Forms & Documents for
    Fisher Funds KiwiSaver Scheme

    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.

    Product Disclosure Statement
    Fisher Funds KiwiSaver Scheme Product Disclosure Statement
    Quarterly Fund Updates
    December 2023
    KiwiSaver Scheme Conservative Fund Update December 2023
    KiwiSaver Scheme Balanced Strategy Fund Update December 2023
    KiwiSaver Scheme Growth Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 30 Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 50 Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 60 Fund Update December 2023
    KiwiSaver Scheme GlidePath Age 75 Fund Update December 2023
    Forms
    Serious Illness Withdrawal Form
    KiwiSaver Significant Financial Hardship Withdrawal Form
    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