Joseph van Wyk
John Jackson (Senior Trust Capital)
HEAD OF FINANCE
HEAD OF COMPLIANCE
We operate in a highly regulated environment. Senior Trust has a management team with a depth of specialist industry knowledge that has evolved through expertise gained in association with funding retirement villages and aged care facilities throughout New Zealand since 2001.
On the 11th of March 2016 Senior Trust Management Ltd (Senior Trust) was licensed under the Financial Markets Conduct Act 2013 as the manager of the Senior Trust Managed Investment Funds becoming the 16th company in New Zealand at that time to receive this rigorous accreditation.
The license sets high compliance standards for Managers – in how they conduct their business, the financial resources they must have, their governance arrangements and, last but not least, whether the directors of the company are fit and proper to be Managed Investment Scheme managers.
The Fund is also listed on the NZX Main Board and therefore has to comply with market listing rules.
Annual and Half Year Reports
Senior Trust Retirement Village Listed Fund Information Memorandum for QFP offer.
Annual Report 2019
(including audited financial statements year ended 31 March 2019)
Corporate Governance Documents & SIPO
Code of Ethics
Complaints Handling Policy and Process
Conflict of Interest and Related Party Transactions Policy and Procedure
Fit and Proper Policy and Process
Risk and Compliance Framework
Environmental, Social and Governance Policy
Document Disposal and Retention Policy
Statement Of Investment Policies And Objectives (SIPO)
For All Corporate and Investor Enquiries:
Senior Trust Retirement Village Listed Fund
PO Box 113120, Newmarket, Auckland
Attention: John Jackson
Freephone: 0800 609 600
Physical Head Office Address:
44 Constellation Drive, Rosedale, Auckland