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 photo ID like a passport and driver's licence. Once we've completed our verification checks, we'll send you information about how ...
Is there a minimum investment amount?
There is no minimum initial investment amount and no limit on the value of subsequent deposits. One-off deposits can be made at any time, or you can set up an automatic payment directly from your internet banking.
Can I invest while living overseas?
You can open an Investment Fund while you're living overseas provided you have valid ID, a current home address (it doesn’t need to be a NZ address) and an NZ bank account. Please complete the application here you’ll need to provide your details and ...
How do I sign my kids 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.