GMT Retail Unit Offer Opens
Level 2, 18 Viaduct Harbour Avenue, Auckland | PO Box 90940, Victoria Street West, Auckland 1142
Tel +64 9 375 6060 | www.goodman.com/nz
26 September 2019
[Unitholder Name]
[Address 1]
[Address 2]
[Address 3]
[Address 4]
Dear Unitholder
Goodman Property Trust (“GMT”) – Equity Initiatives
It was announced on 18 September that GMT was raising $165 million of new equity through a
Placement and Retail Unit Offer. The new equity will provide additional balance sheet capacity that
will be used to fund current commitments and future investment and development opportunities in
the supply constrained Auckland industrial market.
The Board believes the combination of a Placement and a Retail Unit Offer make the equity
raising fair to all Unitholders. It allows every investor to participate (unless restricted by legal
constraints) and is a cost-effective alternative to a rights issue.
The underwritten Placement was completed on 18 September and raised $150 million. The
Placement Presentation is available online within GMT’s investor centre, www.goodman.com/nz
.
The Retail Unit Offer, seeking $15 million (with the ability to accept up to $10 million of
oversubscriptions at the Manager’s discretion) is now open.
My fellow Directors and I welcome your participation in this Offer.
Retail Unit Offer
Open to Eligible Unitholders in New Zealand, participating investors can purchase up to $50,000
of additional units in GMT without incurring brokerage or other transaction costs. The $50,000
limit allows the vast majority of unitholders to apply for their equivalent pro-rata amount if they
wish to. The issue price of $2.10 per New Unit is the same as in the Placement.
Participation in the Retail Unit Offer is optional. We encourage you to read the Offer Document
accompanying this letter and recommend you seek investment advice from a suitably qualified
professional adviser before you consider investing.
If you decide to participate in the Offer, you need the following to complete your application:
1. APPLICATION FORM Part A: Order Form
Must be correctly completed and signed, with payment either by direct debit
authorisation or cheque.
2. APPLICATION FORM Part B: Supplementary Information
Depending on whether the application is for an Individual, Company or Trust, the
relevant section must be completed and included with the application. It will also
determine what other documents are required.
3. OTHER DOCUMENTS
All applications must include certified copies of proof of identity, proof of address and
certain other documents. This is required to enable GMT, as a unit trust, to comply with
its obligations under the Anti-Money Laundering and Countering Financing of Terrorism
Act 2009.
Please ensure the forms above are completed correctly and your application (together with
certified documents and other attachments) is returned in the reply post envelope, enclosed with
this mailing. The closing date for applications is 18 October 2019.
The New Units are expected to be allotted on or around 24 October 2019. They will rank equally
with existing GMT units at that date and will be eligible for the next quarterly distribution, expected
to be paid in December 2019.
Level 2, 18 Viaduct Harbour Avenue, Auckland | PO Box 90940, Victoria Street West, Auckland 1142
Tel +64 9 375 6060 | www.goodman.com/nz
Proven Investment Strategy
GMT has been repositioned over the last five years and its investment strategy is now 100%
focused on the Auckland industrial market.
The disposal of office assets and the rapid progression of GMT’s development programme, with
$780 million of new projects since 2014, has facilitated the transformation.
With a current market value of around $2.8 billion, GMT owns an industrial portfolio of enviable
quality and scale. It includes nine estates that provide around 1 million sqm of warehouse and
logistics space close to consumers. Approximately 175 customers lease space in the portfolio -
which has an occupancy rate of 99.4% and a weighted average lease term of more than five and
a half years.
The Board has reaffirmed its earnings guidance for the current financial year and cash distributions
totaling 6.65 cents per unit are expected to be paid.
A strategic acquisition, and a package of new development projects, were announced to the NZX
on 12 and 18 September 2019. They add a further $139.9 million to GMT’s current commitments.
The $165 million of new equity being sought through the Placement and Retail Unit Offer will
reduce committed gearing to just 20.7%. It’s a prudent level that provides the balance sheet
capacity to fund GMT’s future development pipeline, and any strategic acquisitions, while
remaining within the Boards preferred gearing range of 25% to 35%.
With around $215 million of projects under construction, a continuation of the current development-
led growth strategy remains the priority.
Completing the build-out of GMT’s greenfield land and activating the value-add opportunities
within the portfolio remain the primary investment objectives. It’s a disciplined approach that we
expect to underpin the growth of the business.
Yours faithfully,
Keith Smith
Chairman and Independent Director
---
This is an important document. You should read the whole document, in conjunction with
the accompanying letter from the Chairman and other information available through NZX
under the ticker “GMT”, before deciding whether to subscribe for New Units.
If you have any doubts as to what you should do, please consult your broker, financial
adviser or other professional adviser.
This document does not constitute an offer of securities in any place outside New Zealand.
In particular, this document does not constitute an offer to sell, or a solicitation of an offer
to buy, any New Units in the Trust in the United States or in any jurisdiction in which such
an offer would be illegal. The New Units to be offered and sold under the unit purchase
plan have not been, and will not be, registered under the U.S. Securities Act of 1933 (the
“U.S. Securities Act”), or the securities laws of any state or other jurisdiction of the United
States, and may not be offered or sold, directly or indirectly, in the United States.
26 SEPTEMBER 2019
Joint Lead Managers
NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES
Goodman Property Trust
Retail Unit Offer
OFFER DOCUMENT
2
Goodman Property Trust
Retail Unit Offer September 2019
GENERAL INFORMATION
This Offer Document has been prepared by Goodman (NZ) Limited as
Manager of Goodman Property Trust. It relates to an offer of New Units
through a unit purchase plan.
The Offer is made in accordance with the exclusion in clause 19 of Schedule
1 of the Financial Markets Conduct Act 2013. This document is not a
product disclosure statement or prospectus and does not contain all of the
information which may be required in order to make an informed investment
decision about the Offer or GMT.
RESTRICTED OFFER
This Offer Document is intended for use only in connection with the Offer
to Eligible Unitholders with a registered address in New Zealand. This Offer
Document does not constitute an offer or invitation in any place in which, or to
any person to whom, it would not be lawful to make such an offer or invitation.
This Offer Document may not be sent or given to any person outside New
Zealand in circumstances in which the Offer or distribution of this Offer
Document would be unlawful. The distribution of this Offer Document
(including an electronic copy) outside New Zealand may be restricted by
law. In particular, this Offer Document may not be distributed to any person,
and the New Units may not be offered or sold, in any country outside New
Zealand except to the extent the Manager may otherwise determine in
compliance with applicable laws.
If you come into possession of this Offer Document, you should observe
any such restrictions. Any failure to comply with such restrictions may
contravene applicable securities law. GMT and the Manager disclaim all
liability to such persons.
NOT FOR DISTRIBUTION OR RELEASE IN THE
UNITED STATES
This Offer Document may not be distributed or released in the United States.
This Offer Document does not constitute an offer to sell, or a solicitation of an
offer to buy, any New Units in the United States or in any jurisdiction in which
such an offer would be illegal. The New Units to be offered and sold under the
unit purchase plan have not been, and will not be, registered under the US
Securities Act or the securities laws of any US state or other jurisdiction of
the United States, and may not be offered or sold, directly or indirectly, in the
United States.
NON STANDARD DESIGNATION
GMT has a Non Standard designation from the NZX due to its governance
structure. GMT has obtained a ruling from NZX Regulation that Units are to
be treated as Equity Securities for the purposes of the Listing Rules, despite
being an issuer of Fund Securities (as those terms are defined in the Listing
Rules). This means that GMT is subject to different Listing Rules than other
issuers of Equity Securities and other issuers of Fund Securities.
For further information, see the NZX Regulation decision dated 6 May 2019,
which is available at www.nzx.com under the code “GMT”.
CONTINUOUS DISCLOSURE OBLIGATIONS
GMT is subject to continuous disclosure obligations under the Listing
Rules. Market announcements are available on GMT’s website and at
www.nzx.com under the code “GMT”.
During the offer period, GMT may make additional releases to NZX.
No release will allow an applicant to withdraw an application without
GMT’s consent, whether or not there has been any permissible variation
of the Offer.
MARKET PRICE MOVEMENTS DURING OFFER
The market price of Units may change between the date this Offer opens,
the date you apply for Units under the Offer, and the date on which the Units
are allotted to you.
Accordingly, the price paid for Units issued under the Offer may be higher or
lower than the price at which Units are trading on the NZX Main Board at the
time the Units are allotted to you under the Offer.
AMENDMENTS TO THE OFFER
Subject to the Listing Rules, the Manager reserves the right to alter the dates
set out in this Offer Document. The Manager reserves the right to withdraw
the Offer and the issue of New Units at any time before the Allotment Date at
its absolute discretion.
NO GUARANTEE
No guarantee is provided by any person in relation to the New Units to be
issued under the Offer. Likewise, no warranty is provided with regard to the
future performance of GMT or any return on any investment made pursuant
to this Offer Document.
PERSONAL INFORMATION
Any personal information you provide on the Application Form will be held by
the Manager and/or the Registrar at the addresses set out in the Directory.
This information will be used for the purposes of administering your
investment in GMT.
This information will only be disclosed to third parties with your consent or if
otherwise required by law. Under the Privacy Act 1993, you have the right to
access and correct any personal information held about you.
QUESTIONS
Enquiries about the Offer can be directed to an NZX Primary Market
Participant, or your solicitor, accountant or other professional adviser.
Please contact the Registrar if you have any questions about the Application
Form that accompanies this Offer Document.
Important information
Capitalised terms in this Offer Document and the accompanying letter from the Chairman have the meaning given to them in the Glossary on page 11.
3
Goodman Property Trust
Retail Unit Offer September 2019
Key terms of the Offer
Equal entitlement
Each Eligible Unitholder has the right to apply for the same dollar amount of New Units, and on the same terms
and conditions, as each other Eligible Unitholder.
Issuer
Goodman (NZ) Limited, as manager for Goodman Property Trust.
Eligible Unitholder
A Unitholder who:
+ on the Record Date of the Offer, was listed in GMT’s unit register with a New Zealand address;
+ does not hold units in the Trust on behalf of another person who resides outside New Zealand;
+ is not, and is not acting for the account or benefit of, a person in the United States.
