How can I get my money out of ASB Investment Funds?
You can withdraw your money, or transfer it to someone else, by contacting the ASB Wealth Advisory Service on 0800 108 084.
You can withdraw lump sum amounts of at least $500 each time through selling units. The funds do not offer any regular distributions to you. However if you're invested in the Conservative Fund or the Conservative Plus Fund, you can set up an automatic withdrawal of at least $100 every fortnight or every month from those funds. This is also funded from selling units.
You can transfer your money to someone else, but the value of your investment after any withdrawal or transfer must be at least $2,000. If the value of your investment falls below $2,000, we can withdraw your money on your behalf and pay it to you. If any of these amounts change, we'll let you know.
We can delay or suspend a withdrawal or transfer of your investment in exceptional circumstances in accordance with the Trust Deed.
A custodian will hold your financial products on your behalf. The custodian for ASB Portfolio Series is currently Investment Custodial ...
Each year you will receive: A statement every six months showing the value of your investment (and any transactions that ...
You can make decisions about adding money to, or withdrawing money from, your portfolio. However, we will make decisions about ...
Yes, subject to the recommended investment product or service criteria. Please refer to the ASB Investment Funds Product Disclosure Statement ...