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Octagon Investment Funds Product Disclosure Statement Offer of units in the Octagon Investment Funds Date: 4 October 2023 Investment Manager: Octagon Asset Management Limited Issuer: Forsyth Barr
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Summer New Zealand Equities is a financial reporting requirement for entities, which includes collecting and reporting information about the equity holdings in New Zealand during the summer period.
Entities holding equity investments in New Zealand during the summer period are required to file Summer New Zealand Equities.
To fill out Summer New Zealand Equities, entities need to gather information about their equity holdings in New Zealand during the summer period and report it using the prescribed reporting forms or online portal provided by the regulatory authority.
The purpose of Summer New Zealand Equities is to ensure transparency and visibility into equity holdings in New Zealand during the summer period, assisting regulatory authorities in monitoring and regulating the equity market.
Entities filing Summer New Zealand Equities must report information such as the name of the equity holder, equity holdings in New Zealand during the summer period, market values of the holdings, and any changes or transactions made during that period.
The deadline to file Summer New Zealand Equities in 2023 is 31st March.
The penalty for the late filing of Summer New Zealand Equities may vary based on the regulations set by the regulatory authority. It is advisable to refer to the specific guidelines or consult with the authority for accurate penalty information.
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