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Can I deposit funds from an overseas bank account?
No, we only accept deposits from New Zealand bank accounts. If your money is overseas, you’ll need to transfer it to your NZ bank account first, then make a second transfer from your NZ account to Simplicity.
How do I make a withdrawal?
To initiate a withdrawal from your investment account: To make a withdrawal: Log in to your member account and click on View details on your Investment Funds Under Your funds, choose the fund you want to withdraw from. Select Withdrawals under Manage ...
How do I set up an Investment Fund?
Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and a valid NZ photo ID, like a passport and driver's licence. Once we've completed our verification checks, we'll send you ...
Is there a minimum investment amount?
There is no minimum initial investment amount for individual or joint accounts. For other entities, such as trusts or companies, the minimum initial investment is $100,000. After your account is open, there is no limit on the value of subsequent ...
Can I open a Simplicity Investment Funds account for my grandchildren?
We do allow child investment accounts under our Investment Fund option. However, for investors under the age of 18, accounts can only be opened by a parent or legal guardian. If the parents of your grandchild wish to open an account for the child, ...