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Are you a first time investor? |
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Are you an existing investor? |
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Joining KiwiSaver |
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Your payment options |
Are you a first time investor?
We're delighted you want to invest with Fisher Funds. To make an investment with Fisher Funds for the first time you need to complete an application form. You can either:
- Request an information pack , or
- Download the relevant product disclosure statement:
Premium Service Product Disclosure Statement Managed Funds Product Disclosure StatementInvestment Series Product Disclosure Statement
The application form can be found near the rear of the document.
Once you have completed the application form, please sign and date and return to us along with the required documentation.
Are you an existing investor?
If you are simply adding to an existing investment there is no need to complete another application form.
If you are investing in a different fund to the one/s you are currently invested in, you will need to complete another application form.
You can either:
- Request an information pack , or
- Download the relevant product disclosure statement:
Premium Service Product Disclosure Statement Managed Funds Product Disclosure StatementInvestment Series Product Disclosure Statement
The application form can be found near the rear of the document.
Once you have completed the application form, please sign and date and return to us along with the required documentation if you have not already supplied this.
Joining KiwiSaver
Joining or transferring to the Fisher Funds KiwiSaver Scheme couldn't be easier.
Your payment options
Lump sum investment
You can make your investment by cheque (please make payable to Fisher Funds Management Limited Trust Account) or direct credit.
From 1 August you will no longer be able to pay into your Fisher Funds investment by cheque due to changing bank rules. Note this does not affect foreign drafts, such as Australian Super Transfers. If you wish to make a payment via cheque before this time, please make the cheque payable to Fisher Funds Management Limited Trust Account.
Our bank account details for direct credit payment are:
Bank account details are:
Fisher Funds Managed Funds and Fisher Funds Premium Service
Fisher Funds, BNZ
02-0500-0799760-000
Fisher Funds Investment Series
Fisher Managed Funds, BNZ
02-0506-0038620-001
Fisher Funds KiwiSaver Scheme
Fisher Funds KiwiSaver Scheme, BNZ
02-0500-0799760-001
Fisher Funds Two KiwiSaver Scheme
Fisher Funds TWO KiwiSaver Scheme, BNZ
02-0506-0083982-000
Fisher Funds LifeSaver Scheme
Fisher Funds LifeSaver Scheme, BNZ
02-0506-0118495-000
Please be sure to include your account number (FXXXXXXX) and account name as references.
If you are not an existing investor please enter the name the account will be held in and reference this on the application form.
Regular savings plan
You can make regular contributions into your investment or KiwiSaver account using our direct debit facility. You can do this in your Fisher Funds Online account, or by emailing us a direct debit form.
