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 deposits. You can make one-off deposits at any time, or set up an automatic payment directly from your internet banking.
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 ...
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 ...
For an individual Investment Funds account, we will pay the investment to the personal representative of the investor's estate once we have received the required legal documentation. If the investor left a valid Will, this will usually be the ...
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 ...
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. ...