand’s AIP pathway with greater confidence.
