01Wholesale Investors

Engagement for wholesale clients only.

Carlisle-APW provides financial services on a wholesale basis only. Eligibility is determined in accordance with the Financial Markets Conduct Act 2013.

02Wholesale Focus

Not for retail clients.

All services provided by Carlisle-APW are delivered on a wholesale basis. We do not provide services to retail clients. Before any engagement, we assess and confirm wholesale eligibility.

This wholesale focus allows us to operate with the discretion, flexibility and institutional rigour that wholesale investors and their advisers expect.

03Eligibility

Wholesale verification.

Wholesale eligibility is assessed before engagement. Indicative criteria include:

  • An investor that meets the wholesale client definition under the Financial Markets Conduct Act 2013
  • An investor acquiring the relevant product or service as a wholesale client
  • An investor for whom eligibility has been assessed and confirmed by Carlisle-APW

Eligibility assessment does not constitute a recommendation or an offer. Wholesale client definitions are set out in the Financial Markets Conduct Act 2013 and related regulations.

04Registered Capabilities

Services delivered on a wholesale basis.

01
Creditor under a credit contract
Non-consumer credit contract
Wholesale
02
Debt restructuring and funding strategy
Refinancing & consulting services
Wholesale
03
Financial advice service
Financial advice provider — wholesale service
Wholesale
04
Keeping, investing, administering or managing money, securities or investment portfolios
On behalf of other persons
Wholesale
05
Manager of a managed investment scheme
Wholesale service
Wholesale
06
Discretionary Investment Management Services (DIMS)
Wholesale service
Wholesale

Initiate a confidential enquiry.

We invite wholesale investors and their advisers to begin an eligibility verification and request further information.

Contact Carlisle-APW

Carlisle-APW provides financial services on a wholesale basis only. Services are not available to retail clients. Eligibility as a wholesale client is determined in accordance with the Financial Markets Conduct Act 2013. This information is general in nature and does not constitute regulated financial advice, an offer of securities, or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investment involves risk, including the potential loss of capital.

Carlisle-APW

Carlisle-APW Total Return Fund. A wholesale investment management business registered on the New Zealand Financial Service Providers Register.

Wholesale Only · FSP1013230
Regulatory Ledger
Entity
Carlisle-APW
FSP No.
FSP1013230
NZBN
9429053874931
Status
FSPR Registered

Carlisle-APW provides financial services on a wholesale basis only. Services are not available to retail clients. Eligibility as a wholesale client is determined in accordance with the Financial Markets Conduct Act 2013. This information is general in nature and does not constitute regulated financial advice, an offer of securities, or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investment involves risk, including the potential loss of capital.

The investment strategy is designed to be capable of meeting the relevant Listed Equities and Bonds requirements for the New Zealand Active Investor Plus Visa — Balanced Category (NZ$10 million investment). Visa eligibility is determined solely by Immigration New Zealand and is subject to the applicable rules and individual circumstances. No representation or warranty is made as to visa approval, and this information does not constitute immigration advice.

© 2026 Carlisle-APW · FSP1013230 · NZBN 9429053874931
New Zealand