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: To make a withdrawal: Log in to your member account and click on View details on your Investment Funds Under Your funds, choose the fund you want to withdraw from. Select Withdrawals under Manage ...
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 ...