Forms & documents | Fisher Funds

Switch Applications & Withdrawal RequestsPlease note — any applications or requests received after 3pm may not be processed until the next working day. A change to how your funds are invested, or a withdrawal, will take a minimum of 2 business days to be completed. The unit price is calculated after both local and overseas markets have closed, so an investment switch processed on Monday, for example, can only be completed once all markets have closed — which would normally fall on the Wednesday.

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Document Type

Quarterly Fund Updates

September 2023

KiwiSaver TWO Preservation Fund Update September 2023

KiwiSaver TWO Cash Enhanced Fund Update September 2023

KiwiSaver TWO Conservative Fund Update September 2023

KiwiSaver TWO Balanced Fund Update September 2023

KiwiSaver TWO Growth Fund Update September 2023

KiwiSaver TWO Equity Fund Update September 2023

KiwiSaver TWO GlidePath Age 25 Fund Update September 2023

KiwiSaver TWO GlidePath Age 40 Fund Update September 2023

KiwiSaver TWO GlidePath Age 55 Fund Update September 2023

KiwiSaver TWO GlidePath Age 65 Fund Update September 2023

KiwiSaver TWO GlidePath Age 75 Fund Update September 2023

Product Disclosure Statement

Fisher Funds TWO KiwiSaver Scheme Product Disclosure Statement

Forms

Retirement Withdrawal Form

Retirement Withdrawal Form - Members who signed up after 1 July 2019 and were 65 or over at the time

First Home Buyer (or Qualifying Previous Home Owner) Withdrawal Form

KiwiSaver Deceased Member Withdrawal Form

Permanent Emigration (excluding to Australia) Withdrawal Form

Serious Illness Withdrawal Form

KiwiSaver Significant Financial Hardship Withdrawal Form

Apply online/Download

Subsequent Retirement Withdrawal Form

Australian Superannuation Retirement Withdrawal Form

Life Shortening Congenital Condition Withdrawal Form

Subsequent Life Shortening Congenital Condition Withdrawal Form

Fisher Funds TWO KiwiSaver Scheme Direct Debit Authority

Direct Debit Amendment/Cancellation Form

Prescribed Investor Rate (PIR) Form

Fisher Funds TWO KiwiSaver Scheme Investment Switch Form

NZ Superannuation Scheme Transfer

Trans Tasman Transfer Form (Transferring to Australia)

Preferred Provider Application

Third Party Access Request Form

Certificate of Non-revocation

Annual Reports

Fisher Funds TWO KiwiSaver Scheme Financial Statements for the year ended 31 March 2023

Fisher Funds TWO KiwiSaver Scheme Annual Report for the year ended 31 March 2023

Other Material Information

Fisher Funds TWO KiwiSaver Scheme Other Material Information

Governing Document

Fisher Funds TWO KiwiSaver Scheme Governing Document

SIPO

Fisher Funds TWO KiwiSaver Scheme SIPO

Fund Fact Sheet

Fisher Funds TWO KiwiSaver Scheme Fact Sheet

Quarterly Fund Updates

September 2022

FuturePlan Capital Protected Investment Fund Update September 2022

FuturePlan Balanced Investment Fund Update September 2022

FuturePlan Growth Investment Fund Update September 2022

International Companies Investment Fund Update September 2022

Trans Tasman Equities Investment Fund Update September 2022

Forms

FuturePlan Direct Debit Authority Form

Direct Debit Amendment/Cancellation Form

FuturePlan Investment Switch Form

FuturePlan Withdrawal Request Form

Deceased Member Withdrawal Form (Non-KiwiSaver)

