Withdrawals
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.
How do I make a withdrawal?
To initiate a withdrawal from your investment account: 1. Log in to the member app and select your Investment Account 2. Scroll down to Your funds and select the fund you would like to withdraw from. 3. Click on Withdrawals under Manage your fund 3. ...
How long do withdrawals take?
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 ...