Issue Price
$2.10 per New Unit, being the same price paid by investors in the Placement.
Application amount
Eligible Unitholders can apply for any amount of New Units up to a maximum value of $50,000.
Maximum amount to be raised
The Manager is accepting applications for up to $15 million of New Units in aggregate, plus up to $10 million
of New Units in oversubscriptions at its discretion.
Applications received in excess of this amount will be scaled on a proportionate basis (with reference
to an Eligible Holder’s holding at the Record Date). Refunds of excess application monies will occur within
5 Business Days of the Allotment Date (without interest).
How to apply
Applications can be made by completing the enclosed Application Form and returning it with payment to
the Registrar.
All applications must include certified identification, residential address and other documents, as required
for unit trusts under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
Closing Date
Applications must be received by 5.00pm on Friday 18 October 2019 (unless the Offer is extended). Please
allow adequate time for postal applications to be received. Applications received after this time may not be
accepted.
New Units issued
New Units will be allotted on 24 October 2019 (unless the Offer is extended).
Participation in the Offer
The information in this Offer Document does not constitute a recommendation to acquire New Units nor does it amount to financial advice.
This Offer Document has been prepared without taking into account the particular needs or circumstances of any investor, including their
investment objectives, financial and/or tax position.
4
Goodman Property Trust
Retail Unit Offer September 2019
Offer timetable
17 September 2019
Record Date for the Offer (5.00pm)
18 September 2019
Offer announcement to the NZX
26 September 2019
Opening Date, with Offer Document and Application Forms sent to Eligible Unitholders
18 October 2019
Closing Date (last day for receipt of the Application Form, with payment and certified identification and
residential address documents)
24 October 2019
Allotment Date of New Units, trading commences
31 October 2019
Allotment statements to be mailed no later than 5 Business Days after the Allotment Date
The dates above are subject to change and are indicative only. The Manager reserves the right to amend this timetable (including by extending
the Closing Date of the Offer) subject to applicable laws and the Listing Rules. The Manager reserves the right to withdraw the Offer and the issue
of New Units at any time before the Allotment Date at its absolute discretion.
5
Goodman Property Trust
Retail Unit Offer September 2019
WHAT IS THE OFFER?
The Offer is an opportunity for Eligible Unitholders to purchase New Units
in GMT without brokerage and other transaction costs.
All New Units issued under the Offer will be of the same class as, and will rank
equally with, Existing Units.
HOW MUCH CAN I INVEST?
Eligible Unitholders, who choose to participate in the Offer, can apply for
any amount of New Units up to a maximum value of $50,000.
WHAT IS THE MAXIMUM AMOUNT BEING RAISED?
The Manager is accepting applications for up to $15 million of New Units
in aggregate, plus up to $10 million of New Units in oversubscriptions at
its discretion.
Applications received in excess of this amount will be scaled on a
proportionate basis (with reference to an Eligible Unitholder’s holding at
the Record Date).
WHO IS ELIGIBLE TO PARTICIPATE IN THE OFFER?
Any GMT Unitholder, who on the Record Date of the Offer, was listed on the
unit register with a New Zealand address, does not hold Units on behalf of
another person who resides outside New Zealand and who is not, and is not
acting for the account or benefit of, a person in the United States.
WHAT IF I OWN UNITS THROUGH A TRUSTEE OR
CUSTODIAN, CAN I PARTICIPATE?
If you own Units through a trustee or Custodian, then, subject to certain
certification requirements and other conditions, you may instruct the trustee
or Custodian to purchase New Units on your behalf.
If you own Units through a trustee or Custodian and also own Units in your
own name, then you may either purchase New Units yourself or instruct your
trustee or Custodian to purchase New Units on your behalf. You may not do
both.
If you are a Custodian, or hold units through a Custodian, please refer to
clause 3 of the terms and conditions.
WHAT ABOUT JOINT HOLDERS?
Joint holders are treated as a single Unitholder under the terms of the Offer.
As a group they can apply for any amount of New Units up to a maximum
value of $50,000.
IS THE OFFER TRANSFERABLE?
No. The opportunity to purchase New Units under the Offer is personal to
you and cannot be transferred to anyone else.
WHO IS EXCLUDED FROM PARTICIPATING?
The Manager considers that the legal requirements of jurisdictions other
than New Zealand are such that it would be unduly onerous to make the
Offer available to Unitholders in those jurisdictions.
The distribution of this Offer Document (including an electronic copy)
outside New Zealand may be restricted by law. Any failure to comply with
such restrictions may contravene applicable securities law. GMT and the
Manager disclaim all liability to such persons.
DO I HAVE TO PARTICIPATE?
No, you do not have to participate in the Offer. Participation is entirely
optional. We recommend you seek investment advice from a suitably
qualified professional adviser before you consider investing.
HOW LONG IS THE OFFER PERIOD?
The Offer opens on 26 September 2019 and is expected to close on
18 October 2019, unless extended.
Eligible Unitholders wanting to participate in the Offer should ensure
they apply by returning the enclosed Application Form with payment (by
cheque or direct debit) and certified identification and residential address
documents, by 5.00pm on the Closing Date.
WHEN WILL THE NEW UNITS BE QUOTED?
The Manager will take any necessary steps to ensure that the New Units
are, immediately after issue, quoted on the NZX Main Board. The NZX Main
Board is a licensed market operated by NZX Limited, which is a licensed
market operator regulated under the Financial Markets Conduct Act 2013.
NZX accepts no responsibility for any statements in this document.
It is expected that Eligible Unitholders participating in the Offer will be able to
commence trading the New Units on the Allotment Date (being 24 October
2019, unless the Offer is extended).
WHAT IS THE ISSUE PRICE FOR THE NEW UNITS?
$2.10 per New Unit, being the same price paid by investors in the Placement.
The market price of GMT Units may change between the date this Offer
opens, the date you apply for Units under the Offer, and the date on which the
Units are allotted to you. Accordingly, the price paid for Units issued under
the Offer may be higher or lower than the price at which Units are trading on
the NZX Main Board at the time the Units are allotted to you under the Offer.
There is also no certainty that New Units will trade at or above the Issue Price
following the issue of New Units under the Offer. Therefore, you should seek
your own financial advice in relation to the Offer and your participation in it.
GMT’s current unit price is quoted on the NZX website: www.nzx.com.
Frequently asked questions
6
Goodman Property Trust
Retail Unit Offer September 2019
HOW DO I APPLY FOR NEW UNITS UNDER THE OFFER?
Applications can be made by completing the enclosed Application Form,
and returning it to the Registrar, together with payment by 5.00pm on the
Closing Date.
All applications must include certified identification, residential address,
and other documents, a requirement for unit trusts under the Anti-Money
Laundering and Countering Financing of Terrorism Act 2009.
Please allow adequate time for mail deliveries. The Manager may choose to
accept late applications, but has no obligation to do so. Once submitted, you
will not be able to withdraw or revoke your application.
WHY DO I NEED TO INCLUDE CERTIFIED
IDENTIFICATION AND ADDRESS DOCUMENTS?
As GMT is a unit trust, the Anti-Money Laundering and Countering Financing
of Terrorism Act 2009 applies in respect of the Offer, which means that
participating Eligible Unitholders must provide certified identification,
residential address and other documents.
See the Application Form for further details.
CAN APPLICATIONS BE REJECTED?
Yes, the Manager may accept or reject any application which it considers
is not completed correctly. The Manager may also correct any errors or
omissions on any Application Form.
The Manager will reject any application that does not include correctly
certified identification, residential address and other documents.
If an application is rejected, all of the amounts paid will be refunded to the
applicant. All refunds will be made without interest.
HOW MANY NEW UNITS WILL I RECEIVE?
You will receive the number of New Units equal to the amount you have
applied for and payment has been received in respect of (subject to any
scaling).
The Manager is accepting applications for up to $15 million of New Units
in aggregate, plus up to $10 million of New Units in oversubscriptions at its
discretion. If the Manager receives applications for more than this amount of
New Units in aggregate, it will scale back the number of Units to be allotted to
each applicant under the Offer as described in accordance with clause 8 of
the terms and conditions.
If your application is scaled, your application monies will be greater than the
value of the New Units you will be allotted. The difference will be refunded to
you (without interest) within 5 Business Days of the Allotment Date.
WHEN WILL I RECEIVE MY NEW UNITS?
You will receive the New Units issued to you under the Offer on the Allotment
Date, which is currently expected to be on 24 October 2019 (unless the Offer
is extended). A statement confirming the number of New Units issued to you
under the Offer will be sent to you no later than 5 Business Days after the
Allotment Date.
The Manager may, subject to the Listing Rules and applicable laws, extend
the Offer by changing the Closing Date and the Allotment Date.
CAN THE OFFER BE CANCELLED?
Yes. However, if the Manager cancels the Offer for any reason, all application
monies will be returned to applicants and no New Units will be allotted under
the Offer. No interest will be payable on any monies returned to applicants.
IS THE OFFER PRO-RATA?
GMT has attempted to make the Offer as fair as possible for Eligible
Unitholders, it is not pro-rata and even if you participate in the Offer, your
percentage holding in GMT may change.
Whether your percentage unitholding in GMT increases or decreases will
depend on the amount of New Units you apply for, how many Units you hold
on the Record Date and Closing Date and how many New Units other Eligible
Unitholders apply for and are allotted under the Offer.
The Application Form details the approximate amount of units that you can
apply for to maintain your same percentage holding taking into account
the Placement and assuming that $165 million is raised in total across the
Placement and the Offer.
WILL I BE DILUTED IF I DO NOT PARTICIPATE?
Your percentage unitholding in GMT will be diluted if you do not participate in
the Offer. Assuming that $165 million is raised in total across the Placement
and the Offer, approximately 78.6 million New Units will be issued and your
holding will be diluted by approximately one twentieth.
WHAT IS GMT’S DISTRIBUTION POLICY?
GMT pays quarterly distributions, within three months of the quarter end.
The Board reviews the distribution at the end of each financial period in light
of operating performance and current market conditions.
The Board has reaffirmed its guidance for the current financial year with cash
distributions of 6.65 cents expected to be paid.
WHERE CAN I GET MORE INFORMATION ABOUT GMT?
