Forms & Documents - Fisher Funds KiwiSaver Scheme | Fisher Funds

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.

Filter

Document Type

Product Disclosure Statement

Fisher Funds KiwiSaver Scheme Product Disclosure Statement

Quarterly Fund Updates

September 2023

KiwiSaver Conservative Fund Update September 2023

KiwiSaver Growth Fund Update September 2023

KiwiSaver Balanced Strategy Fund Update September 2023

KiwiSaver GlidePath age 30 Fund Update September 2023

KiwiSaver GlidePath age 50 Fund Update September 2023

KiwiSaver GlidePath age 60 Fund Update September 2023

KiwiSaver GlidePath age 75 Fund Update September 2023

Forms

Serious Illness Withdrawal Form

KiwiSaver Significant Financial Hardship Withdrawal Form

Apply online/Download

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

Disclaimer: Fisher Funds Management Limited ("Fisher Funds") is the issuer of the financial products referred to on this website. A replacement PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at companiesoffice.govt.nz/disclose. The 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. Professional investment advice should be taken before making an investment. Past performance is not a reliable guide to future performance. 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 brokerage fees or tax, but do include any tax credits applicable to the funds since October 2007. 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.

*SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

© 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or 'regulated financial advice' under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and cdn.morningstar.com.au/mca/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Copyright ©2023 Fisher Funds Management Limited | Privacy Policy