Join Simplicity Investment Funds

One easy form

If you're investing as a Trust click here

Please make sure the First Name and Last Name match your name in the ID provided below
 
 
Click to upload


Please Upload a scan or photo of the applicant's bank statement. Showing name, residential address and bank account number.


Please Upload a scan or photo of the applicant's bank statement. Showing name, residential address and bank account number.

Click to upload


A recent letter issued by an institution such as a utility or insurance company, a government department etc.


A recent letter issued by an institution such as a utility or insurance company, a government department etc.


Investment Details

Minimum of $5,000
This fund is designed for members aged 60 and above. Please see here for an explanation why.
This fund may not be appropriate if you are under 60. Please contact us here if you have any questions.
Guaranteed Income payments are available for members over 65 who've been in KiwiSaver for at least 5 years. See here for details.

There's a minimum $50,000 investment for this fund. Amounts smaller than this will be transferred into our KiwiSaver Balanced Fund, not the Guaranteed Income Fund.
Standard KiwiSaver withdrawal provisions apply, see here for details.

There is a minimum $50,000 investment for this fund. Amounts smaller than this will be transferred into our KiwiSaver Balanced Fund, not the Guaranteed Income Fund.
Please note under current law you will not be able to receive any guaranteed income payment until you are at least 65 and have been a member of any KiwiSaver Scheme for at least 5 years.

Identity verification will be completed in accordance with the Financial Transactions Reporting Act 1996 and the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.

By completing and submitting this application form you agree to receive all forms of communication from us by emailing the email address you have provided.

The Privacy Act

The information that you provide us in this application and which you may provide us in the future may be used by Simplicity, the Supervisor and any related entities and by other service providers to the Fund/s to provide services in relation to your investment and to promote to you other products and services. We will provide you (on request) with the name and address of any entity to which your information has been disclosed. If you do not provide the information requested on this application form, we may not be able to process your application. You have the right to access the information held by us and you may also request that it be corrected.
Hi, Just letting you know that you can now save your form and finish it later if you'd like.
The form has been saved and a link has been sent to your email.
Please confirm the main applicant's details and submit below

First name:

Last name:

Date of birth:

Mobile number:

Email:

Address:

IRD Number:

Fund type

PIR Rate:

Initial Investment:

Address Verification: Uploaded

Bank Verification: Uploaded

Ask Artie