My loved one passed away while they were a Simplicity member, what do need to do?
My loved one passed away while they were a Simplicity member, what do need to do?
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.
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 ...
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, ...
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 ...
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 ...
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. ...