Forms & Documents for
    FuturePlan

    Please note — FuturePlan is closed to new investors

    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
    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