Further information about GMT, including market announcements and its
2019 Annual Report (including its financial statements), can be viewed on
GMT’s website: www.goodman.com/nz.
You may obtain, free of charge, a printed copy of GMT’s 2019 Annual Report
(including its financial statements) by contacting the Manager. Contact
details are listed in the Directory of this Offer Document.
FURTHER ASSISTANCE
If you have any further questions about the Offer, please contact your
broker, financial adviser or other professional adviser before making
your investment decision.
7
Goodman Property Trust
Retail Unit Offer September 2019
1. ELIGIBLE UNITHOLDERS
1.1 You may participate in the Offer if you are
an Eligible Unitholder.
1.2 Joint holders of Units are taken to be a
single registered holder of Units for the
purposes of determining whether they are
an Eligible Unitholder and the certificate on
the Application Form is taken to have been
given by all of them.
1.3 If you are an Eligible Unitholder, your rights
under this offer are personal to you and
not renounceable, so you may not transfer
them.
2. ISSUE PRICE AND NUMBER OF
NEW UNITS
2.1 The Issue Price for the New Units is $2.10
per Unit, being the same price paid by
investors in the Placement.
2.2 You will receive the number of New Units
equal to the amount you have applied for
and payment has been received in respect
of (subject to scaling as described in clause
8). If the dollar amount of New Units you
have applied for (or are allocated) does not
equal a whole number of New Units once
divided by the Issue Price, the number of
New Units allotted to you will be rounded
down to the nearest New Unit. Any
difference due to rounding or under $5 will
be retained by GMT.
2.3 Subject to clause 3.2, if you are an Eligible
Unitholder you can apply for any number of
New Units to a maximum application value
of $50,000. The number of New Units
that you receive on the Allotment Date
(being 24 October 2019, unless the offer is
extended) may also be subject to scaling as
described in clause 8.
2.4 Eligible Unitholders may only make one
application. This applies to all Eligible
Unitholders, including those who receive
more than one offer under the Offer (for
example, because they hold Units in more
than one capacity) and including whether
the Eligible Unitholder is applying through a
Custodian or on his or her own behalf.
3. CUSTODIANS
3.1 Any Eligible Unitholder that:
(a) is a trustee corporation or a nominee
company and holds Units in GMT
by reason only of acting for another
person in the ordinary course of
business of that trustee corporation
or nominee company; or
(b) holds Units in GMT by reason only of
being a bare trustee of a trust to which
the Units are subject and is permitted
to operate as a custodian under all
relevant laws,
is a Custodian under the Offer (“Custodian”).
3.2 Custodians may apply to purchase New
Units under this Offer but only up to the
total value of New Units it is validly directed
to apply for on behalf of each beneficial
owner for whom the Custodian acts as a
Custodian. Custodians must confirm to
the Manager that they are holding Units as
a Custodian for those beneficial owners
by providing the written certification to
the Manager described in clause 3.3
below. Each beneficial owner may only
direct the Custodian to apply on behalf
of that beneficial owner for New Units as
described in clauses 2.2 and 2.3.
3.3 If a Custodian applies to purchase New
Units on behalf of one or more beneficial
owners, the Custodian must certify to the
Manager in writing by validly completing
the online application or Application Form
that:
(a) the Custodian holds Units directly or
indirectly as a Custodian for beneficial
owners;
(b) the beneficial owner on whose
behalf the Custodian is submitting an
application is not making a separate
application as an Eligible Unitholder
for New Units under the Offer;
(c) each beneficial owner (or the
beneficial owner’s agent) has
instructed the Custodian to apply for,
and accept, under the Offer the dollar
amount of New Units set out in the
Application Form (or in a schedule
attached to an Application Form); and
(d) no other Custodian is submitting an
application under the Offer for that
beneficial owner.
(e) each Custodian must not participate
in the unit purchase plan on behalf
of, and must not distribute this Offer
Document or any other documents
relating to this unit purchase plan
to, any person in the United States
or elsewhere outside New Zealand.
Failure to comply with these
restrictions may result in violations of
applicable securities laws.
4. COMPLETING AN
APPLICATION AND PAYING
FOR UNITS
4.1 If you wish to participate in the Offer, you
must complete and return the enclosed
Application Form to the Registrar at the
address set out in the Directory. If you
apply, you must provide payment by
cheque or direct debit in New Zealand
dollars, for the amount of New Units you
have specified as applying for on the
Application Form. Cheques must be drawn
on a New Zealand bank account.
4.2 All applications must include certified
identification, residential address and other
documents (and potentially source of funds
information depending on your status),
a requirement for unit trusts under the
Anti-Money Laundering and Countering
Financing of Terrorism Act 2009.
5. THE MANAGER’S DISCRETION
TO ACCEPT OR REJECT
APPLICATIONS
5.1 The Manager has complete discretion
to accept or reject your application to
purchase New Units under the Offer,
including (without limitation) if:
(a) your Application Form is incorrectly
completed, incomplete or otherwise
determined by the Manager to be
invalid;
Terms and Conditions
8
Goodman Property Trust
Retail Unit Offer September 2019
(b) your payment is dishonoured or has
not been completed correctly;
(c) the application does not include
the required certified identification,
residential address and other
documents or source of funds
documents;
(d) the cheque that you enclose with
your Application Form is not in New
Zealand dollars for the exact amount
of New Units that you have specified
on the Application Form;
(e) your application is received after the
Closing Date. While the Manager has
discretion to accept late applications
and payment, there is no assurance
that it will do so. Late applications
and payment, if not processed, will
be returned to you at your registered
address within 5 Business Days of the
Allotment Date or within 5 Business
Days of the date of receipt in respect
of any late applications received after
the Allotment Date;
(f) the Manager believes that you are not
an Eligible Unitholder or Custodian; or
(g) the Manager considers that your
application does not otherwise
comply with these terms and
conditions.
5.2 No interest will be paid on any application
monies returned to you. Any refunds for
whatever reason will be paid to you either
by direct credit to your bank account (if
those details are held by the Registrar) or
by cheque mailed within 5 Business Days
of the Allotment Date or, in respect of late
applications received after the Allotment
Date, within 5 Business Days of the date of
receipt.
6. ACKNOWLEDGEMENTS
6.1 If you apply to purchase New Units under
the Offer, by completing and returning an
application:
(a) your application, on these terms
and conditions, will be irrevocable
and unconditional (i.e. it cannot be
withdrawn);
(b) you certify to the Manager that you
are an Eligible Unitholder entitled
to apply for New Units under these
terms and conditions;
(c) you acknowledge that the Offer may
not proceed;
(d) you certify that your acceptance
of the Offer will not be, or cause, a
breach of any law in any jurisdiction;
(e) you agree to be bound by the
trust deed of GMT, which you may
download for free from the Disclose
Register website: https://disclose-
register.companiesoffice.govt.nz/;
(f) you authorise the Manager (and its
officers or agents) to correct any error
in, or omission from, your application
and to complete your application by
the insertion of any missing details;
(g) you acknowledge that the Manager
may at any time irrevocably determine
that your application is valid, in
accordance with these terms and
conditions, even if the application
is incomplete, contains errors or is
otherwise defective;
(h) you accept the risk associated with
any refund that may be despatched to
you by cheque to your address shown
on GMT’s unit register;
(i) you agree to indemnify GMT and
the Manager for, and to pay to the
Manager within 5 Business Days
of demand, any dishonour fees or
other costs the Manager may incur
in presenting a cheque for payment
which is dishonoured;
( j) you acknowledge that none of
GMT, the Manager, or their advisers
or agents, has provided you with
investment advice or financial
advice, and that none of them has
an obligation to provide advice
concerning your decision to apply for
and purchase New Units under the
O ffe r;
(k) you acknowledge the risk that the
market price of Units may change
between the date of this offer and the
Allotment Date. A change in market
price during this period may affect the
value of the New Units you receive
under the Offer;
(l) you acknowledge that the Manager
is not liable for any exercise of its
discretions referred to in these terms
and conditions;
(m) you irrevocably and unconditionally
agree to these terms and conditions
and agree not to do any act or thing
which would be contrary to the spirit,
intention or purpose of the Offer; and
(n) you acknowledge and agree:
(i) you are not in the United States
and are not acting for the account
or benefit of a person in the
United States (in the event that
you are acting for the account or
benefit of a person in the United
States, you will not be eligible
to participate in respect of that
person);
(ii) the New Units have not been,
and will not be, registered under
the U.S. Securities Act or the
securities laws of any US state
or other jurisdiction of the United
States and may not be offered or
sold, directly or indirectly, in the
United States;
(iii) you have not, and will not, send,
release or distribute this Offer
Document in the United States;
(iv) if in the future you decide to
sell or otherwise transfer the
New Units, you will only do so in
standard brokered transactions
through the NZX where neither
you nor any person acting on
your behalf knows, or has reason
to know, that the sale has been
pre-arranged with, or that the
purchaser is, a person in the
United States.
9
Goodman Property Trust
Retail Unit Offer September 2019
7. ISSUE PRICE
You agree to pay the Issue Price per New
Unit up to the maximum amount you have
specified on your Application Form.
8. SCALING
8.1 The Manager is accepting applications
for up to $15 million of New Units in
aggregate, plus up to $10 million of New
Units in oversubscriptions at its discretion.
If the Manager receives applications for
more than this amount of New Units in
aggregate, applications will be scaled on a
proportionate basis (with reference to an
Eligible Unitholder’s holding at the Record
Date).
8.2 If your application is scaled, your
application monies will be greater than the
value of the New Units you will be allotted.
The difference will be refunded to you
either by direct credit to your bank account
(if those details are held by the Registrar) or
by cheque mailed within 5 Business Days
of the Allotment Date. No interest will be
paid on any application monies returned
to you.
9. THE NEW UNITS
9.1 The New Units issued under the Offer
will rank equally with, and have the same
voting rights, distribution rights and other
entitlements as, existing fully paid Units in
G M T.
9.2 The New Units will be quoted on the
NZX Main Board. The NZX Main Board
is a licensed market operated by NZX
Limited, which is a licensed market
operator regulated under the Financial
Markets Conduct Act 2013. NZX accepts
no responsibility for any statement in this
document.
