Forms & Documents for
Fisher Funds KiwiSaver Scheme

Fisher Funds KiwiSaver Scheme

Quarterly Fund Updates
March 2022
KiwiSaver Conservative Fund Update March 2022|Download
  223 kB
KiwiSaver Growth Fund Update March 2022|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update March 2022|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update March 2022|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update March 2022|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update March 2022|Download
  223 kB
KiwiSaver GlidePath age 75 Fund Update March 2022|Download
  222 kB
December 2021
KiwiSaver Conservative Fund Update December 2021|Download
  223 kB
KiwiSaver Growth Fund Update December 2021|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update December 2021|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update December 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update December 2021|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update December 2021|Download
  223 kB
KiwiSaver GlidePath age 75 Fund Update December 2021|Download
  223 kB
September 2021
KiwiSaver Conservative Fund Update September 2021|Download
  222 kB
KiwiSaver Growth Fund Update September 2021|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update September 2021|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update September 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update September 2021|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update September 2021|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update September 2021|Download
  222 kB
June 2021
KiwiSaver Conservative Fund Update June 2021|Download
  222 kB
KiwiSaver Growth Fund Update June 2021|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update June 2021|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update June 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update June 2021|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update June 2021|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update June 2021|Download
  221 kB
March 2021
KiwiSaver Conservative Fund Update March 2021|Download
  222 kB
KiwiSaver Growth Fund Update March 2021|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update March 2021|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update March 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update March 2021|Download
  221 kB
KiwiSaver GlidePath age 60 Fund Update March 2021|Download
  227 kB
KiwiSaver GlidePath age 75 Fund Update March 2021|Download
  227 kB
December 2020
KiwiSaver Conservative Fund Update December 2020|Download
  223 kB
KiwiSaver Growth Fund Update December 2020|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update December 2020|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update December 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update December 2020|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update December 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update December 2020|Download
  222 kB
September 2020
KiwiSaver Conservative Fund Update September 2020|Download
  223 kB
KiwiSaver Growth Fund Update September 2020|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update September 2020|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update September 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update September 2020|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update September 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update September 2020|Download
  221 kB
June 2020
KiwiSaver Conservative Fund Update June 2020|Download
  224 kB
KiwiSaver Growth Fund Update June 2020|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update June 2020|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update June 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update June 2020|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update June 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update June 2020|Download
  222 kB
March 2020
KiwiSaver Conservative Fund Update March 2020|Download
  223 kB
KiwiSaver Growth Fund Update March 2020|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update March 2020|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update March 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update March 2020|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update March 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update March 2020|Download
  222 kB
December 2019
KiwiSaver Conservative Fund Update December 2019|Download
  182 kB
KiwiSaver Growth Fund Update December 2019|Download
  183 kB
KiwiSaver Balanced Strategy Fund Update December 2019|Download
  183 kB
KiwiSaver GlidePath age 30 Fund Update December 2019|Download
  178 kB
KiwiSaver GlidePath age 50 Fund Update December 2019|Download
  182 kB
KiwiSaver GlidePath age 60 Fund Update December 2019|Download
  181 kB
KiwiSaver GlidePath age 75 Fund Update December 2019|Download
  181 kB
September 2019
KiwiSaver Conservative Fund Update September 2019|Download
  182 kB
KiwiSaver Growth Fund Update September 2019|Download
  182 kB
KiwiSaver Balanced Strategy Fund Update September 2019|Download
  183 kB
KiwiSaver GlidePath age 30 Fund Update September 2019|Download
  178 kB
KiwiSaver GlidePath age 50 Fund Update September 2019|Download
  182 kB
KiwiSaver GlidePath age 60 Fund Update September 2019|Download
  182 kB
KiwiSaver GlidePath age 75 Fund Update September 2019|Download
  181 kB
June 2019
KiwiSaver Conservative Fund Update June 2019|Download
  182 kB
KiwiSaver Growth Fund Update June 2019|Download
  182 kB
KiwiSaver Balanced Strategy Fund Update June 2019|Download
  183 kB
