How do I transfer my unit trust holding to another person or trust in the same fund?
To transfer your holding to another existing holding within the same fund we simply require you to complete a Transfer Request, or write to us, quoting the unit holder number of both holdings with details of the amount to be transferred. If you wish to transfer to a new holding we will also require a completed application form for the new holding. If we already hold identification for the investors in the new holding there is no need to provide that identification again. There will be no fees charged for a transfer between holdings.
Popular questions
- Who can join KiwiSaver?
- When can I make a KiwiSaver retirement withdrawal?
- How do I calculate my PIR rate?
- What should I do if my PIR rate changes?
- What is the fee structure for Fisher Funds Managed Funds?
- How are fees deducted from my investment in Fisher Funds Managed Funds?
- How do I make a withdrawal?
- How do I transfer my unit trust holding to another person or trust in the same fund?
- When can I access my KiwiSaver funds?
- How easy is it to change KiwiSaver provider?
- Can I access my account online?
- Can I transfer funds from another NZ super scheme into my KiwiSaver account?
- How do I make KiwiSaver contributions?
- On my pay slip I see KiwiSaver contributions deducted from my wages, where do these go?
- Will you send me an End of Year Tax Statement?