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 to access your online account and make your first deposit.
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 ten 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 ...
There is no minimum initial investment amount and no limit on the value of subsequent deposits. One-off deposits can be made at any time, or you can set up an automatic payment directly from your internet banking.
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 ...
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 ...
To create a Simplicity Investment Fund account for your child please complete the application form here. You'll need your child's birth certificate, the parent/guardians ID and all of your IRD numbers handy. You have the choice of adding one or two ...