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    • Fisher Funds TWO KiwiSaver Scheme

    Forms & Documents for
    Fisher Funds TWO KiwiSaver Scheme

    Product Disclosure Statement
    Fisher Funds TWO KiwiSaver Scheme Product Disclosure Statement
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    Quarterly Fund Updates
    September 2024
    KiwiSaver TWO Preservation Fund Update September 2024
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    KiwiSaver TWO Cash Enhanced Fund Update September 2024
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    KiwiSaver TWO Conservative Fund Update September 2024
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    KiwiSaver TWO Balanced Fund Update September 2024
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    KiwiSaver TWO Growth Fund Update September 2024
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    KiwiSaver TWO Equity Fund Update September 2024
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    KiwiSaver TWO GlidePath Age 25 Fund Update September 2024
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    KiwiSaver TWO GlidePath Age 40 Fund Update September 2024
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    KiwiSaver TWO GlidePath Age 55 Fund Update September 2024
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    KiwiSaver TWO GlidePath Age 65 Fund Update September 2024
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    KiwiSaver TWO GlidePath Age 75 Fund Update September 2024
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    Forms
    Retirement Withdrawal Form
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    Retirement Withdrawal Form - Members who signed up after 1 July 2019 and were 65 or over at the time
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    First Home Buyer (or Qualifying Previous Home Owner) Withdrawal Form
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    KiwiSaver Deceased Member Withdrawal Form
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    Permanent Emigration (excluding to Australia) Withdrawal Form
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    Serious Illness Withdrawal Form
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    KiwiSaver Significant Financial Hardship Withdrawal Form
    Apply online/Download
    Subsequent Retirement Withdrawal Form
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    Australian Superannuation Retirement Withdrawal Form
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    Life Shortening Congenital Condition Withdrawal Form
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    Subsequent Life Shortening Congenital Condition Withdrawal Form
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    Fisher Funds TWO KiwiSaver Scheme Direct Debit Authority
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    Direct Debit Amendment/Cancellation Form
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    Prescribed Investor Rate (PIR) Form
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    Fisher Funds TWO KiwiSaver Scheme Investment Switch Form
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    NZ Superannuation Scheme Transfer
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    Trans Tasman Transfer Form (Transferring to Australia)
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    Third Party Access Request Form
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    Certificate of Non-revocation
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    Appointment of Financial Adviser Form
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    Annual Reports
    Fisher Funds TWO KiwiSaver Scheme Financial Statements for the year ended 31 March 2024
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    Fisher Funds TWO KiwiSaver Scheme Annual Report for the year ended 31 March 2024
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    Other Material Information
    Fisher Funds TWO KiwiSaver Scheme Other Material Information
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    Governing Documents & Deeds
    Fisher Funds TWO KiwiSaver Scheme Governing Document
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    SIPO
    Fisher Funds TWO KiwiSaver Scheme SIPO
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    Fund Fact Sheet
    Fisher Funds TWO KiwiSaver Scheme Fact Sheet
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    Climate Statements
    Fisher Funds TWO KiwiSaver Scheme Climate Statement
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    KiwiSaver
    Managed Funds
    Funds & performance
    Investing with us

    Disclaimer: Fisher Funds includes Fisher Funds Management Limited ("Fisher Funds") and Fisher Funds Wealth Limited. Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Scheme, Fisher Funds TWO KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, LifeSaver Plan, and Investment Series. Fisher Funds Wealth Limited is the issuer of the Fisher Funds KiwiSaver Plan and Fisher Funds Investment Funds. A PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at disclose-register.companiesoffice.govt.nz/. Fisher Funds Management Limited is also the issuer of the Fisher Funds FuturePlan. Professional investment advice should be taken before making an investment. A disclosure statement is available from your adviser, on request and free of charge.

    Fund performance figures do not include entry fees, exit fees, or any other fees associated with buying or selling units in the fund, or tax, but do include any tax credits applicable to the funds since October 2007. Information, calculations, and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

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