Legal

Investor disclaimer, legal information and privacy policy

Last updated November 2026

Investor disclaimer

Source Capital Limited (NZ company number 8278320) offers Class A redeemable preference shares only to investors who are wholesale investors under clause 3 of Schedule 1 of the Financial Markets Conduct Act 2013, including investors who invest at least $750,000.

The usual rules on disclosure do not apply to these offers. As a result, you may not receive a complete and balanced set of information, and you will have fewer legal protections than investors in a regulated offer. Before you invest you will be given the prescribed wholesale investor warning and asked to sign an acknowledgement. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.

Legal information

Information Memorandum

The Information Memorandum is provided to wholesale investors only. It is not a Product Disclosure Statement and has not been registered under the Financial Markets Conduct Act 2013. The terms of any investment are set out in the Information Memorandum and the subscription documents, which prevail over anything on this website.

Not financial advice

The information on this website and in the Information Memorandum is general information only. It is not financial, legal, tax or investment advice and does not take into account your objectives, financial situation or needs. You should seek your own professional advice.

No warranty

We take care to keep this information accurate, but we do not warrant that it is complete or free from error. To the extent permitted by law, Source Capital Limited and Source Group Limited accept no liability for any loss arising from reliance on it.

Forecasts and returns

Any forecast or target is based on assumptions that may not prove correct, and actual results may differ materially. Past projects are not a guide to future results. Returns and the repayment of your investment are not guaranteed except as set out in the Information Memorandum. The director guarantee is limited to $1,000,000 and is subject to its terms.

Website terms

This website is operated by Source Capital Limited, a related company of Source Group Limited. Content may change without notice. Links to other websites are provided for convenience and we are not responsible for their content. We do not guarantee that the website will be available at all times or free of viruses or other harmful components.

Privacy policy

We collect, hold and use personal information in line with the Privacy Act 2020.

What we collect

When you make an enquiry we collect the details you give us: your name, email address, phone number, intended investment amount and any message. If you go on to invest, we collect the information needed to process your application, including identity verification details where the law requires them, and your IRD number.

How we use it

• to respond to your enquiry and send you the Information Memorandum
• to confirm your eligibility as a wholesale investor
• to process and administer your investment, including distributions and tax
• to meet our legal and regulatory obligations

Who we share it with

We do not sell your personal information. We share it only with our related company Source Group Limited, with service providers who help us run this website and our business (such as our website host and email providers, which may store data outside New Zealand), with our professional advisers, and where the law requires it.

Cookies and third-party services

This website does not use advertising or tracking cookies. It loads fonts from Google Fonts and some images from sourcegroup.co.nz, so those services receive your IP address when you visit. Enquiry form submissions are processed by our website host, Netlify.

Security and retention

We take reasonable steps to keep your information secure and keep it only for as long as we need it for the purposes above or as the law requires.

Access and correction

You can ask to see or correct the personal information we hold about you by emailing hamish@sourcegroup.co.nz or writing to us at 10/54 View Road, Wairau Valley, Auckland 0627. If you are not satisfied with our response, you can contact the Office of the Privacy Commissioner at privacy.org.nz.