Joining Simplicity
How do I set up an Investment Fund?
Applying for an Investment Fund account only takes a few minutes online here. You'll need to provide your IRD number and NZ photo ID, like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about ...
Is there a minimum investment amount?
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 ...
Can I invest while living overseas?
You can open an Investment Fund if you’re based in New Zealand, or if you’re a New Zealand citizen living overseas. To apply, you’ll need valid NZ ID, a current home address, which doesn’t need to be a New Zealand address, and a New Zealand bank ...
How do I sign my children up to Simplicity Investment Funds?
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 ...
How do joint accounts work?
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.