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    • Fisher Funds LifeSaver Plan

    Forms & Documents for
    Fisher Funds LifeSaver Plan

    Product Disclosure Statement
    LifeSaver Plan Product Disclosure Statement
    Download
    Quarterly Fund Updates
    March 2024
    LifeSaver Plan Preservation Fund Update March 2024
    Download
    LifeSaver Plan New Zealand Fixed Income Fund Update March 2024
    Download
    LifeSaver Plan Conservative Fund Update March 2024
    Download
    LifeSaver Plan Balanced Fund Update March 2024
    Download
    LifeSaver Plan Growth Fund Update March 2024
    Download
    LifeSaver Plan Equity Fund Update March 2024
    Download
    LifeSaver Plan Trans Tasman Equity Fund Update March 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 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
    LifeSaver Plan Financial Statements for the year ended 31 March 2023
    Download
    LifeSaver Plan Annual Report for the year ended 31 March 2023
    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
    KiwiSaver
    Managed Funds
    Funds & performance
    Investing with us

    Disclaimer: Fisher Funds includes Fisher Funds Management Limited ("Fisher Funds") and Fisher Funds Wealth Limited. Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Scheme, Fisher Funds TWO KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, LifeSaver Plan, and Investment Series. Fisher Funds Wealth Limited is the issuer of the Fisher Funds KiwiSaver Plan and Fisher Funds Investment Funds. A PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at disclose-register.companiesoffice.govt.nz/. Fisher Funds Management Limited is also the issuer of the Fisher Funds FuturePlan. Professional investment advice should be taken before making an investment. A disclosure statement is available from your adviser, on request and free of charge.

    Fund performance figures do not include entry fees, exit fees, or any other fees associated with buying or selling units in the fund, or tax, but do include any tax credits applicable to the funds since October 2007. Information, calculations, and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

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