9.3 You cannot trade in any New Units issued
to you pursuant to the Offer, either as
principal or agent, until quotation of the
New Units on the NZX Main Board in
accordance with the Listing Rules. GMT
expects that the New Units will commence
trading on the NZX Main Board on the
Allotment Date (being 24 October 2019,
unless the Offer is extended).
9.4 The issue of New Units under the Offer up
to a maximum value of $50,000 per Eligible
Unitholder (or per beneficial owner, in the
case of holdings held by a Custodian) is
being made under Listing Rule 4.3.1 (Pro-
rata issues and Share Purchase Plans)
in respect of the first $15,000 of New
Units offered and Listing Rule 4.5 (15%
Placements) in respect of the additional
$35,000 of New Units offered to each
Eligible Unitholder.
10. AMENDMENTS TO THE OFFER
AND WAIVER OF COMPLIANCE
10.1 Notwithstanding any other term or
condition of the Offer, and/or the
Application Form, the Manager may, at its
discretion:
(a) make non-material modifications
to the Offer on such terms and
conditions it thinks fit (in which event
applications for New Units under
the Offer will remain binding on the
applicant notwithstanding such
modification and irrespective of
whether an application was received
by the Registrar before or after such
modification is made); and/or
(b) suspend or terminate the Offer at
any time prior to the issue of the New
Units under the Offer (including by
reviewing the timetable for the Offer).
If the Offer is terminated, application
monies will be refunded to applicants
without interest within 5 Business
Days of termination.
10.2 Subject to New Zealand law (including
the Listing Rules), the Manager reserves
the right to waive compliance with any
provision of these terms and conditions.
10.3 The Manager will notify NZX of any waiver,
amendment, suspension, withdrawal or
termination of the Offer. Approval of any
material changes to the Offer will be sought
from NZX to the extent required under
the Listing Rules.
11. GOVERNING LAW
These terms and conditions shall be
governed by and construed in accordance
with the laws of New Zealand.
12. DISPUTE RESOLUTION
If any dispute arises in connection with
the Offer, the Manager may settle it in
any manner it thinks fit. It may do so
generally or in relation to any particular
Unitholder, applicant, application or Unit.
The Manager’s decision will be final and
binding.
13. INCONSISTENCY
Unless otherwise determined by the
Manager, in the event of any inconsistency
between the terms and conditions of the
Offer and:
(a) the accompanying Letter from the
Chair of the Manager and/or the
Frequently Asked Questions, the
terms and conditions shall take
precedence; or
(b) GMT’s trust deed, GMT’s trust deed
shall take precedence.
10
Goodman Property Trust
Retail Unit Offer September 2019
Glossary
Allotment Date
24 October 2019.
Application Form
means the two documents enclosed with this offer document;
APPLICATION FORM Part A: Order Form
APPLICATION FORM Part B: Supplementary Information
Both documents need completing in accordance with the accompanying instructions.
Board
means the board of directors of the Manager.
Business Day
has the meaning given to that term in the Listing Rules.
Closing Date
means 5.00pm (NZ Time) on 18 October 2019.
Custodian
has the meaning given in clause 3.1 of Part 4 of this Offer Document.
Eligible Unitholder
means a person who, at 5.00pm on the Record Date, was recorded in GMT’s unit register as having an address in
New Zealand.
Existing Unit
means a Unit on issue on the Record Date.
GMT
means Goodman Property Trust.
Issue Price
means $2.10 per New Unit.
Listing Rules
means the listing rules of NZX in relation to the NZX Main Board (or any market in substitution for that market) in force
from time to time, read subject to any applicable rulings or waivers.
Manager
means Goodman (NZ) Limited, the manager of GMT.
New Unit
means a Unit in GMT offered under the Offer of the same class as, and ranking equally in all respects with, GMT’s
quoted Existing Units at the Record Date.
NZX
means NZX Limited.
NZX Main Board
means the main board financial product market operated by NZX.
NZX Primary Market Participant
means any company, firm, organisation, or corporation designated or approved as a primary market participant from
time to time by NZX.
Offer
means the offer detailed in this Offer Document.
Offer Document
means this document.
Opening Date
means 26 September 2019.
Placement
means an offer of $150 million of Units to selected investors on or about 18 September 2019.
Record Date
means 5.00pm on 17 September 2019.
Registrar
means Computershare Investor Services Limited.
Unit
means a fully paid ordinary unit in GMT.
Unitholder
means a registered holder of Units.
11
Goodman Property Trust
Retail Unit Offer September 2019
Directory
Issuer
Goodman (NZ) Limited,
as manager for Goodman Property Trust
Level 2, KPMG Centre
18 Viaduct Harbour Avenue
Auckland 1010
Telephone: +64 9 375 6060
Joint Lead Managers
Jarden Securities Limited
Level 39, ANZ Centre
23-29 Albert Street
Auckland 1010
UBS New Zealand Limited
Level 17, PwC Tower
188 Quay Street
Auckland 1010
Registrar
Computershare Investor Services Limited
Level 2, 159 Hurstmere Road
Takapuna, Auckland 0622
Private Bag 92119
Auckland 1142
Telephone: 0800 359 999
Legal Advisers to the Issuer
Russell McVeagh
Level 30, Vero Centre
48 Shortland Street
Auckland 1010
Joint Lead Managers
www.goodman.com/nz
---
NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES
Goodman Property Trust
Retail Unit Offer
APPLICATION
The Offer Document accompanying this Application Form is important and should be read, in conjunction with the letter from the Chairman,
before deciding whether to subscribe for New Units.
There are two parts to an application:
APPLICATION FORM Part A: Order Form
APPLICATION FORM Part B: Supplementary Information
Both parts need to be completed correctly, please see the instruction sheet attached to this form and the accompanying booklet containing
the supplementary information required under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
CSN / Holder number:
Unitholding as at 5pm on 17 September 2019
1. APPLICATION FOR NEW UNITS
You can apply for New Units in Goodman Property Trust (“GMT”) by completing and returning both Part A and Part B of the Application Form.
Applications can be made up to a maximum value of $50,000.
The number of New Units shown in the box alongside is the number to apply for if you wish to maintain your pro-rata
unitholding in GMT. It assumes that $165 million of equity is raised under both the Placement and Retail Unit Offer (and
excludes discretionary oversubscriptions that GMT may accept).
Please complete the boxes below specifying the number of New Units being applied for and the total value of these New Units.
You can apply for any number of New Units, but no more than 23,809 units which have a value of $49,998.90.
$2 .10
New Unit priceNumber of New Units
$
Value of Application
multiplied byequals
You may receive a refund as a result of any scaling if GMT receives application funds in excess of $25 million in the circumstances as set out in
clause 8.2 of the terms and conditions contained in the Offer Document.
PAYMENT OPTION 1 : DIRECT DEBIT
By signing this Application Form, you agree that the Registrar is authorised to withdraw from this account the full dollar amount of New Units
applied for (or any lesser amount determined by the Manager). The direct debit will be processed on either the day of receipt or the first Business
Day after your correctly completed application is received by the Registrar. Please confirm with your bank that payments can be withdrawn from
this account and ensure that there are sufficient funds in the bank account. Should your direct debit fail, your application will be rejected.
One-time direct debit from
the following bank account:
BankBranch No.Account No.Suffix
Account Holder Name:
Name of Bank:
PAYMENT OPTION 2 : CHEQUE
Enclose a cheque for immediate value drawn on a New Zealand bank, made payable to Goodman Retail Unit Offer. Post dated cheques will not
be accepted. Please see the Terms and Conditions regarding payment.
This Application Form does not constitute an offer to sell, or the solicitation of an offer to buy, New Units in the United States or in any other jurisdiction in which such an
offer would be illegal. The New Units to be offered and sold under the unit purchase plan have not been, and will not be, registered under the U.S. Securities Act, or the
securities laws of any state or other jurisdiction of the United States, and may not be offered or sold, directly or indirectly, in the United States.
Part A : Order Form
APPLICATION FORM
If you are a Custodian acting on behalf of one or more beneficial owners, you must complete this boxed section.
Please state the number of beneficial owners for whom you act as a Custodian:
Please state the total dollar amount of New Units that you are applying
for on behalf of beneficial owners under this CSN:
Please either state the full name(s) of the beneficial owner(s) for whom you act in submitting this Application Form or attach a schedule
of the full names of the beneficial owners for whom you act in submitting this Application Form including each beneficial owner’s dollar
amount of New Units applied for.
2. CERTIFICATION
By accepting this offer and applying for New Units under the Retail Unit Offer, you are agreeing to the Terms and Conditions (in particular those
described in clause 6 of the Offer Document). You are also providing the certification set out in the accompanying instruction sheet, under the
heading “Certification”. Read that section carefully.
3. EXECUTION
This Application Form needs to be signed to be valid.
If this application is on behalf of a joint holding all holders must sign. If a company is signing, it must be signed on behalf of the company by a
person duly authorised for that purpose. If this application is for a trust, it must be signed by all trustees of the trust. lf this Application Form
is signed under a power of attorney, a certificate of non-revocation of power of attorney in the usual form must also be submitted with this
Application Form.
Holder / Director / Authorised PersonHolder / Director / Authorised Person
Holder / Director / Authorised Person
4. PROOF OF IDENTITY AND PROOF OF RESIDENTAL ADDRESS
The Anti-Money Laundering and Countering Financing of Terrorism Act 2009 requires that certified proof of identity and certified proof
of residential address and certain other documents, must accompany this application. Please follow the instructions contained in the separate
booklet entitled APPLICATION FORM Part B: Supplementary Information.
The information you are required to provide will depend on whether you are:
an Individual investor, or
a New Zealand Incorporated Company, or
a Trust.
Without this information, the Manager cannot accept your Application Form.
5. CONTACT DETAILS
Please complete the contact details below, it will assist us if we have any questions regarding your application.
Contact name
Contact phone / mobile number
Contact email address
This offer closes at 5.00pm 18 October 2019, unless extended. Applications must be received by Computershare Investor Services before this
time. Please allow adequate time for mail deliveries. Personal information provided will be held by Computershare Investor Services and/or the
Manager. This information will be used for the purposes of managing your investment in the Retail Unit Offer. Under the Privacy Act 1993, you
have the right to access and correct any personal information held about you.
By supplying the registrar with your current email address, a unitholder agrees that the GMT may communicate electronically where possible.
