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Fisher Funds LifeSaver Plan
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Fisher Funds LifeSaver Plan
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Product Disclosure Statements
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Product Disclosure Statement
LifeSaver Plan Product Disclosure Statement
Download
Quarterly Fund Updates
September 2024
LifeSaver Plan Preservation Fund Update September 2024
Download
LifeSaver Plan New Zealand Fixed Income Fund Update September 2024
Download
LifeSaver Plan Conservative Fund Update September 2024
Download
LifeSaver Plan Balanced Fund Update September 2024
Download
LifeSaver Plan Growth Fund Update September 2024
Download
LifeSaver Plan Equity Fund Update September 2024
Download
LifeSaver Plan Trans Tasman Equity Fund Update September 2024
Download
Forms
LifeSaver Plan Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
LifeSaver Plan Investment Switch Form
Download
LifeSaver Plan Withdrawal Request Form
Download
LifeSaver Plan First Home Withdrawal Form
Download
LifeSaver Plan Significant Financial Hardship Withdrawal Form
Download
LifeSaver Plan NZRDA – Location Transfer Form
Download
LifeSaver Plan Employer Authorised Signatories Form
Download
Prescribed Investor Rate (PIR) Form
Download
Appointment of Financial Adviser Form
Download
Third Party Access Request Form
Download
Certificate of Non-revocation
Download
Annual Reports
Fisher Funds LifeSaver Plan Financial Statements for the year ended 31 March 2024
Download
Fisher Funds LifeSaver Plan Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds LifeSaver Plan Other Material Information
Download
Governing Documents & Deeds
Fisher Funds LifeSaver Plan Governing Document
Download
SIPO
Fisher Funds LifeSaver Plan SIPO
Download
Climate Statements
Fisher Funds LifeSaver Plan Climate Statement
Download