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Investment Series Regular Withdrawal Request If you would like help in completing this form, please email inquiries×fisher funds.co.NZ or phone us on 0508 Fishers (0508 347 437). You can complete

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How to fill out fisher funds investment series

01

To fill out the Fisher Funds Investment Series form, follow these steps:

02

Start by providing your personal details, such as your name, address, date of birth, and contact information.

03

Indicate the type of account you would like to open, such as an individual account, joint account, trust account, or retirement account.

04

Specify the investment option you prefer, whether it's a balanced fund, growth fund, or income fund.

05

Provide the initial investment amount you would like to make.

06

If you wish to make regular contributions, indicate the frequency and amount you would like to contribute.

07

If you already have a Fisher Funds account, provide your existing account number.

08

Read and understand the terms and conditions of the investment series, and agree to them by signing and dating the form.

09

Finally, submit the completed form along with any required supporting documents to Fisher Funds for processing.

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Whether you are a beginner investor or an experienced one, the investment series offers a range of options to suit different risk appetites and investment objectives.

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Individuals who are interested in actively managing their investments and prefer a well-established fund manager like Fisher Funds can find value in the investment series.

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Furthermore, the investment series caters to various types of investors, including individuals, joint investors, trusts, and those planning for retirement.

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Overall, if you are seeking professional investment management and want to grow your wealth over the long term, the Fisher Funds Investment Series can be a suitable choice.

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What is fisher funds investment series?

Fisher Funds Investment Series refers to a specific set of investment funds managed by Fisher Funds.

Who is required to file fisher funds investment series?

Investors or individuals who have invested in Fisher Funds Investment Series are required to file relevant documents and reports.

How to fill out fisher funds investment series?

To fill out Fisher Funds Investment Series, investors need to provide relevant information about their investments and follow the guidelines provided by Fisher Funds.

What is the purpose of fisher funds investment series?

The purpose of Fisher Funds Investment Series is to provide investors with a variety of investment options managed by Fisher Funds.

What information must be reported on fisher funds investment series?

Information such as investment amount, performance data, and investor details must be reported on Fisher Funds Investment Series.

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