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Section 1 Account Details Title First Name/s Surname Date of Birth Address City Country Home Phone Email Address FF632 - 10/16 Work Phone Postcode Mobile Account Number FISHER FUNDS INVESTMENT SERIES Section 2 Changing Your Investment Please complete this section to indicate which fund you would like to switch some/all of your investment out of. Name of Fund Percentage OR Dollar Amount Fisher Funds CashPlus Fund Fisher Funds NZ Fixed Income Trust Fisher Funds BondPlus Fund Fisher Funds Multi...
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Investment series refers to a set of reports that include detailed information about financial investments made by an individual or organization.
Individuals or organizations who have made financial investments and meet certain reporting requirements are required to file investment series.
Investment series can be filled out by providing detailed information about each financial investment made, including the amount invested, the date of the investment, the type of investment, and any returns or earnings from the investment.
The purpose of investment series is to provide transparency and accountability in financial investments, as well as to ensure compliance with reporting requirements set by regulatory authorities.
Information such as the amount and date of each investment, the type of investment (e.g. stocks, bonds, real estate), any earnings or returns from the investments, and the total value of the investments must be reported on investment series.
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