Related Articles
How do I make a withdrawal?
To initiate a withdrawal from your Investment Fund please login to your online account and click Withdrawal on the left-hand menu. Here you can follow the steps to verify your bank account and select the amount you’d like to withdraw. For trusts and ...
How do I contribute to someone else's investment account?
Investing in someone else's Investment account is a great thing to do, contributing to the recipient's financial future. Follow these simple instructions: 1. Confirm that the person you are gifting to is a Simplicity Investment Fund member. 2. In ...
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 photo ID like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about how ...
Can I invest in the name of a Company?
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 ...
What fund should I choose?
The fund type you invest in will depend on your reasons for investing, your age and stage of life and also your risk appetite. To find out what kind of investor you are and for other useful information check out some of the tools on sorted.org.nz ...