KiwiSaver GlidePath age 30 Fund Update June 2019|Download
  178 kB
KiwiSaver GlidePath age 50 Fund Update June 2019|Download
  181 kB
KiwiSaver GlidePath age 60 Fund Update June 2019|Download
  182 kB
KiwiSaver GlidePath age 75 Fund Update June 2019|Download
  182 kB
March 2019
KiwiSaver Conservative Fund Update March 2019|Download
  160 kB
KiwiSaver Growth Fund Update March 2019|Download
  161 kB
KiwiSaver Balanced Strategy Fund Update March 2019|Download
  161 kB
KiwiSaver GlidePath age 30 Fund Update March 2019|Download
  156 kB
KiwiSaver GlidePath age 50 Fund Update March 2019|Download
  160 kB
KiwiSaver GlidePath age 60 Fund Update March 2019|Download
  160 kB
KiwiSaver GlidePath age 75 Fund Update March 2019|Download
  159 kB
December 2018
KiwiSaver Conservative Fund Update December 2018|Download
  160 kB
KiwiSaver Growth Fund Update December 2018|Download
  161 kB
KiwiSaver Balanced Strategy Fund Update December 2018|Download
  161 kB
KiwiSaver GlidePath age 30 Fund Update December 2018|Download
  156 kB
KiwiSaver GlidePath age 50 Fund Update December 2018|Download
  159 kB
KiwiSaver GlidePath age 60 Fund Update December 2018|Download
  159 kB
KiwiSaver GlidePath age 75 Fund Update December 2018|Download
  159 kB
September 2018
KiwiSaver Conservative Fund Update September 2018|Download
  70.5 kB
KiwiSaver Growth Fund Update September 2018|Download
  71.6 kB
KiwiSaver Balanced Strategy Fund Update September 2018|Download
  71.8 kB
KiwiSaver GlidePath age 30 Update September 2018|Download
  67.4 kB
KiwiSaver GlidePath age 50 Update September 2018|Download
  67.3 kB
KiwiSaver GlidePath age 60 Update September 2018|Download
  67.2 kB
KiwiSaver GlidePath age 75 Update September 2018|Download
  67.4 kB
June 2018
KiwiSaver Conservative Fund Update June 2018|Download
  93.1 kB
KiwiSaver Growth Fund Update June 2018|Download
  94.2 kB
KiwiSaver Balanced Strategy Fund Update June 2018|Download
  71.7 kB
KiwiSaver GlidePath age 30 Fund Update June 2018|Download
  67.4 kB
KiwiSaver GlidePath age 50 Fund Update June 2018|Download
  90 kB
KiwiSaver GlidePath age 60 Fund Update June 2018|Download
  67.1 kB
KiwiSaver GlidePath age 75 Fund Update June 2018|Download
  89.8 kB
March 2018
KiwiSaver Conservative Fund Update March 2018|Download
  75.8 kB
KiwiSaver Growth Fund Update March 2018|Download
  76.9 kB
KiwiSaver Balanced Strategy Fund Update March 2018|Download
  79.5 kB
KiwiSaver GlidePath age 30 Fund Update March 2018|Download
  72.8 kB
KiwiSaver GlidePath age 50 Fund Update March 2018|Download
  73 kB
KiwiSaver GlidePath age 60 Fund Update March 2018|Download
  72.6 kB
KiwiSaver GlidePath age 75 Fund Update March 2018|Download
  72.7 kB
December 2017
KiwiSaver Conservative Fund Update December 2017|Download
  91.4 kB
KiwiSaver Growth Fund Update December 2017|Download
  92.2 kB
KiwiSaver Balanced Strategy Fund Update December 2017|Download
  92.4 kB
KiwiSaver GlidePath age 30 Fund Update December 2017|Download
  86.5 kB
KiwiSaver GlidePath age 50 Fund Update December 2017|Download
  86.5 kB
KiwiSaver GlidePath age 60 Fund Update December 2017|Download
  86.3 kB
KiwiSaver GlidePath age 75 Fund Update December 2017|Download
  86.3 kB
September 2017
KiwiSaver Conservative Fund Update September 2017|Download
  76 kB
KiwiSaver Growth Fund Update September 2017|Download
  77 kB
KiwiSaver Balanced Strategy Fund Update September 2017|Download
  77.2 kB
June 2017
KiwiSaver Conservative Fund Update June 2017|Download
  75.8 kB
KiwiSaver Growth Fund Update June 2017|Download
  76.6 kB
KiwiSaver Balanced Strategy Fund Update June 2017|Download
  91.8 kB
March 2017
KiwiSaver Conservative Fund Update March 2017|Download
  76.1 kB
KiwiSaver Growth Fund Update March 2017|Download
  76.8 kB
KiwiSaver Balanced Strategy Fund Update March 2017|Download
  77.1 kB
December 2016
KiwiSaver Conservative Fund Update December 2016|Download
  76.1 kB
KiwiSaver Growth Fund Update December 2016|Download
  76.7 kB
KiwiSaver Balanced Strategy Fund Update December 2016|Download
  76.8 kB
Product Disclosure Statement
Product Disclosure Statement|Download
  756 kB
Forms
Serious Illness|Download
  328 kB
Significant Financial Hardship|Apply online|Download
  385 kB
Permanent Emigration (excluding to Australia)|Download
  322 kB
First Home Buyer (or qualifying previous home owner)|Download
  236 kB
Deceased Member|Download
  339 kB
Retirement Withdrawal|Download
  380 kB
Retirement Withdrawal - Members who signed up after 1 July 2018 and were 65 or over at the time|Download
  82.9 kB
Subsequent Retirement Withdrawal|Download
  382 kB
Australian Superannuation Retirement Withdrawal|Download
  322 kB
Life Shortening Congenital Condition Withdrawal|Download
  335 kB
Subsequent Life Shortening Congenital Condition Withdrawal|Download
  79.3 kB
Direct Debit Authority|Download
  94.2 kB
Direct Debit Amendment/Cancellation|Download
  60.9 kB
Trans Tasman Transfer Form (Transferring to Australia)|Download
  243 kB
NZ Superannuation Scheme Transfer|Download
  31.9 kB
Investment Switch Form|Download
  63.2 kB
Prescribed Investor Rate (PIR)|Download
  47.9 kB
Savings Suspension Request Form (employees)|Download
  48.7 kB
KiwiSaver Deduction Form|Download
  69.3 kB
Certificate of Non-revocation|Download
  57.4 kB
Power of Attorney Declaration|Download
  59 kB
Third Party Access Request|Download
  104 kB
Annual Reports
Annual Report for the year ended 31 March 2021|Download
  394 kB
Financial Statements for the year ended 31 March 2021|Download
  2.52 MB
Other Material Information
Other Material Information|Download
  274 kB
Governing Document
Fisher Funds KiwiSaver Scheme Governing Document|Download
  1.1 MB
SIPO
Fisher Funds KiwiSaver Scheme SIPO|Download
  515 kB