Prescribed Investor Rate (PIR) Form

Appointment of Financial Adviser Form

Annual Reports

FuturePlan Annual Report for the year ended 30 September 2022

FuturePlan Financial Statements for the year ended 30 September 2022

Governing Document

FuturePlan Governing Document

SIPO

Fisher Funds FuturePlan SIPO

Quarterly Fund Updates

September 2023

KiwiSaver Conservative Fund Update September 2023

KiwiSaver Growth Fund Update September 2023

KiwiSaver Balanced Strategy Fund Update September 2023

KiwiSaver GlidePath age 30 Fund Update September 2023

KiwiSaver GlidePath age 50 Fund Update September 2023

KiwiSaver GlidePath age 60 Fund Update September 2023

KiwiSaver GlidePath age 75 Fund Update September 2023

Product Disclosure Statement

Fisher Funds KiwiSaver Scheme Product Disclosure Statement

Forms

Serious Illness Withdrawal Form

KiwiSaver Significant Financial Hardship Withdrawal Form

Apply online/Download

Permanent Emigration (excluding to Australia) Withdrawal Form

First Home Buyer (or Qualifying Previous Home Owner) Withdrawal Form

KiwiSaver Deceased Member Withdrawal Form

Retirement Withdrawal Form

Retirement Withdrawal Form - Members who signed up after 1 July 2019 and were 65 or over at the time

Subsequent Retirement Withdrawal Form

Australian Superannuation Retirement Withdrawal Form

Life Shortening Congenital Condition Withdrawal Form

Subsequent Life Shortening Congenital Condition Withdrawal Form

Fisher Funds KiwiSaver Scheme Direct Debit Authority Form

Direct Debit Amendment/Cancellation Form

Trans Tasman Transfer Form (Transferring to Australia)

NZ Superannuation Scheme Transfer Form

Fisher Funds KiwiSaver Scheme Investment Switch Form

Prescribed Investor Rate (PIR) Form

Savings Suspension Request Form (employees)

KiwiSaver Deduction Form

Certificate of Non-revocation

Power of Attorney Declaration Form

Third Party Access Request Form

Annual Reports

Fisher Funds KiwiSaver Scheme Financial Statements for the year ended 31 March 2023

Fisher Funds KiwiSaver Scheme Annual Report for the year ended 31 March 2023

Other Material Information

Fisher Funds KiwiSaver Scheme Other Material Information

Governing Document

Fisher Funds KiwiSaver Scheme Governing Document

SIPO

Fisher Funds KiwiSaver Scheme SIPO

Holdings

KiwiSaver Scheme Portfolio Holdings Summary

Fund Fact Sheet

Fisher Funds KiwiSaver Scheme Fact Sheet

Quarterly Fund Updates

September 2023

Fisher Funds BondPlus Fund Update September 2023

Fisher Funds CashPlus Fund Update September 2023

Fisher Funds Global Fund Update September 2023

Fisher Funds New Zealand Fixed Income Trust Fund Update September 2023

Fisher Funds Trans Tasman Equity Trust Fund Update September 2023

Product Disclosure Statement

Investment Series Product Disclosure Statement

Forms

Investment Series Direct Debit Authority Form

Direct Debit Amendment/Cancellation Form

Investment Series Investment Switch Form

Investment Series Withdrawal Request Form

Investment Series Entity Withdrawal Request Form

Prescribed Investor Rate (PIR) Form

Additional Account Owner or Signatory Form

Appointment of Financial Adviser Form

Deceased Member Withdrawal Form (Non-KiwiSaver)

Third Party Access Request Form

Certificate of Non-revocation

Annual Reports

Investment Series Financial Statements for the year ended 31 March 2023

Investment Series Annual Report for the year ended 31 March 2023

Other Material Information

Fisher Funds Investment Series Other Material Information

Governing Document

Fisher Funds Investment Series Governing Document

SIPO

Fisher Funds Investment Series SIPO

Quarterly Fund Updates

September 2023

Premium Property & Infrastructure Fund Update September 2023

Premium Income Fund Update September 2023

Premium New Zealand Fund Update September 2023

Premium Australian Fund Update September 2023

Premium International Fund Update September 2023

Product Disclosure Statement

Premium Service Product Disclosure Statement

Forms

Premium Service Direct Debit Authority Form

Direct Debit Amendment/Cancellation Form

Premium Service Investment Switch Form

Premium Service Withdrawal Request Form

Premium Service Entity Withdrawal Request Form

Prescribed Investor Rate (PIR) Form

Appointment of Financial Adviser Form

Third Party Access Request Form

Additional Account Owner or Signatory Form

Deceased Member Withdrawal Form (Non-KiwiSaver)

