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Quotation Notice: Summerset Group Holdings Limited (SUM040)

Listing Change2 March 2023SUMHealthcare

QUOTATION NOTICE: NZX DEBT MARKET
SUMMERSET GROUP HOLDINGS LIMITED (“SUM040”) BONDS

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:

SUM040

ISIN:

NZSUMD0040L5

Details of Issue:

NZ $175,000,000 secured, unsubordinated, fixed rate bonds

Offer Opening Date:

Monday, 27 February 2023

Offer Closing Date:

Thursday, 2 March 2023

Maturity Date:

Interest Rate:

Friday, 9 March 2029

6.59% per annum

Interest Payment Dates:

9 March, 9 June, 9 September, and 9 December of each year up

to and including the maturity date.

Date of First Interest Payment:

Friday, 9 June 2023

First Interest Paid To:


Record Date:

Holder on Record Date


10 calendar days before the relevant Interest Payment Date, or if

that date is not a business day, the immediately preceding

business day.

Minimum Application Amount: NZ $5,000, with multiples of NZ $1,000 thereafter


Minimum Holding:


Minimum Transferable Amount:


NZ $5,000


NZ $1,000

Face Value:

Supervisor:

Lead Manager:

NZ$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 from time to

time) (“Trust Deed”) as modified and supplemented by a

supplemental trust deed dated 27 February 2023 (together, “Trust

Documents”)


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

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


Issue Date:

Thursday, 9 March 2023

Registrar:

Link Market Services Limited

Settlement Status:

NZCDC Settlement System

Expected Commencement of

Trading on the NZX Debt

Market:


Friday, 10 March 2023



Mark Peterson

Chief Executive Officer

NZX Limited


02 03 2023

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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