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 any overseas tax details (if you’re a tax resident of any other country).
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 ...
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 ...
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, ...
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 ...
Our Investment Funds are different from term deposits where you invest a set amount for a specified time, and you’re guaranteed a certain rate of return on top of the original amount you invested. With a Simplicity Investment Fund, you’re investing ...