We are getting closer to the end of the programme whereby we have established your InvestNow account and are ready to transfer the assets at, or around, March 31st. Thanks to the thousands of you who have selected InvestNow as your preferred service provider for managing your investment portfolio!
In early March we will be in touch, asking you to check/review/confirm a few things for your new InvestNow account – for example:
- Resident Withholding Tax (RWT) rate & Prescribed Investor Rate (PIR)
- Distribution preference i.e. cash or reinvest
- Number of authorisers required to approve each transaction
- Any Regular Investment Plan you have or may wish to establish
We will be asking for a quick turnaround on your responses so as to allow the changes to be made before your assets are transferred over from RaboDirect.
As always, if you have any questions between now and when your assets are transferred please contact us on 0800 499 466 or firstname.lastname@example.org