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 information about how to access your online account and make your first deposit. If your IDs have expired, please reach out to info@simplicity.kiwi to discuss your scenario.
We also accept applications for joint, children and trust accounts. There's more information about these in the relevant FAQs.
Once you've set up an Investment Fund, it is easy to add another one. You can hold up to eleven Investment Funds (one of each) per member number.
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 ...
You can set up a joint Investment Fund by completing our application form here. If each investor has a different PIR rate, the higher of the two rates will apply. Withdrawals can be requested by either account holder.
Our business is ultimately a social enterprise, so responsible investing is an important issue for us and our members. We specifically exclude investments in companies with significant involvement in activities such as fossil fuel extraction, weapons ...
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 ...
No. You can only have one Investment Funds account in your sole name, and each account can only hold one of each fund type. For example, if you already have a Growth Fund, you won't be able to invest in a second Growth Fund within the same account. ...