Part A : Order Form
APPLICATION FORM
Goodman Property Trust
Retail Unit Offer
Instruction Sheet
Instructions on how to complete the APPLICATION FORM Part A: Order Form.
Read carefully the Terms and Conditions contained in the Offer Document. Where the context requires, a
reference to “I”, includes a reference to “we”. If you do not understand the Terms and Conditions, the Application
Form or if you have any questions about what to do in relation to the Retail Unit Offer, please consult your broker,
financial, investment or other professional adviser.
1. APPLICATION FOR NEW UNITS
+ Applications for New Units can only be made by completing:
APPLICATION FORM Part A: Order Form
APPLICATION FORM Part B: Supplementary Information
+ Specify the amount of New Units you wish to apply to purchase and calculate the dollar amount to pay based
on the issue price of $2.10 per New Unit.
+ Make one application only, whether personally or through a Custodian.
+ You must pay in New Zealand dollars by cheque or direct debit as per the instructions in the Offer Document
for the Retail Unit Offer and the Application Form Part A: Order Form.
+ If you are paying by cheque, please enclose a cheque for immediate value drawn on a New Zealand bank,
made payable to Goodman Retail Unit Offer.
+ Do not post date your cheque.
+ Applicants paying by direct debit must complete their bank details and authorisation by no later than 5.00pm
on 18 October 2019, being the Closing Date.
+ Your cheque or direct debit authorisation must be for the same amount as the amount of New Units you
applied for on the Application Form.
+ The Manager is accepting applications for up to $15 million of New Units in aggregate, plus up to $10 million of
New Units in oversubscriptions at its discretion. It may scale acceptances in accordance with clause 8 of the
Terms and Conditions, which may result in you receiving a refund.
2. CERTIFICATION
I irrevocably apply for the amount of New Units indicated on the Application Form (or such greater or lesser
number of New Units as may be allocated to me due to rounding or scaling), and agree that:
+ by applying for New Units, I acknowledge that the Application Form was distributed with the Offer Document
containing the Terms and Conditions dated 26 September 2019, and confirm that I have read the Application
Form and the Offer Document in their entirety. I agree to be bound by the Trust Deed of Goodman Property
Trust and I irrevocably and unconditionally agree to the Terms and Conditions.
If I am not a Custodian, I certify that:
+ my address recorded in Goodman Property Trust’s unit register is in New Zealand or I can otherwise
participate in the Retail Unit Offer in compliance with all applicable laws and I held Units on the Record Date;
+ I am not in the United States and I am not acting for the account or benefit of a person in the United States; and
+ I am not applying for New Units with an aggregate application amount which is more than $50,000 (including
applications made through a Custodian) even though I may have received more than one offer under the
Retail Unit Offer or received offers in more than one capacity under the Retail Unit Offer.
Goodman Property Trust
Retail Unit Offer
If I am a Custodian, I certify that:
+ my address recorded in Goodman Property Trust’s unit register is in New Zealand or I can otherwise
participate in the Retail Unit Offer in compliance with all applicable laws and I hold Units directly or indirectly
as a Custodian for beneficial owners;
+ each beneficial owner (or the beneficial owner’s agent) has instructed me to apply for, and accept, under the
Retail Unit Offer the dollar amount of New Units set out on the Application Form (or set out in the schedule
otherwise provided to Computershare Investor Services);
+ no other Custodian is submitting an application under the Retail Unit Offer for that beneficial owner; and
+ I am not applying for New Units with an aggregate application amount which is more than $50,000 in respect
of any beneficial owner for whom I act as a Custodian.
3. EXECUTION
You should sign this Application Form where indicated.
4. PROOF OF IDENTITY AND PROOF OF RESIDENTAL ADDRESS
The Anti-Money Laundering and Countering Financing of Terrorism Act 2009 requires that certified proof of
identity and certified proof of residential address and certain other documents, must accompany this application.
Please follow the instructions contained in the separate booklet entitled APPLICATION FORM
Part B: Supplementary Information.
The information you are required to provide will depend on whether you are:
an Individual investor, or
a New Zealand Incorporated Company, or
a Tr u s t .
Without this information, the Manager cannot accept your Application Form.
5 . C O N TA C T D E TA I L S
Please fill in your name, daytime telephone number and email address (if you have one) as we may need to
contact you.
Goodman Property Trust
Retail Unit Offer
---
Goodman Property Trust
Retail Unit Offer
Guide to completing your application
Please find the section in this booklet that corresponds to your circumstances, depending if you hold your GMT investment
as an Individual, Company, or Trust.
You can only make one application under the Offer and under one entity.
To complete the Offer application as:
an Individual complete the purple form within this booklet, page 1
a Company complete the blue form within this booklet, or page 5
a Trust complete the orange form within this booklet. page 11
You will need to provide additional certified documentation depending on which option you have applied under.
These must be attached and submitted with your application.
If you hold your investment in a different structure please contact the Issuer listed in the Directory on page 17.
NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES
Part B: Supplementary Information
APPLICATION FORM
Goodman Property Trust
Retail Unit Offer September 2019
This page is intentionally left blank.
PERFORATED FOR DETACHING
1
Goodman Property Trust
Retail Unit Offer September 2019
IDENTIFICATION FORM INDIVIDUAL
Please complete the relevant sections of this Identification Form and attach the supporting information set out in Part 2 Supporting Information.
If there are joint holders with this application please photocopy pages 1 to 4 from this document and complete the requirements for each individual.
Alternatively additional forms can be requested from the Registrar or Issuer listed in the Directory on page 17.
Part 1: INDIVIDUAL IDENTIFICATION
Please provide the following information
Full name
Given Name(s)
Surname
Residential address (must not be a PO Box)
Street Address
Suburb / City / Postcode
Country
If the applicant is not a New Zealand resident
Country of citizenship
Date of birth
(DD/MM/YYYY)
Contact details
Telephone Number – Business Hours / After Hours
/ /( )
Are you a Prominent Public Person?
Tick which of these apply to you
an individual who holds, or has held at any time in the preceding 12 months, in any overseas country a “prominent public function”
(see below)
an immediate family member of a Prominent Public Person, including —
(i) a spouse; or
(ii) a partner, being a person who is considered by the relevant national law as equivalent to a spouse; or
(iii) a child and a child’s spouse or partner; or
(iv) a parent
an individual who has sole beneficial ownership of a legal entity or legal arrangement that is known to exist for the benefit of a
Prominent Public Person
an individual who has joint beneficial ownership of a legal entity or legal arrangement, or any other close relationship, with a Prominent
Public Person
None of these
If you have ticked any of the options above (other than ‘None of these’), please provide details of the public function and the country:
If you have ticked any of the options above (other than ‘None of these’), please provide details of the person’s source of wealth or funds:
A “prominent public function” means:
(i) Head of State or head of a country or government; or
(ii) government minister or equivalent senior politician; or
(iii) Supreme Court Judge or equivalent senior Judge; or
(iv) governor of a central bank or any other position that has comparable influence to the Governor of the Reserve Bank of New Zealand; or
(v) senior foreign representative, ambassador, or high commissioner; or
(vi) high-ranking member of the armed forces; or
(vii) board chair, chief executive, or chief financial officer of, or any other position that has comparable influence in, any State enterprise.
PERFORATED FOR DETACHING
2
Goodman Property Trust
Retail Unit Offer September 2019
IDENTIFICATION FORM INDIVIDUAL
If there are people acting on behalf of the applicant – please provide the following information
Person 1
Full Name or Company Name
Date of Birth (if the person is an individual) or Company number
Street address / Registered office
(if the person is a company, this must be its registered office)
Suburb / City / Postcode
Country
Relationship to the applicant
Person 2
Full Name or Company Name
Date of Birth (if the person is an individual) or Company number
Street address / Registered office
(if the person is a company, this must be its registered office)
Suburb / City / Postcode
Country
Relationship to the applicant
You are acting “on behalf of” the applicant if (without limitation) the applicant, rather than you:
1. Is funding the application for New Units; or
2. Has instructed you to enter into the application for New Units; or
3. Controls whether and when the New Units are disposed of; or
4. Will receive any income from the New Units.
If there are more than two people acting on behalf of the applicant please provide additional details on a separate piece of paper that is marked
with the name of the applicant and include it with this Identification Form.
Tick here if you have included details of additional people acting on behalf of the applicant
ENTITY VERIFICATION INDIVIDUAL
Part 2: SUPPORTING INFORMATION
ALL SUPPORTING INFORMATION MUST BE CERTIFIED
Please refer below for details on how to get your documents certified.
Without supporting information that has been correctly certified, the Manager cannot accept your Application. Please ensure all proof of identity
and proof of residential address documentation is certified by an approved Certifier.
Certification of Documents
All identification and residential address documents need to be certified as true copies. Certified identification and residential address
documents must be dated and signed by the Certifier within the last three months. A person who is authorised to certify documents
must sight the original and the copy, and make sure both documents are identical.
The following persons (“Certifier”) can certify copies of the originals:
(Tick the appropriate capacity of your Certifier)
Commonwealth representative
Lawyer (as defined in the Lawyers and Conveyancers Act 2006)
Notary public
New Zealand Honorary Consul
Member of Parliament
Chartered Accountant (within the meaning of section 19 of the
New Zealand Institute of Chartered Accountants Act 1996)
A person who has legal authority to take statutory declarations or
the equivalent in New Zealand
(as defined in the Oaths and Declarations Act 1957)
Member of the Police
Justice of the Peace
Registered medical doctor
Kaumātua (as verified through a reputable source)
Registered teacher
Minister of religion
In addition, the Certifier must not be:
related to the person; for example, a Certifier cannot be their parent, child, brother, sister, aunt, uncle or cousin;
the spouse or partner of the person;
a person who lives at the same address as the person; or
a person involved in the transaction or business requiring the certification.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
PERFORATED FOR DETACHING
3
Goodman Property Trust
Retail Unit Offer September 2019
ENTITY VERIFICATION INDIVIDUAL
CUSTOMER DUE DILIGENCE INFORMATION REQUIREMENTS
Please follow the instructions on this page for the certified proof of identity and certified proof of residential address each person is required to
provide when making an application for New Units under the offer.
