As a fund manager, there's some differences between the way money is transferred compared to a regular bank transaction. This means our timeframes take into account the time it takes to value your investment and sell units of your fund. This means withdrawals take 3-4 working days to be received into your nominated bank account.
As a fund manager, there are some differences in the way money is transferred compared to a regular bank transaction. The timeframes we provide take into account the time it takes to value your investment and buy units of your fund. Deposits take 2 ...
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 ...
If your loved one had a Simplicity account please contact the Investor Services team here for the next steps to take. We'll need to know their full name, date of birth and IRD number.
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.