 | 2010 |
 | 2010 |
 | 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 |
| 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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| 2008 |
| 2008 |
| December 2008 | |
| The Guardian Cash Fund has reopened as at 10 December 2008 after a 35-day scheduled suspension. The reopening follows the approval of Guardian Trust’s proposal to restructure the Fund at a meeting of unit holders on 8 December 2008. | |
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| November 2008 | |
| New tax rules that came into affect on the 1st April 2008 provide a tax incentive for individuals, companies and Maori Authorities that donate to charity. Changes to the Income Tax Act 2007 aim to encourage a culture of generosity in New Zealand by making it more attractive to give to charities and other non-government organisations, particularly by high-income earners. | |
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| November 2008 | |
| Following the Reserve Bank’s issuing of criteria for the eligibility of Collective Investment Schemes in the Crown Deposit Guarantee Scheme, Guardian Trust is moving to restructure its Cash Fund to align the Fund with these criteria. | |
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| July 2008 | |
| The New Zealand Guardian Trust Company Limited announces that it is moving to protect investors in one of its funds, the Guardian Mortgage Fund, by suspending new investments and withdrawals. It is expected however that income distributions from the Fund will continue. | |
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| May 2008 | |
| With philanthropic giving on the rise, New Zealanders are fostering a culture of generosity that is making a significant social impact to the communities in which we live. In recognition of this, Guardian Trust has launched a new Centre for Philanthropy with the purpose of advancing private philanthropy in New Zealand by helping those with the means to make a difference turn their good intentions into worthwhile results. | |
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| April 2008 | |
| New Zealand is about to become the first country in the world to have all of its land title registration and dealings registered on-line. From the 1st of July 2008, it will be compulsory for all land registrations to be completed online in a process known as e-dealing via the Land Information New Zealand’s (LINZ) Landonline system. The system is already being used successfully for selected conveyancing services. | |
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| February 2008 | |
| Many KiwiSaver investors are set to discover exactly how socially and environmentally friendly their investments really are. From 1st April 2008, KiwiSaver providers will be required to disclose in their investment statements whether or not their investment policies and procedures give consideration to responsible investment principles. | |
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