How do I sign my children up to Simplicity Investment Funds?
How do I sign my children up to Simplicity Investment Funds?
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 parents to the application to give them authority on the account.
If you’re already a member of Simplicity, you can use the same email address provided when you signed up. This allows you to view the accounts under one login, or you can enter your child's own email address if they'd prefer to have online access to their Simplicity account.
You can withdraw funds into the child's or the parent/guardians bank account via the manual withdrawal process on the member app.
Please be aware that the child takes control of their account when they turn 18.
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 ...
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, ...
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 ...
All of our diversified funds (except the Default Fund), have a proportion of the asset class ‘unlisted property’, which is the official asset class name for Simplicity Living. KiwiSaver KiwiSaver High Growth Fund KiwiSaver Growth Fund KiwiSaver ...
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 ...