Forms & Documents for
    Fisher Funds KiwiSaver Scheme

    Product Disclosure Statement
    Fisher Funds KiwiSaver Scheme Product Disclosure Statement
    Quarterly Fund Updates
    June 2024
    KiwiSaver Conservative Fund Update June 2024
    KiwiSaver Balanced Strategy Fund Update June 2024
    KiwiSaver Growth Fund Update June 2024
    KiwiSaver GlidePath Age 30 Fund Update June 2024
    KiwiSaver GlidePath Age 50 Fund Update June 2024
    KiwiSaver GlidePath Age 60 Fund Update June 2024
    KiwiSaver GlidePath Age 75 Fund Update June 2024
    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
    KiwiSaver Preferred Provider Agreement
    Annual Reports
    Fisher Funds KiwiSaver Scheme Financial Statements for the year ended 31 March 2024
    Fisher Funds KiwiSaver Scheme Annual Report for the year ended 31 March 2024
    Other Material Information
    Fisher Funds KiwiSaver Scheme Other Material Information
    Governing Documents & Deeds
    Fisher Funds KiwiSaver Scheme Governing Document
    SIPO
    Fisher Funds KiwiSaver Scheme SIPO
    Fund Fact Sheet
    Fisher Funds KiwiSaver Scheme Fact Sheet
    Climate Statements
    Fisher Funds KiwiSaver Scheme Climate Statement