Kia ora J M,
 
On behalf of the Ministry of Business, Innovation and Employment I
acknowledge your email of 12/03/2026 requesting, under the Official
Information Act 1982, the following:
 
This is a request under the Official Information Act 1982. Please provide
all information, internal records, and communications held by Immigration
New Zealand from 1 January 2015 to the present regarding the following:

1. OCBC QDII Product Assessments & Multi-Party Communications
All records concerning the eligibility and compliance of OCBC QDII
Products. This request is for all forms of information, including but not
limited to:
•       Internal Records: All internal assessments, technical guidance,
briefing papers, or file notes evaluating the QDII products.
•       External Communications: All correspondence (emails, letters,
meeting minutes, or written records of discussions) between INZ and any
third party (including but not limited to financial institutions, legal
firms, tax advisors, or consultants) regarding the QDII products.
•       Policy Determinations: Any internal 'Technical Discussion' records
or 'Policy Advice' regarding the QDII products.

2. Key Approval Milestones & Precedents
The decision records (including internal file notes and reasoning) and any
specific conditions attached to approvals where OCBC QDII products were
used as the nominated investment. Please redact personal identifiers under
s9(2)(a):
•       First Approval (around 2018): The date and anonymized details of
the first visa application approved (under Investor 1 or 2 categories /
Parent Retirement Resident visa) where the investment was an OCBC QDII.
•       First Approval (under RV2.5.10): The date and anonymized details
of the first visa application approved under the RV2.5.10 framework where
the investment was an OCBC QDII.

3. Internal Instructions & Consistency of Treatment
Any records detailing any internal shift in position, moratorium, or
revised interpretation by INZ regarding the acceptability of OCBC QDII
products.

Please confirm receipt. If any material is withheld, please state the OIA
grounds and provide the rest. Let me know first if charges or narrowing
are needed. I look forward to your timely response.
 
We will endeavour to respond to your request as soon as possible, and no
later than 13/04/2026, being 20 working days after the day your request
was received. If we are unable to respond to your request by then, we will
notify you of an extension of that timeframe. If you have any enquiries
regarding your request feel free to contact us via email to
[1][MBIE request email].
 
Nāku noa, nā
Ministerial Services
Strategy and Assurance
Ministry of Business, Innovation & Employment
15 Stout Street, Wellington 6011 |  P O Box 1473 Wellington 6140

References

Visible links
1. mailto:[MBIE request email]

Kia ora J M
 
Please see attached our response to your request for information under the
Official Information Act 1982.

Ngā mihi nui,
 
Edward
Ministerial Services
Ministry of Business, Innovation and Employment

15 Stout Street, Wellington 6011 | PO Box 1473, Wellington 6140