Managing your investment

You can make additional investments in OneAnswer Multi-Asset-Class and Single-Asset-Class Funds anytime, either as one-off lump sums or regular direct debits. There's no minimum investment amount, and you won't be charged a fee for adding to your investment.

Because the OneAnswer Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds are flexible, you can withdraw one-off lump sums anytime or make regular withdrawals to supplement your income – the choice is yours.

To make a lump sum withdrawal, or to set up regular withdrawals, simply complete and return a Withdrawal Form.

Download a Withdrawal Form

What you need to know:

• The minimum withdrawal amount (unless you're making a full withdrawal) is:
  • $500 per fund for lump sum withdrawals
  • $100 per fund for regular withdrawals.
• Once we receive your request, it will usually take up to five business days for your withdrawal to be processed and paid to your bank account.

• The unit price you’ll receive is as at the time your withdrawal is processed. The unit price may have changed from when you made your withdrawal request.
  
  
• Once your balance reaches $0, your investment account will be closed. 

• If you haven't provided proof of your identity and address, you'll need to do so along with your first withdrawal request - see the Withdrawal Form for details. 

Changing funds

You can change the fund your money is invested in. There are a number of ways to do this:

• Download, complete and return a Transaction Form (at the back of the product disclosure statement)
• Call us on 0800 739 034

What you need to know:

• Your financial adviser can provide you with advice should you want to switch funds.
• We usually process switches within five business days of receiving your request.
• The unit price you’ll receive for your switch request is as at the time your switch is processed. The unit price may have changed from when you made your switch request.