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 update the preferences in my Profile, if the fields are locked-down?

For security reasons there are certain fields and preferences that, after having initially been created, we lock down. These can be changed however we will have to action that for you.

To do this, 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 […]

By Mike Heath|2017-01-09T03:04:27+13:00December 18th, 2016|Comments Off

Can I use the same e-mail address on more than one InvestNow account?

You can link one person to more than one account, but each account must be set up with an unique e-mail address.

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|2019-06-14T13:49:32+12:00December 18th, 2016|Account Questions|Comments Off

How do I get in touch with InvestNow?

You can call or e-mail us.
Our contact center is available on 0800 499 466 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 e-mail within 24 hours, during normal working hours.

By Mike Heath|2019-06-14T13:50:02+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

Are my investments with InvestNow guaranteed?

Investments that are available through InvestNow are not guaranteed by InvestNow, any of the underlying investment managers, or any other person(s).

By Mike Heath|2019-06-14T13:51:06+12:00December 10th, 2016|Questions about InvestNow|Comments Off

What do I do if I suspect that my InvestNow account has been compromised?

Please contact us immediately on 0800 499 466 or e-mail us at contact@investnow.co.nz.

Our contact center is available on 0800 499 466 Mon-Fri 8:00am to 5:00pm, except national public holidays.

By Mike Heath|2019-06-14T13:51:36+12:00December 10th, 2016|Account Questions|Comments Off

What security steps should I take to protect my computer?

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]

Q: Are my investments with InvestNow guaranteed?

[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" 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="undefined" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" last="no"][fusion_text] Investments that are available through InvestNow are not guaranteed by InvestNow, any of the underlying investment managers, or any other person(s). [/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Q: What do I do if I suspect that my InvestNow account has been compromised?

[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] Please contact us immediately on 0800 499 466 or e-mail us at contact@investnow.co.nz . Our contact center is available on 0800 499 466 Mon-Fri 8:00am to 5:00pm, except national public holidays. [/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Online security best practices today include (includes links to resources such as Netsafe & CERT NZ):

Use a password manager to keep your passwords safe in one place.
Switch on Two Factor Authentication (TFA or 2FA) to add an extra layer of security (note – we have adopted 2FA by default, whereby you receive a unique Passcode each time you login to […]

By Mike Heath|2022-03-07T12:17:10+13:00December 10th, 2016|Account Questions|Comments Off