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Fisher Funds Investment Series
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Forms & Documents for
Fisher Funds Investment Series
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Product Disclosure Statements
Quarterly Fund Updates
Forms
Annual Reports
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Product Disclosure Statement
Investment Series Product Disclosure Statement
Download
Quarterly Fund Updates
September 2024
BondPlus Fund Update September 2024
Download
CashPlus Fund Update September 2024
Download
Global Fund Update September 2024
Download
New Zealand Fixed Income Trust Fund Update September 2024
Download
Trans Tasman Equity Trust Fund Update September 2024
Download
Forms
Investment Series Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
Investment Series Investment Switch Form
Download
Investment Series Withdrawal Request Form
Download
Investment Series Entity Withdrawal Request Form
Download
Prescribed Investor Rate (PIR) Form
Download
Additional Account Owner or Signatory Form
Download
Appointment of Financial Adviser Form
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Third Party Access Request Form
Download
Certificate of Non-revocation
Download
Annual Reports
Fisher Funds Investment Series Financial Statements for the year ended 31 March 2024
Download
Fisher Funds Investment Series Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds Investment Series Other Material Information
Download
Governing Documents & Deeds
Fisher Funds Investment Series Governing Document
Download
SIPO
Fisher Funds Investment Series SIPO
Download
Climate Statements
Fisher Funds Investment Series Climate Statement
Download