Frequently Asked Questions

How do I make a withdrawal?

Our Managed Funds are a fantastic way to get started investing, diversify your portfolio, and add to any current assets you might already have. The money you invest in Managed Funds isn’t locked in until you are 65, unlike KiwiSaver. As a result, you have more flexibility when withdrawing your money. When you make a withdrawal, keep in mind the following:

– Each transaction involving a partial withdrawal (non-regular) must be for $500 or more.

– Regular withdrawals must be at least $100 each transaction and can be set up weekly, fortnightly, or monthly.

–your Managed Funds investment must have a minimum balance of $1,000 for individuals and $25,000 for entities.

Simply complete the withdrawal form to make a withdrawal. Once processed the funds can take up to 10 working days to be received. If you need any further information or simply a bit of help, please feel free to get in touch with one of our experts.