Holly Lea Village

Called the "Village Contribution" (not "deferred management fee" in their own wording, but functions identically). Confirmed identically on two separate village FAQ pages (Holly Lea Village and Pacific Coast Village, both Generus Living): "6.0% in the first year and 12.0% in years two and three on the Entry Payment amount," capping at a maximum of 30% after more than three years of residency, with "no further accumulation" after that point.

Accrues on the Entry Payment amount, not on any later sale/resale price: 6% in year 1 + 12% in year 2 + 12% in year 3 = 30% cumulative cap reached at the 3-year mark; nothing further accrues after three years of residency. (Confirmed identically on Holly Lea Village and Pacific Coast Village FAQ pages.)

Two components, per both confirmed village FAQ pages: a "Village Tariff" (covers operating costs, rates, insurance, maintenance, facilities) and separate "Service Fees" for optional extras (e.g. meals, cleaching). No specific dollar amount for either is published on any page fetched, not published. The Village Tariff is NOT fixed/frozen, but its increases are capped: quoted verbatim, "the full village tariff will never increase by more than the consumers price index and increases will only occur on an annual basis." Service Fees vary by services used and no cap was stated for them.

Not stated explicitly as "the operator keeps capital gains" on any page fetched. What is stated verbatim (identically on Holly Lea and Pacific Coast Village FAQs): the Entry Payment "is refunded to you or your estate, less the Village Contribution, when you leave the Village, regardless of whether the value of the home has increased or decreased." This means the resident's payout is fixed to their original entry payment minus the exit fee, with no share of any increase in value, but no page fetched used the words "capital gain" or named who retains it, so the "who keeps it" attribution beyond this mechanism is not published.

Not published. No page fetched (homepages or FAQ pages of Pacific Coast Village, Holly Lea Village, The Point / Pacific Lakes Village homepages, or the main generusliving.co.nz site) stated a number of days/weeks/months after departure within which the refund is paid.

Entry prices: not published on any page fetched (no price list or price range for units found on Pacific Coast Village, Holly Lea Village, The Point/Mission Bay, or Pacific Lakes Village sites). Service Fees (optional services like meals/cleaning): variable, amount not published. A "Code of Practice" document is referenced as being provided "when you complete an Application for an Occupation Right Agreement" (Pacific Coast Village FAQ) but no link/content was fetched. Only document links actually found on the FAQ pages were Complaints Policy PDFs (Holly Lea: /asset/928.pdf; Pacific Coast Village: /asset/259.pdf), not fee-related. No disclosure statement PDF was located on any page fetched.