Yes, you can invest in the name of a trust, but the application process is more involved.
Complete the application form here. You'll need to provide ID for all the trustees and corporate directors (if applicable), a certified copy of the trust deed, any amendments to the trust and some evidence of where the funds have come from. These are legal requirements.
Trust accounts require a minimum balance of $100,000.
You may be able to invest in the name of a company, depending on the Company structure. Please contact us on info@simplicity.kiwi and provide the name and company number and we can provide further information. Company accounts require a minimum ...
Simplicity has eleven investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds, we have one thematic fund - Homes and Income Fund ( all charge ...
You can open an Investment Fund if you’re based in New Zealand, or if you’re a New Zealand citizen living overseas. To apply, you’ll need valid NZ ID, a current home address, which doesn’t need to be a New Zealand address, and a New Zealand bank ...
If your loved one had a Simplicity account please contact the Investor Services team here for the next steps to take. We'll need to know their full name, date of birth and IRD number.
All of our diversified funds (except the Default Fund), have a proportion of the asset class ‘unlisted property’, which is the official asset class name for Simplicity Living. KiwiSaver KiwiSaver High Growth Fund KiwiSaver Growth Fund KiwiSaver ...