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It’s important to consider why you are withdrawing your funds and if this is part of your overall investment plan and not simply a response to market volatility.
If you've chosen the right fund for your investment plan, then you shouldn’t need to make any changes. Ups and downs in the value of your investment are expected, and withdrawing in response to market movements can mean that losses in value are locked in. On the other hand, if you do have a change in circumstance where you need to withdraw your funds, we’re here to help and you can start by following the process below.
If you have decided to withdraw your funds from your ASB Investment Funds investment, the process is as follows:
We’ll supply you with the withdrawal form specific to your needs. If necessary, you may be directed to speak to your Wealth Manager regarding the impact withdrawing may have on your plan.
You complete the withdrawal form and return it to us via firstname.lastname@example.org
We will verify your details and if approved, your withdrawal will be paid into your account within 7 working days.
ASB Wealth Managers' disclosure statements are available on request and free of charge from your ASB Wealth Manager.
Interests in ASB Investment Funds are issued by ASB Group Investments Limited, a wholly owned subsidiary of ASB Bank Limited (ASB). ASB provides administration and distribution services for ASB Investment Funds. No person guarantees interests in ASB Investment Funds. Interests in ASB Investment Funds are not deposits or other liabilities of ASB. They are subject to investment risk, including possible loss of income and principal invested. For more information see the ASB Investment Fund Product Disclosure Statement available from this website and the register of offers of financial products at www.disclose-register.companiesoffice.govt.nz (search for ASB Investment Funds).