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Fisher Funds
Kiwi Saver Scheme
INVESTMENT STATEMENT
& APPLICATION FORM
PREPARED AT 3 DECEMBER 2014
important information
(The information in this section is required under the Securities Act 1978.)
Investment
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How to fill out fisher funds kiwisaver scheme
How to Fill out Fisher Funds KiwiSaver Scheme:
01
Visit the official Fisher Funds website or contact their customer service for information and assistance regarding the KiwiSaver Scheme.
02
Familiarize yourself with the eligibility criteria and any specific requirements for joining the scheme.
03
Complete the necessary application form provided by Fisher Funds. Ensure that you provide accurate personal details and answer all the required questions.
04
Review and understand the investment options offered by Fisher Funds. Consider your financial goals and risk tolerance to choose the most suitable investment strategy for you.
05
Decide on the contribution amount you wish to make towards your KiwiSaver account. Consider the minimum contribution required, any employer contributions available, and any additional voluntary contributions you would like to make.
06
Provide your bank account details to allow for automatic contributions or make arrangements for manual contributions.
07
Consider seeking independent financial advice if needed before finalizing your decision to join the Fisher Funds KiwiSaver Scheme.
08
Once you have completed the application form and agreed to the terms and conditions, submit the form to Fisher Funds either electronically or by mail as per their instructions.
09
Await confirmation of your membership and any further instructions from Fisher Funds regarding your KiwiSaver account.
Who Needs Fisher Funds KiwiSaver Scheme:
01
Any individual who is a New Zealand resident and is eligible to join a KiwiSaver scheme can consider Fisher Funds as an option for managing their retirement savings.
02
Those who are looking for a reputable and experienced investment manager to handle their KiwiSaver funds may find Fisher Funds appealing.
03
Individuals who prefer a wide range of investment options to choose from can find Fisher Funds KiwiSaver Scheme suitable for diversifying their investments.
04
Those who wish to maximize their savings by taking advantage of any employer contributions, government contributions, or other KiwiSaver benefits may benefit from joining the Fisher Funds scheme.
05
Individuals who value expert financial advice and personalized customer service may find Fisher Funds to be a suitable provider for their KiwiSaver needs.
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What is fisher funds kiwisaver scheme?
Fisher Funds KiwiSaver Scheme is a voluntary savings scheme in New Zealand that helps individuals save for retirement.
Who is required to file fisher funds kiwisaver scheme?
Individuals who want to save for retirement and are eligible to join the KiwiSaver scheme can participate in Fisher Funds KiwiSaver Scheme.
How to fill out fisher funds kiwisaver scheme?
To fill out Fisher Funds KiwiSaver Scheme, individuals can contact Fisher Funds directly or visit their website for more information.
What is the purpose of fisher funds kiwisaver scheme?
The purpose of Fisher Funds KiwiSaver Scheme is to help individuals save for retirement and grow their savings over time.
What information must be reported on fisher funds kiwisaver scheme?
The information reported on Fisher Funds KiwiSaver Scheme includes contributions made, investment returns, and account balance.
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