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Quotation Notice – Summerset Group Hldgs Ltd Bonds (SUM030)

Listing Change11 September 2020SUMHealthcare

QUOTATION NOTICE: NZX DEBT MARKET
SUMMERSET GROUP HOLDINGS LIMITED BONDS (“SUM030”)

NZX Limited, Level 1, NZX Centre, 11 Cable Street, PO Box 2959, Wellington 6140, New Zealand

Tel +64 4 472 7599, www.nzx.com



Company:

Summerset Group Holdings Limited (“SUM”)

Security Code:

SUM030

ISIN:

NZSUMD0030L6

Details of Issue:

NZD $150 million of guaranteed, secured, unsubordinated, fixed

rate bonds ("Bonds")

Opening Date:

Monday, 7 September 2020

Closing Date:

Friday, 11 September 2020

Maturity Date:

Interest Rate:

Tuesday, 21 September 2027

2.30% per annum

Interest Payment Dates:

21 March, 21 June, 21 September and 21 December in each year

up to, and including, the Maturity Date.

Date of First Interest Payment:

Monday, 21 December 2020

First Interest Paid To:


Record Date:

Holder on Record Date


10 calendar days before the relevant payment date at 5:00pm (or,

if that is not a business day, the immediately preceding business

day)


Minimum Application Amount:

$5,000 and multiples of $1,000 thereafter


Minimum Holding:


Minimum Transferable Amount:



$5,000


$1,000


Face Value:

Supervisor:

Joint Lead Managers:

$1.00 per Bond

The New Zealand Guardian Trust Company Limited

ANZ Bank New Zealand Limited, Craigs Investment Partners

Limited, Forsyth Barr Limited, Jarden Securities Limited, Hobson

Wealth Partners Limited (as Co-manager only)

Trust Deed Dated:

Master Trust Deed dated 30 May 2017 (as amended and restated

on 14 December 2018); Supplemental Trust Deed dated 7

September 2020

Issue Date:

Monday, 21 September 2020

Registrar:

Link Market Services Limited (LNKT)

Settlement Status:

NZCDC Settlement System


NZX Limited, Level 1, NZX Centre, 11 Cable Street, PO Box 2959, Wellington 6140, New Zealand

Tel +64 4 472 7599, www.nzx.com


Expected Commencement of

Trading on the NZX Debt

Market:



Tuesday, 22 September 2020



Mark Peterson

Chief Executive Officer

NZX Limited



11 September 2020

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.

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