Join Simplicity Investment Funds

One easy form

For an under 18 account, please enter child's details first. The form will then ask for Guardian details.

For a joint account, see button below to Add Another Individual.

If you're investing as a Trust click here

Please use Sorted's Investor Kickstarter if you need some help finding the right fund for you.

By submitting this application you acknowledge that you have read and accepted the Product Disclosure Statement. All fields need to be filled out unless noted as optional.


Your full name (first, middle and last name) must match the ID you provide. If it doesn’t we will not be able to process your application.
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Please upload a photo or scanned copy of the applicant's bank statement. It must show;

  • Full name (matching application and ID) and,
  • Residential address and,
  • Bank account number.



    • Please upload a photo or scanned copy of the applicant's bank statement. It must show;
  • Full name (matching application and ID) and,
  • Residential address and,
  • Bank account number.


    •
    Click to upload


    Please upload a recent document that matches the address provided in the application and uploaded bank statement. Such as;

  • Utility bill (e.g. phone, power)
  • Government document (e.g. IRD, Studylink etc)
  • Online statement (e.g. insurance, rates, another bank)



    • Please upload a recent document that matches the address provided in the application and uploaded bank statement. Such as;
  • Utility bill (e.g. phone, power)
  • Government document (e.g. IRD, Studylink etc)
  • Online statement (e.g. insurance, rates, another bank)


    •
    Add another Individual


    Investment Details

    Minimum of $1,000
    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.

    By applying to open an Investment Fund account you confirm your intention is to grow your savings.

    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. See here for more info.
    Hi, Just letting you know that you can now save your form and finish it later if you'd like.
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    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

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