Forms & documents

    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.

    Quarterly Fund Updates
    December 2023
    BondPlus Fund Update December 2023
    CashPlus Fund Update December 2023
    Global Fund Update December 2023
    New Zealand Fixed Income Trust Fund Update December 2023
    Trans Tasman Equity Trust Fund Update December 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
    December 2023
    Premium Property & Infrastructure Fund Update December 2023
    Premium Income Fund Update December 2023
    Premium New Zealand Fund Update December 2023
    Premium Australian Fund Update December 2023
    Premium International Fund Update December 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
    Quarterly Updates
    Premium Service Quarterly Update - December 2023
    Premium Service Quarterly Update - October 2023
    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
    December 2023
    Property & Infrastructure Fund Update December 2023
    Income Fund Update December 2023
    New Zealand Growth Fund Update December 2023
    Australian Growth Fund Update December 2023
    International Growth Fund Update December 2023
    Conservative Fund Update December 2023
    Balanced Strategy 40 60 Fund Update December 2023
    Growth Fund Update December 2023
    Balanced Strategy 45 55 Fund Update December 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
    Quarterly Fund Updates
    December 2023
    KiwiSaver TWO Preservation Fund Update December 2023
    KiwiSaver TWO Cash Enhanced Fund Update December 2023
    KiwiSaver TWO Conservative Fund Update December 2023
    KiwiSaver TWO Balanced Fund Update December 2023
    KiwiSaver TWO Growth Fund Update December 2023
    KiwiSaver TWO Equity Fund Update December 2023
    KiwiSaver TWO GlidePath Age 25 Fund Update December 2023
    KiwiSaver TWO GlidePath Age 40 Fund Update December 2023
    KiwiSaver TWO GlidePath Age 55 Fund Update December 2023
    KiwiSaver TWO GlidePath Age 65 Fund Update December 2023
    KiwiSaver TWO Scheme GlidePath Age 75 Fund Update December 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
    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 2023
    FuturePlan Balanced Investment Fund Update September 2023
    FuturePlan Capital Protected Investment Fund Update September 2023
    FuturePlan Growth Investment Fund Update September 2023
    FuturePlan International Companies Investment Fund Update September 2023
    FuturePlan Trans Tasman Equities Investment Fund Update September 2023
    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 Financial Statements for the year ended 30 September 2023
    FuturePlan Annual Report for the year ended 30 September 2023
    Governing Document
    FuturePlan Governing Document
    SIPO
    Fisher Funds FuturePlan SIPO
    Quarterly Fund Updates
    December 2023
    KiwiSaver Scheme Conservative Fund Update December 2023
    KiwiSaver Scheme Balanced Strategy Fund Update December 2023
    KiwiSaver Scheme Growth Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 30 Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 50 Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 60 Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 75 Fund Update December 2023
    Product Disclosure Statement
    Fisher Funds KiwiSaver Scheme Product Disclosure Statement
    Forms
    Serious Illness Withdrawal Form
    KiwiSaver Significant Financial Hardship Withdrawal Form
    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
    December 2023
    LifeSaver Plan Preservation Fund Update December 2023
    LifeSaver Plan New Zealand Fixed Income Fund Update December 2023
    LifeSaver Plan Conservative Fund Update December 2023
    LifeSaver Plan Balanced Fund Update December 2023
    LifeSaver Plan Growth Fund Update December 2023
    LifeSaver Plan Equity Fund Update December 2023
    LifeSaver Plan Trans Tasman Equity Fund Update December 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