CERTIFIED PROOF OF IDENTITY
There are two different options that can be used as proof of identity. The simplest option is Option 1 below.
Option 2 requires a certified copy of a New Zealand driver licence AND a certified copy of an additional form of identification as listed below.
Option 1 Certified photocopy of:
Appropriate pages of current New Zealand or overseas passport, containing your name, date of birth, photograph and signature
Option 2 Certified photocopy of:
current New Zealand driver licence
AND Certified photocopy of one of:
New Zealand or overseas full birth certificate
a document issued by a registered bank that contains the person’s name and signature, for example a credit card, debit card or
eftpos card
a bank statement issued by a registered bank to the person in the 12 months immediately preceding the date of the application
a SuperGold Card
CERTIFIED PROOF OF IDENTITY
The passport must be current. The passport must contain the name, date of birth, photograph and signature of the person named within and
be issued by the New Zealand or a foreign government, the United Nations or an agency of the United Nations. If the passport is in a language
other than English, a translation prepared by an accredited translator must be included.
The driver’s licence must be a current New Zealand driver’s licence, or a valid and current international driving permit (as defined in rule 88(1)
(b) of the Land Transport (Driver Licensing) Rule 1999) and a licence from another country with a translation, and contain a photograph of the
person named on licence. Both the front and back of the driver’s licence must be provided.
The birth certificate must be issued by the New Zealand government, a foreign government, the United Nations or an agency of the United
Nations.
Please ensure all proof of identity documentation is certified by an approved Certifier writing “I certify this is a true copy of the
original document and represents the identity of [the applicant]”, followed by their signature, printed name, occupation (or capacity
to act as Certifier) and date.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
CERTIFIED PROOF OF RESIDENTIAL ADDRESS
Certified photocopy of one of the following documents (note that documents addressed to PO Boxes are not accepted):
Bank statement
Rates bill
Utility bill
These need to be:
addressed to the person at their current address; and
not more than two months old.
Please ensure all proof of residential address documentation is certified by an approved Certifier writing “I certify this is a true
copy of the original document”, followed by their signature, printed name, occupation (or capacity to act as Certifier) and date.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
PERFORATED FOR DETACHING
4
Goodman Property Trust
Retail Unit Offer September 2019
ENTITY VERIFICATION INDIVIDUAL
APPLICATION CHECKLIST
The Application Form, including Part A and Part B, must be submitted with the following attachments.
Application Checklist
Identification Form – pages 1 to 2 of this booklet
Attachment 1THE APPLICANT must provide the following information:
Certified Proof of Identity: please provide the information requested on page 3.
Certified Proof of residential address: please provide the information requested on page 3.
Attachment 2ALL PERSONS ACTING ON BEHALF OF THE APPLICANT must provide the following information:
To confirm the authority to act, a certified copy of the instrument granting authority to act, i.e.:
Power of attorney
Mandate instrument
Letter of authority
Other certified instrument granting authority to act.
Option 1: if an individual
Certified Proof of Identity: please provide the information requested in Section B: Certified Proof of Identity.
Certified Proof of residential address: please provide the information requested in Section C: Certified Proof of
Residential Address.
Option 2: if a company
an original copy of the certificate of incorporation
Attachment 3Confirm the purpose of the application for New Units
This information is being requested solely for the purpose of the Manager’s regulatory compliance obligations and
maintenance of our investor records. We recommend you consider discussing your response with your financial adviser and/
or tax adviser, to make sure that what you confirm to us is consistent with the treatment of your investment in your tax return.
To receive ongoing income
For estate planning
To preserve capital
Other
To achieve capital growth
Attachment 4If you ticked any of the options under Prominent Public Person (other than ‘None of these’), please confirm and
provide certified source of funds or wealth of the applicant:
Source of funds or wealth of the beneficial ownerSupporting evidence
Salary
Certified copy of not less than two months’ bank statements
Savings or other non-transactional fund
Certified copy of financial statements
Proceeds of sale of an asset
Certified copy of sale and purchase agreement
Gift or inheritance
Other certified document
Investment income
Maturation or cancellation of investment
PERFORATED FOR DETACHING
5
Goodman Property Trust
Retail Unit Offer September 2019
IDENTIFICATION FORM NEW ZEALAND INCORPORATED COMPANY
Please complete the relevant sections of this form and attach the supporting information set out in Part 2 Supporting Information.
Part 1: COMPANY IDENTIFICATION
Please provide the following information
Full name of the company
as registered with Companies Office
Trading name of the company
(if different to the name registered
with Companies Office)
Full address of the company’s
registered office
Street Address
Suburb / City / Postcode
Country
Company number
List the full name and details of each director of the company
Director 1
Full Name
Date of Birth
Street address
Suburb / City / Postcode
Country
Director 2
Full Name
Date of Birth
Street address
Suburb / City / Postcode
Country
Note: If the company has more than two directors please provide additional details on a separate piece of paper that is marked with the name of
the company and company number and include it with this Identification Form.
Tick here if you have included details of additional directors
PERFORATED FOR DETACHING
6
Goodman Property Trust
Retail Unit Offer September 2019
IDENTIFICATION FORM NEW ZEALAND INCORPORATED COMPANY
List the full name and details of each beneficial owner of the company
A beneficial owner is any individual who:
1. Owns, through one or more holdings, more than 25% of the
company; and/or
2. Has effective control of the company; and/or
3. Is the person on whose behalf the application for New Units is made.
For a company the beneficial owners may include:
1. shareholders;
2. senior management, such as the CEO; and
3. any other person with effective control, such as some directors.
Beneficial Owner 1
Full Name
Date of Birth
Street address
Suburb / City / Postcode
Country
Relationship to the company
Beneficial Owner 2
Full Name
Date of Birth
Street address
Suburb / City / Postcode
Country
Relationship to the company
Are either of the Beneficial Owners listed above a Prominent Public Person? Beneficial Owner 1Beneficial Owner 2
Please tick which of the following apply
an individual who holds, or has held at any time in the preceding 12 months, in any overseas
country a “prominent public function” (see below)
an immediate family member of a Prominent Public Person, including—
(i) a spouse; or
(ii) a partner, being a person who is considered by the relevant national law as equivalent to a
spouse; or
(iii) a child and a child’s spouse or partner; or
(iv) a parent
any individual who has sole beneficial ownership of a legal entity or legal arrangement that is known
to exist for the benefit of a Prominent Public Person
any individual who has joint beneficial ownership of a legal entity or legal arrangement, or any other
close relationship, with a Prominent Public Person
None of these
If you have ticked any of the options above (other than ‘None of these’), please provide details of the public function and the country:
Beneficial Owner 1
Beneficial Owner 2
If you have ticked any of the options above (other than ‘None of these’), please provide details of the person’s source of wealth or funds:
Beneficial Owner 1
Beneficial Owner 2
A “prominent public function” means:
(i) Head of State or head of a country or government; or
(ii) government minister or equivalent senior politician; or
(iii) Supreme Court Judge or equivalent senior Judge; or
(iv) governor of a central bank or any other position that has comparable influence to the Governor of the Reserve Bank of New Zealand; or
(v) senior foreign representative, ambassador, or high commissioner; or
(vi) high-ranking member of the armed forces; or
(vii) board chair, chief executive, or chief financial officer of, or any other position that has comparable influence in, any State enterprise.
If the company has more than two beneficial owners please provide additional details on a separate piece of paper that is marked with the name
of the company and company number and include it with this Identification Form.
Tick here if you have included details of additional beneficial owners
PERFORATED FOR DETACHING
7
Goodman Property Trust
Retail Unit Offer September 2019
IDENTIFICATION FORM NEW ZEALAND INCORPORATED COMPANY
List the full name and details of each person acting on behalf of the company (other than a director)
Person 1
Full Name or Company Name
Date of Birth (if the person is an individual) or Company number
Street address / Registered office
(if the person is a company, this must be its registered office)
Suburb / City / Postcode
Country
Relationship to the company
Person 2
Full Name or Company Name
Date of Birth (if the person is an individual) or Company number
Street address / Registered office
(if the person is a company, this must be its registered office)
Suburb / City / Postcode
Country
Relationship to the company
You are acting “on behalf of” the company if (without limitation) the company, rather than you:
1. Are funding the application for New Units; or
2. Has instructed you to enter into the application for New Units; or
3. Controls whether and when the New Units are disposed of; or
4. Will receive any income from the New Units.
This includes persons who have authority to act on behalf of the company in respect of the New Units.
If there are more than two people acting on behalf of the company please provide additional details on a separate piece of paper that is marked
with the name of the company and company number and include it with this Identification Form.
Tick here if you have included details of additional directors or people acting on behalf of the company
Is the company:
1. A vehicle for holding personal assets? Yes
No
2. A company with nominee shareholders or shares in bearer form? Yes
No
Source of Funds or Wealth
If you answered “yes” to either of questions 1 or 2 above, please state below the company’s source of funds or wealth:
Enter company contact details
Contact NameTelephone Number – Business Hours / After Hours
( )
PERFORATED FOR DETACHING
8
Goodman Property Trust
Retail Unit Offer September 2019
ENTITY VERIFICATION NEW ZEALAND INCORPORATED COMPANY
Part 2: SUPPORTING INFORMATION
ALL SUPPORTING INFORMATION MUST BE CERTIFIED
Please refer below for details on how to get your documents certified.
Without supporting information that has been correctly certified, the Manager cannot accept your Application. Please ensure all proof of identity
and proof of residential address documentation is certified by an approved Certifier.
Certification of Documents
All identification and residential address documents need to be certified as true copies. Certified identification and residential address
documents must be dated and signed by the Certifier within the last three months. A person who is authorised to certify documents
must sight the original and the copy, and make sure both documents are identical.
