When are my buys and sells completed?

When are my buy and sells completed?

Q: What happens if InvestNow decides to stop supporting an investment I hold through the service?

[fusion_builder_container hundred_percent="no" equal_height_columns="no" menu_anchor="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" video_mp4="" video_webm="" video_ogv="" video_url="" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" overlay_color="" overlay_opacity="0.5" video_preview_image="" border_size="" border_color="" border_style="solid" margin_top="" margin_bottom="" padding_top="20px" padding_right="" padding_bottom="20px" padding_left=""][fusion_builder_row][fusion_builder_column type="1_1" layout="1_1" spacing="" center_content="no" hover_type="none" link="" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" class="" id="" background_color="" background_image="" background_position="left top" background_repeat="no-repeat" border_size="0" border_color="" border_style="solid" border_position="all" padding="" dimension_margin="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_text]It is important to note that the investments that can be held through the service are subject to change. If you hold an investment and the InvestNow decides to stop supporting it, we will notify you. We may then determine that the investment will need to be sold or transferred into your own name.[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

The cut-off time for the receipt of buy or sell orders and cleared funds for all Funds is currently 12pm NZ time (Monday to Friday, excluding national public holidays).

If buy or sell orders are accepted before the cut-off time for a Fund on a valuation day, units will normally be issued or redeemed price determined at the end of that day.

Please note that this does not apply to Russell Investments, Antipodes Partners, Elevation Capital or Pie Funds:

Russell Investments NZ PIE funds – for […]

By Mike Heath|2025-09-01T14:31:05+12:00December 18th, 2016|Account Questions, Investment Portfolio Management Questions, Product/Choosing Products Questions|Comments Off

Can I switch my investment from one fund into another?

There is no functionality offered on InvestNow to facilitate this. If you want to switch from one fund to another, you have to sell the first one, wait until the sale proceeds are in your Transaction Account and then buy the second fund.

By Mike Heath|2019-06-14T13:43:46+12:00December 18th, 2016|Investment Portfolio Management Questions|Comments Off

Do any minimums apply for when I want to sell any Managed Funds?

Yes – if you chose a dollar value for the sale, the sale can be no lesser than the indicative unit price for one unit. If you chose to sell a number of units, it has to be for at least one unit in the fund.

The minimum cash withdrawal amount from InvestNow is $1.

By Mike Heath|2019-06-14T13:44:33+12:00December 18th, 2016|Investment Portfolio Management Questions|Comments Off

What are cleared funds?

Cleared funds are monies in your Transaction Account that are available to be either invested or withdrawn.

By Mike Heath|2026-08-13T15:55:39+12:00December 18th, 2016|Term Definitions|Comments Off

Why do some funds have no performance data?

“Where a fund has not been active for at least 1 year, there is no performance data available.

The data is sourced from The Disclose Register. This is a register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013.”

By Mike Heath|2019-06-14T13:46:43+12:00December 18th, 2016|Investment Portfolio Management Questions, Product/Choosing Products Questions|Comments Off

What fund performance data is available?

On the Invest page we provide 1 Year & 5 Year performance data. This data is net of fees and before tax.

The data is sourced from The Disclose Register. This is a register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013.

This data is updated within the month following the corresponding updates on The Disclose Register (currently quaterly January, March, July & December).

The Disclose Register is provided by the New Zealand Companies Office and can be found at https://www.companiesoffice.govt.nz/disclose.

By Mike Heath|2019-06-14T13:47:29+12:00December 18th, 2016|Investment Portfolio Management Questions, Product/Choosing Products Questions|Comments Off

Can I perform an off-market transfer?

Yes you can.

Please request the off-market transfer request here. We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us. Please note that the original signed copy of the form may be required.

By Mike Heath|2020-12-04T17:21:02+13:00December 18th, 2016|Account Questions, Investment Portfolio Management Questions|Comments Off

How do I change the e-mail address I use for InvestNow?

That’s something we will have to do for you.

Please follow these simple steps:

Go to the Home Page (www.InvestNow.co.nz) and select the link for Resources in the main navigation
Click Resources and then click Forms
Select and download the form titled “Change of Details”
Complete the relevant sections
Sign, scan and e-mail the completed form to contact@investnow.co.nz

We will confirm the request has been action by return e-mail.

By Mike Heath|2019-06-14T13:48:57+12:00December 18th, 2016|Account Questions|Comments Off

How do I get in touch with InvestNow?

You can call us, e-mail us or use our online chat (available on our public website and within the secure portal, when loged into your account).

Our contact center is available on 0800 499 466 (for international calls, use +64 4 499 9691) Mon-Fri 8:00am to 5:00pm, except national public holidays.

You can e-mail us on contact@investnow.co.nz. We shall respond to your as soon as possible.

By Mike Heath|2026-08-14T08:50:23+12:00December 18th, 2016|Questions about InvestNow|Comments Off

What happens if InvestNow decides to stop supporting an investment I hold through the service?

It is important to note that the investments that can be held through the service are subject to change. If you hold an investment and the InvestNow decides to stop supporting it, we will notify you. We may then determine that the investment will need to be sold or transferred into your own name.

By Mike Heath|2019-06-14T13:50:33+12:00December 10th, 2016|Investment Portfolio Management Questions, Questions about InvestNow|Comments Off