How do I sign my kids children up to Simplicity Investment Funds?
How do I sign my kids 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 childs own email address if they'd prefer to have online access to their Simplicity account.
Please be aware that withdrawals from a child's account can only be paid to a bank account in the child's name. They also take 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 ...
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 ...
Simplicity has ten investment fund options outside of our KiwiSaver scheme. In addition to our four diversified investment funds - Conservative, Balanced, Growth and High Growth funds (0.25% p.a., or $2.50 for every $1000 invested), we have six ...
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 ...
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 ...