The following persons (“Certifier”) can certify copies of the originals:
(Tick the appropriate capacity)
Commonwealth representative (as defined in the Oaths and Declarations Act 1957)
Member of the Police
Justice of the Peace
Registered medical doctor
Kaumātua (as verified through a reputable source)
Registered teacher
Minister of religion
Lawyer (as defined in the Lawyers and Conveyancers Act 2006)
Notary public
New Zealand Honorary Consul
Member of Parliament
Chartered Accountant (within the meaning of section 19 of the New Zealand Institute of Chartered Accountants Act 1996)
A person who has legal authority to take statutory declarations or the equivalent in New Zealand
In addition, the Certifier must not be:
related to the person; for example, a Certifier cannot be their parent, child, brother, sister, aunt, uncle or cousin;
the spouse or partner of the person;
a person who lives at the same address as the person; or
a person involved in the transaction or business requiring the certification.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
PERFORATED FOR DETACHING
Goodman Property Trust
Retail Unit Offer September 2019
ENTITY VERIFICATION NEW ZEALAND INCORPORATED COMPANY
CUSTOMER DUE DILIGENCE INFORMATION REQUIREMENTS
Please follow the instructions on this page for the certified proof of identity and certified proof of residential address each person is required to
provide when making an application for New Units under the offer.
CERTIFIED PROOF OF IDENTITY
There are two different options that can be used as proof of identity. The simplest option is Option 1 below.
Option 2 requires a certified copy of a New Zealand driver licence AND a certified copy of an additional form of identification as listed below.
Option 1 Certified photocopy of:
Appropriate pages of current New Zealand or overseas passport, containing your name, date of birth, photograph and signature
Option 2 Certified photocopy of:
currentNew Zealand driver licence
AND Certified photocopy of one of:
New Zealand or overseas full birth certificate
a document issued by a registered bank that contains the person’s name and signature, for example a credit card, debit card or
eftpos card
a bank statement issued by a registered bank to the person in the 12 months immediately preceding the date of the application
a SuperGold Card
CERTIFIED PROOF OF IDENTITY
The passport must be current. The passport must contain the name, date of birth, photograph and signature of the person named within
and be issued by the New Zealand or a foreign government, the United Nations or an agency of the United Nations. If the passport is in a
language other than English, a translation prepared by an accredited translator must be included.
The driver’s licence must be a current New Zealand driver’s licence, or a valid and current international driving permit (as defined in rule
88(1)(b) of the Land Transport (Driver Licensing) Rule 1999) and a licence from another country with a translation, and contain a photograph
of the person named on licence. Both the front and back of the driver’s licence must be provided.
The birth certificate must be issued by the New Zealand government, a foreign government, the United Nations or an agency of the United
Nations.
Please ensure all proof of identity documentation is certified by an approved Certifier writing “I certify this is a true copy of the
original document and represents the identity of [the relevant person]”, followed by their signature, printed name, occupation (or
capacity to act as Certifier) and date.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
CERTIFIED PROOF OF RESIDENTIAL ADDRESS
Certified photocopy of one of the following documents is required (note that documents addressed to PO Boxes are not accepted):
Bank statement
Rates bill
Utility bill
These need to be:
addressed to the relevant person at their current address; and
not more than two months old.
Please ensure all proof of residential address documentation is certified by an approved Certifier writing “I certify this is a true copy
of the original document”, followed by their signature, printed name, occupation (or capacity to act as Certifier) and date.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
9
PERFORATED FOR DETACHING
10
Goodman Property Trust
Retail Unit Offer September 2019
ENTITY VERIFICATION NEW ZEALAND INCORPORATED COMPANY
APPLICATION CHECKLIST
The Application Form, including Part A and Part B, must be submitted with the following attachments.
Application Checklist
Identification Form – pages 5 to 7 of this booklet
Attachment 1
Provide an original copy of the certificate of incorporation
Attachment 2If the company is:
a vehicle for holding personal assets; or
a company with nominee shareholders or shares in bearer form
Confirm and provide certified source of funds or wealth of the company
Source of funds or wealth of the companySupporting evidence
Salary
Certified copy of not less than two months’ bank statements
Savings or other non-transactional fund
Certified copy of financial statements
Proceeds of sale of an asset
Certified copy of sale and purchase agreement
Gift or inheritance
Other certified document
Investment income
Maturation or cancellation of investment
Attachment 3ALL DIRECTORS must provide the information required below
Certified Proof of Identity: please provide the information requested in Section B: Certified Proof of Identity.
Certified Proof of residential address: please provide the information requested in Section C: Certified Proof of
Residential Address.
Attachment 4ALL BENEFICIAL OWNERS OF THE COMPANY must provide the information required below
Certified Proof of Identity: please provide the information requested in Section B: Certified Proof of Identity.
Certified Proof of residential address: please provide the information requested in Section C: Certified Proof of
Residential Address.
AND
If you ticked any of the options under Prominent Public Person (other than ‘None of these’), please confirm and provide
certified source of funds or wealth of the beneficial owner:
Source of funds or wealth of the companySupporting evidence
Salary
Certified copy of not less than two months’ bank statements
Savings or other non-transactional fund
Certified copy of financial statements
Proceeds of sale of an asset
Certified copy of sale and purchase agreement
Gift or inheritance
Other certified document
Investment income
Maturation or cancellation of investment
an original copy of the certificate of incorporation
Attachment 5ALL PERSONS ACTING ON BEHALF OF THE COMPANY must provide the information required below
To confirm the authority to act, a certified copy of:
Power of attorney
Mandate instrument
Letter of authority
Other certified instrument granting authority to act
AND
Option 1: if an individual
Certified Proof of Identity: please provide the information requested in Section B: Certified Proof of Identity.
Certified Proof of residential address: please provide the information requested in Section C: Certified Proof of
Residential Address.
Option 2: if a company
an original copy of the certificate of incorporation
Attachment 6Confirm the purpose of the application for New Units
This information is being requested solely for the purpose of the Manager’s regulatory compliance obligations and
maintenance of our investor records. We recommend you consider discussing your response with your financial adviser and/
or tax adviser, to make sure that what you confirm to us is consistent with the treatment of your investment in your tax return.
To receive ongoing income
For estate planning
To preserve capital
Other
To achieve capital growth
PERFORATED FOR DETACHING
IDENTIFICATION FORM TRUST
Please complete the relevant sections of this Identification Form and attach the supporting information set out in Part 2 Supporting Information.
Part 1: TRUST IDENTIFICATION
Please complete the following
Name of Trust
Type of Trust
Street Address
Suburb / City / Postcode
Country where the Trust was established
Common examples of a type of trust could be “Family Trust”, “Superannuation Fund” or “Deceased Estate”
Type of Trust and Beneficiaries
If the trust is a discretionary trust, a charitable trust or a trust with more than ten beneficiaries, list the classes or types of beneficiary.
Leave blank if not applicable
If the trust is a charitable trust, list the objects of the trust.
Leave blank if not applicable
If the trust is not a discretionary trust, a charitable trust or a trust with more than ten beneficiaries, list the full name and birth date of
each beneficiary below.
Name of Beneficiary Date of Birth
If the trust has more than five beneficiaries please provide additional details on a separate piece of paper that is marked with the name of the
trust and include it with this Identification Form.
Tick here if you have included details of additional beneficiaries
Trustee Details – Trustees may be individuals or a company
Trustee 1
Full Name / Company Name
Date of Birth / Company Number
Street address / Registered office
(if the trustee is a company, this must be its registered office)
Suburb / City / Postcode
Country
Trustee 2
Full Name / Company Name
Date of Birth / Company Number
Street address / Registered office
(if the trustee is a company, this must be its registered office)
Suburb / City / Postcode
Country
If the trust has more than two trustees please provide additional details on a separate piece of paper that is marked with the name of the trust and
include it with this Identification Form.
Tick here if you have included details of additional trustees
Full business name of the trustee
Leave blank if not applicable
11
Goodman Property Trust
Retail Unit Offer September 2019
PERFORATED FOR DETACHING
IDENTIFICATION FORM TRUST
Beneficial Owners
– any individual who has effective control of the trust; and/or is the person on whose behalf the application for New Units is made.
For a trust the beneficial owners may include trustees; and any other individual who has effective control over the trust, specific trust property, or with
the power to amend the trust deed, or remove or appoint trustees. This might include (without limitation) a protector or special trustee (if there are any),
or one or more of the beneficiaries of the trust.
Beneficial Owner 1
Full Name
Date of Birth
Street address
Suburb / City / Postcode
Country
Relationship to the Trust
Beneficial Owner 2
Full Name
Date of Birth
Street address
Suburb / City / Postcode
Country
Relationship to the Trust
Are either of the Beneficial Owners listed above a Prominent Public Person? Beneficial Owner 1Beneficial Owner 2
Please tick which of the following apply
an individual who holds, or has held at any time in the preceding 12 months,
in any overseas country a “prominent public function” (see below)
an immediate family member of a Prominent Public Person, including —
(i) a spouse; or
(ii) a partner, being a person who is considered by the relevant national law as equivalent
to a spouse; or
(iii) a child and a child’s spouse or partner; or
(iv) a parent
any individual who has joint beneficial ownership of a legal entity or legal arrangement,
or any other close relationship, with a Prominent Public Person
any individual who has sole beneficial ownership of a legal entity or legal arrangement
that is known to exist for the benefit of a Prominent Public Person
None of these
If you have ticked any of the options above (other than ‘None of these’), please provide details of the public function and the country.
Beneficial Owner 1
Beneficial Owner 2
If you have ticked any of the options above (other than ‘None of these’), please provide details of the person’s source of wealth or funds.
Beneficial Owner 1
Beneficial Owner 2
A “prominent public function” means:
(i) Head of State or head of a country or government; or
(ii) government minister or equivalent senior politician; or
(iii) Supreme Court Judge or equivalent senior Judge; or
(iv) governor of a central bank or any other position that has comparable influence to the Governor of the Reserve Bank of New Zealand; or
(v) senior foreign representative, ambassador, or high commissioner; or
(vi) high-ranking member of the armed forces; or
(vii) board chair, chief executive, or chief financial officer of, or any other position that has comparable influence in, any State enterprise.
If the trust has more than two beneficial owners please provide additional details on a separate piece of paper that is marked with the name of the
trust and include it with this Identification Form.
Tick here if you have included details of additional beneficial owners
12
Goodman Property Trust
Retail Unit Offer September 2019
PERFORATED FOR DETACHING
IDENTIFICATION FORM TRUST
If there are people who act on behalf of the trust (other than as trustee), please complete the following.
