News

2012

• A new year, a new office
  Guardian Trust has been looking after the wealth and wellbeing of Christchurch and Canterbury families for generations. And we look forward to doing so for generations to come.
  
  Like many businesses in Christchurch our office was damaged in the earthquake, but we look forward to a new year and working with you from our new premises in Riccarton from 7 February 2012.

2011

• Prospectus dated 22 December 2011
  Guardian Trust advises that a prospectus dated 22 December 2011 relating to four new Trustee-only Group Investment Funds has been registered with the Registrar of Financial Service Providers.
  
  The registered version is available for viewing by clicking here and entering company number 115240 in the search area. Investment in the new funds will be limited to clients where Guardian Trust is acting as trustee, attorney or manager. The new funds are not yet available for investment.
  
  
• Prospectus dated 22 December 2011
  Guardian Trust advises that a prospectus dated 22 December 2011 relating to the Guardian Cash Fund, Guardian Small Companies Fund and the Guardian Global Equity Fund has been registered with the Registrar of Financial Service Providers.
  
  The registered version is now available for viewing by clicking here and entering company number 115240 in the search area. The Investment Statement is available by contacting our client services team on 0800 801 135.
  
  
• November 2011 - Updated Prospectus dated 24 November 2011
  Guardian Trust advises that a prospectus dated 24 November 2011 relating to the Guardian Cash Fund, Guardian Small Companies Fund and the Guardian Global Equity Fund has been registered with the Registrar of Financial Service Providers.
  
  The registered version is now available for viewing by clicking here and entering company number 115240 in the search area. The Investment Statement is available by contacting our client services team on 0800 801 135.
  
  
• March 2011 - Guardian Trust confirms that the ninth partial capital repayment to Guardian Mortgage Fund investors, of 3%, is being made on 21 March 2011. This latest repayment brings the total amount repaid to date to 65.25%.
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• March 2011 - The Trust Company Limited (ASX: TRU) today announced that it has completed its acquisition of The New Zealand Guardian Trust Company Limited (Guardian Trust) following receipt of approval from the Overseas Investment Office (OIO) of New Zealand.
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• February 2011 - Our thoughts are with the people of Canterbury following the tragic events of February 22, and with those around the country who are experiencing devastating personal loss.
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2010

• December 2010 Australian-based Suncorp Group announced that it has today entered into a conditional agreement to sell Guardian Trust to leading Australian independent trustee The Trust Company for NZ$42 million, as part of a focused strategy by Suncorp Life to grow its core life and income protection business in New Zealand.
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• November 2010 The trustee and wealth management company Guardian Trust has appointed John Botica as Managing Director.
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• September 2010 Guardian Trust advises investors in the Guardian Mortgage Fund that the annual financial statements for the year ended 31 March 2010 have been registered with the Companies Office.
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• April 2010 Guardian Trust has appointed Graeme Collier as Head of Product Management and Marketing, replacing Philip Morgan Rees who has moved to the role of National Distribution Manager.
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• March 2010 Guardian Trust has appointed Philip Morgan Rees to the role of Head of Distribution, with responsibility for leadership of the company's national office network and development of its personal customer strategy.
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2009

• November 2009 Investors in the Guardian Mortgage Fund have will receive a fourth partial repayment of capital from the Fund of 10% on the 7th December.
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• September 2009 The Financial Statements for Guardian Trust's Group Investment Funds, the Guardian Mortgage Fund and the Guardian CashPlus Mortgage Units Fund for the last financial period have now been made available to investors.
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• June 2009 Investors in the Guardian Mortgage Fund have received a second 10% repayment of capital from the Fund on 16 June, bringing the total capital repaid to investors since the decision was taken to wind up the Fund in February to 25%.
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• June 2009 Guardian Trust confirms that from 8 June 2009 the Guardian CashPlus Fund has the benefit of the Crown Guarantee.
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• April 2009 Guardian Trust has announced the appointment of three senior management positions covering distribution, operations and product management & marketing.
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• March 2009 Guardian Trust has announced that it will make the first repayment of capital to investors in the Guardian Mortgage Fund on 16 March for an amount of 15% of each investor's holdings in the Fund.
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• February 2009 Investors in the Guardian Mortgage Fund have voted overwhelmingly in support of the resolution to enable Guardian Trust to wind up the Fund and begin making partial repayments of capital.
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• January 2009 Guardian Trust is holding a meeting for unit holders of the Guardian Mortgage Fund at 10.30am, 4th February 2009 at the Ellerslie Event Centre to seek investor approval to amend the trust deed and wind up the fund.
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