Ministry of Economic Development Home
Document Actions

Unit trusts

 

A unit trust is a registered form of investment that is established by a trust deed made between a trustee and a manager.  Registration takes place under the Unit Trusts Act 1960 (the Act).

The Minister in charge of the administration of the Act, currently the Minister of Commerce, must approve the trustee.

The manager has to be either a reporting entity as defined in the Financial Reporting Act 1993 or function as one.

 

Approved trustees

The following entities have been approved as trustees

Read more…

Approved sureties

Approved sureties under section 4(2) Unit Trusts Act 1960

Read more…

Registration information

Learn what is required to register a new unit trust

Read more…

Other filing obligations

Learn about the other filing obligations of unit trusts

Read more…

Removing a unit trust from the register

There is no formal removal process for unit trusts, however section 4(5) of the Act allows the Manager and the Trustee to notify the Registrar in writing that the trust has been terminated.

Read more…

Last updated 3 December 2009

Resources

[internal link] Companies Office Blog.

The Companies Office blog provides a platform for clients to share information, advice and contribute to the development of new services.  Read more...

Other Registers Search

The Companies Office website contains information on a range of other entities.

An Other Registers Search locates other registered entities using either the name or number.  This search will locate the organisations that are currently registered as well as those that have been removed from the register.

There are two options available to you for conducting an search of the other Registers - Other Registers Search and Previous Name Search.  Searching is easy and all information is FREE.

  • An Other Registers Search allows you to locate a registered organisation using the name, registered number or keywords.  This search will locate the organisations that are currently registered as well as those that have been removed from the register (struck off). 
  • A Previous Name Search allows you to locate a registered organisation using a previous name (if the name was changed after 1 July 2006).