Liontamer's operations and procedures

It's important to us that our investors feel comfortable with the procedures and controls we have in place to protect them. Over the last few years New Zealand investors have been faced with two major crises; the dramatic failure of credit markets and a crisis of confidence brought about by the collapse of many finance companies, poor sharemarket returns and an uncertain economic outlook.

At Liontamer we believe that in periods of uncertainty it pays to seek out consistency and professionalism from names you know you can trust. From the start we decided that we would always seek the best advice and get the best possible people working for us.


Who oversees Liontamer?

Liontamer has a board of directors responsible for all corporate governance. Our funds are audited annually, we provide regular and detailed reports to the Statutory Supervisor and the Companies Office reviews every Prospectus. In New Zealand the Securities Commission also has a general role in overseeing practices relating to securities law.

Our professional partners

LEGAL AND TAX: Two leading law firms, Bell Gully in New Zealand and Freehills in Australia, provide legal and tax advice on the Investment Statement and Prospectus for each fund.

AUDITOR: PricewaterhouseCoopers conduct an annual audit in accordance with the requirements of the Financial Reporting Act and auditing standards issued by the Institute of Chartered Accountants of New Zealand.

STATUTORY SUPERVISOR: Our funds are overseen by New Zealand Permanent Trustees (a subsidiary of government-owned Public Trust) whose main responsibility is to ensure investors interests are looked after under the terms of the Trust Deed. All money is held by the Statutory Supervisor in trust during the offer period; Liontamer never has direct access to your money.

REGISTRY: Link Market Services hold and maintain client information for many well-known New Zealand companies and manage the unitholder registry for all Liontamer funds.


The investment process