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    • FuturePlan

    Forms & Documents for
    FuturePlan

    Please note — FuturePlan is closed to new investors

    Quarterly Fund Updates
    September 2024
    FuturePlan Balanced Investment Fund Update September 2024
    Download
    FuturePlan Capital Protected Investment Fund Update September 2024
    Download
    FuturePlan Growth Investment Fund Update September 2024
    Download
    FuturePlan International Companies Investment Fund Update September 2024
    Download
    FuturePlan Trans Tasman Equities Investment Fund Update September 2024
    Download
    Forms
    FuturePlan Direct Debit Authority Form
    Download
    Direct Debit Amendment/Cancellation Form
    Download
    FuturePlan Investment Switch Form
    Download
    FuturePlan Withdrawal Request Form
    Download
    Deceased Member Withdrawal Form (Non-KiwiSaver)
    Download
    Prescribed Investor Rate (PIR) Form
    Download
    Appointment of Financial Adviser Form
    Download
    Annual Reports
    Fisher Funds FuturePlan Annual Report for the year ended 30 September 2024
    Download
    Fisher Funds FuturePlan Financial Statements for the year ended 30 September 2024
    Download
    Governing Documents & Deeds
    FuturePlan Governing Document
    Download
    SIPO
    Fisher Funds FuturePlan SIPO
    Download
    KiwiSaver
    Managed Funds
    Funds & performance
    Investing with us

    Disclaimer: Fisher Funds means Fisher Funds Management Limited ("Fisher Funds"). Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Plan, Fisher Funds KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, Fisher Funds Investment Funds, LifeSaver Plan, and Investment Series. 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 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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