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 ...
We don’t invest in companies that own proved & probable fossil fuel (coal, oil, or gas) reserves, and companies classified under the Bloomberg DM Ex NZ ESG Screened Index Methodology and the Bloomberg MSCI Global Aggregate Sustainability Select SRI ...
Simplicity has ten investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds (0.25% p.a., or $2.50 for every $1000 invested), we have six ...
You can open an Investment Fund while you're living overseas provided you have valid ID, a current home address (it doesn’t need to be a NZ address) and an NZ bank account. Please complete the application here you’ll need to provide your details and ...
If your loved one had a Simplicity account please contact the Investor Services team at info@simplicity.kiwi for the next steps to take. We'll need to know their full name, date of birth and IRD number.