Person 1
Full Name / Company Name
Date of Birth / Company Number
Street address / Registered office
(if the person is a company, this must be its registered office)
Suburb / City / Postcode
Country
Relationship to the trust
Person 2
Full Name / Company Name
Date of Birth / Company Number
Street address / Registered office
(if the person is a company, this must be its registered office)
Suburb / City / Postcode
Country
Relationship to the trust
You are acting “on behalf of” the trust if (without limitation) the trust, rather than you:
1. Are funding the application for New Units; or
2. Has instructed you to enter into the application for New Units; or
3. Controls whether and when the New Units are disposed of; or
4. Will receive any income from the New Units.
For a trust, this includes persons who are able to give instructions about the New Units.
If the trustee(s) or an agent of the trust is a company, please include details of the directors and any individuals representing the trust in respect of
this application.
If there are more than two people acting on behalf of the trust, please provide additional details on a separate piece of paper that is marked with the
name of the trust and include it with this Identification Form.
Tick here if you have included details of additional people acting on behalf of the trust
Source of Funds or Wealth (settlor)
Please identify the settlor(s) of the trust and the origin of the settlor’s wealth in the table below.
Name of settlorOrigin of the settlor’s wealth
If there are more than three settlors of the trust, please provide additional details on a separate piece of paper that is marked with the name of the
trust and include it with this Identification Form.
Tick here if you have included details of additional settlors
13
Goodman Property Trust
Retail Unit Offer September 2019
PERFORATED FOR DETACHING
ENTITY VERIFICATION TRUST
Part 2: SUPPORTING INFORMATION
ALL SUPPORTING INFORMATION MUST BE CERTIFIED
Please refer below for details on how to get your documents certified.
Without supporting information that has been correctly certified, the Manager cannot accept your Application. Please ensure all proof of identity
and proof of residential address documentation is certified by an approved Certifier.
Certification of Documents
All identification and residential address documents need to be certified as true copies. Certified identification and residential address
documents must be dated and signed by the Certifier within the last three months. A person who is authorised to certify documents
must sight the original and the copy, and make sure both documents are identical.
The following persons (“Certifier”) can certify copies of the originals:
Commonwealth representative (as defined in the Oaths and Declarations Act 1957)
Member of the Police
Justice of the Peace
Registered medical doctor
Kaumātua (as verified through a reputable source)
Registered teacher
Minister of religion
Lawyer (as defined in the Lawyers and Conveyancers Act 2006)
Notary public
New Zealand Honorary Consul
Member of Parliament
Chartered Accountant (within the meaning of section 19 of the New Zealand Institute of Chartered Accountants Act 1996)
A person who has legal authority to take statutory declarations or the equivalent in New Zealand
In addition, the Certifier must not be:
related to the person; for example, a Certifier cannot be their parent, child, brother, sister, aunt, uncle or cousin;
the spouse or partner of the person;
a person who lives at the same address as the person; or
a person involved in the transaction or business requiring the certification.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
14
Goodman Property Trust
Retail Unit Offer September 2019
PERFORATED FOR DETACHING
ENTITY VERIFICATION TRUST
CUSTOMER DUE DILIGENCE INFORMATION REQUIREMENTS
Please follow the instructions on this page for the certified proof of identity and certified proof of residential address each person is required to
provide when making an application for New Units under the offer.
CERTIFIED PROOF OF IDENTITY
There are two different options that can be used as proof of identity. The simplest option is Option 1 below.
Option 2 requires a certified copy of a New Zealand driver licence AND a certified copy of an additional form of identification as listed below.
Option 1 Certified photocopy of:
appropriate pages of current New Zealand or overseas passport, containing your name, date of birth, photograph and signature
Option 2 Certified photocopy of:
current New Zealand driver licence
AND Certified photocopy of one of:
New Zealand or overseas full birth certificate
a document issued by a registered bank that contains the person’s name and signature, for example a credit card, debit card or
eftpos card
a bank statement issued by a registered bank to the person in the 12 months immediately preceding the date of the application
a SuperGold Card
CERTIFIED PROOF OF IDENTITY
The passport must be current. The passport must contain the name, date of birth, photograph and signature of the person named within
and be issued by the New Zealand or a foreign government, the United Nations or an agency of the United Nations. If the passport is in a
language other than English, a translation prepared by an accredited translator must be included.
The driver’s licence must be a current New Zealand driver’s licence, or a valid and current international driving permit (as defined in rule
88(1)(b) of the Land Transport (Driver Licensing) Rule 1999) and a licence from another country with a translation, and contain a photograph
of the person named on licence. Both the front and back of the driver’s licence must be provided.
The birth certificate must be issued by the New Zealand government, a foreign government, the United Nations or an agency of the United
Nations.
Please ensure all proof of identity documentation is certified by an approved Certifier writing “I certify this is a true copy of the
original document and represents the identity of [the relevant person]”, followed by their signature, printed name, occupation
(or capacity to act as Certifier) and date.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
CERTIFIED PROOF OF RESIDENTIAL ADDRESS
Certified photocopy of one of the following documents is required (note that documents addressed to PO Boxes are not accepted).
Bank statement
Rates bill
Utility bill
These need to be:
addressed to the relevant person at their current address; and
not more than two months old
Please ensure all proof of residential address documentation is certified by an approved Certifier writing “I certify this is a true copy
of the original document”, followed by their signature, printed name, occupation (or capacity to act as Certifier) and date.
Certification must have been carried out in the three months preceding the presentation of the copied documents.
15
Goodman Property Trust
Retail Unit Offer September 2019
PERFORATED FOR DETACHING
ENTITY VERIFICATION TRUST
APPLICATION CHECKLIST
The Application Form, including Part A and Part B, must be submitted with the following attachments.
Application Checklist
Identification Form – pages 11 to 13 of this booklet
Attachment 1
A certified copy of the executed Trust Deed and executed Deed of Variation(s) (if applicable)
Attachment 2Confirm and provide certified source of funds or wealth of the Trust
Source of funds or wealth of the trustSupporting evidence
Salary
Certified copy of not less than two months’ bank statements
Savings or other non-transactional fund
Certified copy of financial statements
Proceeds of sale of an asset
Certified copy of sale and purchase agreement
Gift or inheritance
Other certified document
Investment income
Maturation or cancellation of investment
Attachment 3All TRUSTEES must provide
if an individual
Certified Proof of Identity and Certified Proof of residential address
or, if a company
an original copy of the certificate of incorporation
and
Certified Proof of Identity and Certified Proof of residential address for each director
Attachment 4All PERSONS ACTING ON BEHALF OF THE TRUST must provide to confirm the authority to act, a certified copy of:
Power of attorney
Mandate instrument
Letter of authority
Other certified instrument granting authority to act.
if an individual
Certified Proof of Identity and Certified Proof of residential address
or, if a company
an original copy of the certificate of incorporation
and
Certified Proof of Identity and Certified Proof of residential address
Attachment 5All BENEFICIAL OWNERS OF THE TRUST must provide
Certified Proof of Identity and Certified Proof of residential address if an individual
and
If you ticked any of the options under Prominent Public Person (other than ‘None of these’), please confirm and provide
certified source of funds or wealth of the beneficial owner:
Source of funds or wealth of the beneficial ownerSupporting evidence
Salary
Certified copy of not less than two months’ bank statements
Savings or other non-transactional fund
Certified copy of financial statements
Proceeds of sale of an asset
Certified copy of sale and purchase agreement
Gift or inheritance
Other certified document
Investment income
Maturation or cancellation of investment
Attachment 6Confirm the purpose of the application for New Units
This information is being requested solely for the purpose of the Manager’s regulatory compliance obligations and
maintenance of our investor records. We recommend you consider discussing your response with your financial adviser and/
or tax adviser, to make sure that what you confirm to us is consistent with the treatment of your investment in your tax return.
To receive ongoing income
For estate planning
To preserve capital
Other
To achieve capital growth
16
Goodman Property Trust
Retail Unit Offer September 2019
Directory
Issuer
Goodman (NZ) Limited,
as manager for Goodman Property Trust
Level 2, KPMG Centre
18 Viaduct Harbour Avenue
Auckland 1010
Telephone: +64 9 375 6060
Joint Lead Managers
Jarden Securities Limited
Level 39, ANZ Centre
23-29 Albert Street
Auckland 1010
UBS New Zealand Limited
Level 17, PwC Tower
188 Quay Street
Auckland 1010
Registrar
Computershare Investor Services Limited
Level 2, 159 Hurstmere Road
Takapuna, Auckland 0622
Private Bag 92119
Auckland 1142
Telephone: 0800 359 999
Legal Advisers to the Issuer
Russell McVeagh
Level 30, Vero Centre
48 Shortland Street
Auckland 1010
Goodman Property Trust
Retail Unit Offer September 2019
www.goodman.com/nz
---
Level 2, 18 Viaduct Harbour Avenue, Auckland | PO Box 90940, Victoria Street West, Auckland 1142
Tel +64 9 375 6060 | www.goodman.com/nz
nzx release+
GMT Retail Unit Offer Opens
Date 26 September 2019
Release Immediate
Further to the announcement of 18 September 2019, Goodman (NZ) Limited the
Manager of Goodman Property Trust is pleased to announce the Retail Unit Offer
is now open.
Open to Eligible Unitholders in New Zealand, participating investors can purchase up to
$50,000 of additional units in GMT without incurring brokerage or other transaction
costs. The offer is targeting $15 million of additional equity, with the ability to accept
oversubscriptions of up to $10 million at the Manager’s discretion.
The issue price of $2.10 per New Unit is the same as the Placement undertaken on 18
September 2019.
Details of the offer are being mailed to Unitholders today. The closing date for
applications is 18 October 2019. The New Units are expected to be allotted on or
around 24 October 2019.
For further information, please contact:
Andy Eakin
Chief Financial Officer
Goodman (NZ) Limited
(09) 375 6077
(021) 305 316
About Goodman Property Trust:
GMT is an externally managed unit trust, listed on the NZX. It has a market capitalisation of around $3.0 billion, ranking it in
the top 20 of all listed investment vehicles. The Manager of the Trust is a subsidiary of the ASX listed Goodman Group,
Goodman Group is also the Trust’s largest investor with a cornerstone unitholding of 22%.
GMT is New Zealand’s leading industrial space provider. It has a substantial property portfolio, with a value of $2.8 billion.
The Trust holds an investment grade credit rating of BBB from Standard & Poor’s.
Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.