Managing Your Investment: Reinvesting & Exiting

We understand that shareholders' investment horizons can change. While our core objective is to deliver strong long-term returns, we also aim to deliver a strong investor experience by providing potential ways to exit your investment if needed.

 

There are a number of potential exit options available to you, which are designed to provide liquidity for shareholders with different investment horizons:

 

1. Periodic Share Buy-backs (The Company's Offer)

 

• Mechanism: Crossgate Capital intends to make an offer, on a periodic basis, to all shareholders to buy back their Shares.

• Events: The company has successfully completed these offers in the past (e.g., February 2024 and March 2025), meeting all shareholder requests.

• Process: When an offer is made, you would complete an instruction form to sell some or all of your shares back to the company. The shares acquired by the company are then cancelled.

 

2. Trading on the USX (Share Trading Platform)*

 

• Platform: Your shares are listed on the USX (Unlisted Securities Exchange), a New Zealand-based share trading platform. The ticker code is CCL.

• Mechanism: This provides a way to sell your shares if there are interested buyers on the market.

• Broker Requirement: All trading on the USX must be conducted through a USX registered broker (e.g., Craigs Investment Partners, Jarden NZ, Forsyth Barr).

 

3. Share Transfers

 

• Mechanism: We can also potentially facilitate the sale of your shares by matching buyers and sellers if there are interested buyers. We have facilitated multiple trades between Shareholders with the matching process being undertaken during our regular allotment process.
   

If you wish to sell your Shares for any reason, you can contact us directly to discuss the various options.

• Freephone: 0800 378 489 (EQUITY)

• Email: info@crossgatecapital.co.nz

 

For full details on exit options, please refer to the Product Disclosure Statement (PDS).

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*The USX a New Zealand based prescribed exempt financial product market was launched in December 2003 originally trading as the Unlisted Securities trading facility. As at August 2024 the USX has facilitated in excess of 22,000 trades for 401m shares with a value of over $608m. The total market capitalisation has grown to approximately $2b and their issuers have raised over $486m while listed on the market including an IPO. You may be able to sell your Shares on the USX if there are interested buyers. The USX is not a licensed financial product market or regulated under New Zealand financial markets laws. Investors trading in securities quoted on the USX trade at their own risk and do not have the protections provided by Part 5 of the Financial Markets Conduct Act 2013 and the monitoring of market obligations by the Financial Markets Authority (FMA). Efficient Market Services Limited, which operates the USX accepts no responsibility for any statement on this website.