Forms & Documents for
    Fisher Funds Premium Service

    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
    Premium Service Product Disclosure Statement
    Quarterly Fund Updates
    December 2023
    Premium Property & Infrastructure Fund Update December 2023
    Premium Income Fund Update December 2023
    Premium New Zealand Fund Update December 2023
    Premium Australian Fund Update December 2023
    Premium International Fund Update December 2023
    Forms
    Premium Service Direct Debit Authority Form
    Direct Debit Amendment/Cancellation Form
    Premium Service Investment Switch Form
    Premium Service Withdrawal Request Form
    Premium Service Entity Withdrawal Request Form
    Prescribed Investor Rate (PIR) Form
    Appointment of Financial Adviser Form
    Third Party Access Request Form
    Additional Account Owner or Signatory Form
    Deceased Member Withdrawal Form (Non-KiwiSaver)
    Certificate of Non-revocation
    Quarterly Updates
    Premium Service Quarterly Update - December 2023
    Premium Service Quarterly Update - October 2023
    Annual Reports
    Fisher Funds Premium Service Financial Statements for the year ended 31 March 2023
    Fisher Funds Premium Service Annual Report for the year ended 31 March 2023
    Other Material Information
    Fisher Funds Premium Service Other Material Information
    Governing Document
    Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
    SIPO
    Fisher Funds Premium Service SIPO
    Fund Fact Sheet
    Fisher Funds Premium Service Fact Sheet