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Fisher Funds TWO Kiwi Saver Scheme Investment Statement & Application Form Prepared at 18 March 2016 Important information (The information in this section is required under the Securities Act 1978.)
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How to fill out fisher funds two kiwisaver

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How to fill out Fisher Funds Two KiwiSaver:

01
Visit the Fisher Funds website or speak with a financial advisor to obtain the necessary application form for the Fisher Funds Two KiwiSaver.
02
Fill out the application form accurately and provide all the required personal information such as your full name, address, date of birth, contact details, and IRD number.
03
Decide on your investment strategy - Fisher Funds Two KiwiSaver offers a range of investment options to suit different risk appetites and financial goals. Consider your investment horizon, financial objectives, and risk tolerance before selecting the appropriate investment strategy.
04
Indicate your contribution level - Choose whether you want to contribute 3%, 4%, 6%, 8%, or 10% of your gross salary to your Fisher Funds Two KiwiSaver account. If you're self-employed or not employed, you can choose to make voluntary contributions directly.
05
Nominate your preferred beneficiaries - Fisher Funds Two KiwiSaver allows you to nominate beneficiaries who will receive the funds in your account in case of your untimely demise. Ensure you provide the necessary details of the beneficiaries, such as their full names and contact information.
06
Complete the declaration section - Sign and date the application form, confirming that the information provided is accurate and that you have read and understood the terms and conditions of the Fisher Funds Two KiwiSaver.
07
Submit the completed application form - Mail or deliver the filled-out application form to the designated Fisher Funds address mentioned on the form. Alternatively, submit it online if the option is available.

Who needs Fisher Funds Two KiwiSaver:

01
Individuals who want to save for retirement - Fisher Funds Two KiwiSaver is designed to help individuals accumulate funds for their retirement. It offers various investment options to suit different risk profiles, allowing individuals to choose an approach that aligns with their financial goals.
02
New Zealand residents or citizens - Fisher Funds Two KiwiSaver is specifically tailored for individuals who reside or hold citizenship in New Zealand. It is a government-regulated retirement savings scheme available to eligible New Zealanders.
03
Individuals looking for professional fund management - Fisher Funds Two KiwiSaver is managed by experienced investment professionals who employ strategic investment strategies based on extensive research and analysis. This appeals to individuals who prefer to have their retirement funds managed by experts.
04
Those seeking flexibility with contributions - Fisher Funds Two KiwiSaver allows individuals to choose their desired contribution level, giving them the flexibility to save based on their financial situation and goals. It accommodates both employed individuals who automatically contribute a portion of their salary and self-employed or unemployed individuals who can make voluntary contributions.
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Fisher Funds Two KiwiSaver is a retirement savings scheme offered by Fisher Funds.
Individuals who are members of the Fisher Funds Two KiwiSaver scheme are required to file.
You can fill out Fisher Funds Two KiwiSaver forms online through their website or by contacting their customer service.
The purpose of Fisher Funds Two KiwiSaver is to help individuals save for their retirement.
Details of contributions, investment options chosen, and personal information must be reported on Fisher Funds Two KiwiSaver.
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