Certificate of Non-revocation

Annual Reports

Fisher Funds Premium Service Financial Statements for the year ended 31 March 2023

Fisher Funds Premium Service Annual Report for the year ended 31 March 2023

Other Material Information

Fisher Funds Premium Service Other Material Information

Governing Document

Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document

SIPO

Fisher Funds Premium Service SIPO

Fund Fact Sheet

Fisher Funds Premium Service Fact Sheet

Quarterly Fund Updates

September 2023

LifeSaver Preservation Fund Update September 2023

LifeSaver NZ Fixed Income Fund Update September 2023

LifeSaver Conservative Fund Update September 2023

LifeSaver Balanced Fund Update September 2023

LifeSaver Growth Fund Update September 2023

LifeSaver Equity Fund Update September 2023

LifeSaver Trans Tasman Equity Fund Update September 2023

Product Disclosure Statement

LifeSaver Plan Product Disclosure Statement

Forms

LifeSaver Plan Direct Debit Authority Form

Direct Debit Amendment/Cancellation Form

LifeSaver Plan Investment Switch Form

LifeSaver Plan Withdrawal Request Form

LifeSaver Plan First Home Withdrawal Form

LifeSaver Plan NZRDA – Location Transfer Form

LifeSaver Plan Employer Authorised Signatories Form

Prescribed Investor Rate (PIR) Form

Appointment of Financial Adviser Form

Third Party Access Request Form

Certificate of Non-revocation

Annual Reports

LifeSaver Plan Financial Statements for the year ended 31 March 2023

LifeSaver Plan Annual Report for the year ended 31 March 2023

Other Material Information

Fisher Funds LifeSaver Plan Other Material Information

Governing Document

Fisher Funds LifeSaver Plan Governing Document

SIPO

Fisher Funds LifeSaver Plan SIPO

Quarterly Fund Updates

September 2023

Property & Infrastructure Fund Update September 2023

Income Fund Update September 2023

New Zealand Growth Fund Update September 2023

Australian Growth Fund Update September 2023

International Growth Fund Update September 2023

Conservative Fund Update September 2023

Balanced Strategy 40/60 Fund Update September 2023

Growth Fund Update September 2023

Balanced Strategy 45/55 Fund Update September 2023

Product Disclosure Statement

Fisher Funds Managed Funds Product Disclosure Statement

Forms

Fisher Funds Managed Funds Direct Debit Authority Form

Direct Debit Amendment/Cancellation Form

Fisher Funds Managed Funds Investment Switch Form

Managed Funds Withdrawal Request Form

Managed Funds Entity Withdrawal Request Form

Prescribed Investor Rate (PIR) Form

Additional Account Owner or Signatory Form

Appointment of Financial Adviser Form

Third Party Access Request Form

Deceased Member Withdrawal Form (Non-KiwiSaver)

Certificate of Non-revocation

Annual Reports

Fisher Funds Managed Funds Financial Statements for the year ended 31 March 2023

Fisher Funds Managed Funds Annual Report for the year ended 31 March 2023

Other Material Information

Fisher Funds Managed Funds Other Material Information

Governing Document

Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document

SIPO

Fisher Funds Managed Funds SIPO

Fund Fact Sheet

Fisher Funds Managed Funds Fact Sheets

Fisher Funds Managed Funds Mixed Asset Portfolio Funds Fact Sheet

Income Fund Fact Sheet

Property & Infrastructure Fund Fact Sheet

New Zealand Growth Fund Fact Sheet

Australian Growth Fund Fact Sheet

International Growth Fund Fact Sheet

Disclaimer: Fisher Funds Management Limited ("Fisher Funds") is the issuer of the financial products referred to on this website. A replacement PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at companiesoffice.govt.nz/disclose. The 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. Professional investment advice should be taken before making an investment. Past performance is not a reliable guide to future performance. 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 brokerage fees or tax, but do include any tax credits applicable to the funds since October 2007. 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.

*SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

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