Investing with Fisher Funds is very simple!
- Download and review the Investment Statement for the fund you wish to invest in or contact our team on 0508 FISHER (0508 347437) and we can send you an information pack in the post.
- Complete and sign the Application Form (located toward the rear of the Investment Statement). If you want to setup a monthly direct debit please complete the separate direct debit form indicating amount, frequency and relevant bank account details.
Before sending in your Application Form, please be sure to do the following:
- Read the How to Invest section in the Investment Statement
- Complete your personal and contact details
- Enter your IRD number and select your prescribed investor tax rate (PIR)
- Enter the amount you are investing in the Investment Details section
- Sign and date the Application Form
- Include a copy of your identification (if not paying by personal cheque)
- Keep a copy of your Application Form
Return the original Application Form with your cheque attached to:
Fisher Funds Management Limited
C/- Trustee Executors Limited
PO Box 409
Wellington, 6140
Please contact our Client Services team if you want to arrange an electronic transfer for your investment.
