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Fisher Funds Investment Series
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Forms & Documents for
Fisher Funds Investment Series
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Product Disclosure Statements
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Product Disclosure Statement
Investment Series Product Disclosure Statement
Download
Quarterly Fund Updates
December 2023
BondPlus Fund Update December 2023
Download
CashPlus Fund Update December 2023
Download
Global Fund Update December 2023
Download
New Zealand Fixed Income Trust Fund Update December 2023
Download
Trans Tasman Equity Trust Fund Update December 2023
Download
Forms
Investment Series Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
Investment Series Investment Switch Form
Download
Investment Series Withdrawal Request Form
Download
Investment Series Entity Withdrawal Request Form
Download
Prescribed Investor Rate (PIR) Form
Download
Additional Account Owner or Signatory Form
Download
Appointment of Financial Adviser Form
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Third Party Access Request Form
Download
Certificate of Non-revocation
Download
Annual Reports
Investment Series Financial Statements for the year ended 31 March 2023
Download
Investment Series Annual Report for the year ended 31 March 2023
Download
Other Material Information
Fisher Funds Investment Series Other Material Information
Download
Governing Document
Fisher Funds Investment Series Governing Document
Download
SIPO
Fisher Funds Investment Series SIPO
Download