About the proposed transfer
Thank you for the trust you place in us to be your KiwiSaver provider. Our advisers and investment managers are committed to maximising long-term returns to help achieve your goals.
Fisher Funds has evolved over the years, and we are now one of the largest specialist KiwiSaver providers in the country. Part of that growth has come from acquiring the KiwiSaver scheme portfolios of other businesses including Tower, Aon and Kiwi Wealth. This means we have been managing several KiwiSaver schemes at once.
We have begun working with the Financial Markets Authority (FMA) to reduce the number of schemes we offer, removing complexity and making it simpler and easier to get what you need from us when you call, login or look online. We are proposing to close the scheme you are in after transferring you to another scheme that contains equivalent funds with the same investment strategy and asset allocation.
There’s no extra cost to you and your fees will remain the same or lower. To proceed with this transfer, we must go through a rigorous process overseen by the FMA to ensure we meet all regulatory requirements and that the transfer is in your best interests.
"Your fees will remain the same or lower."
Fisher Funds TWO KiwiSaver Scheme proposed transfer timeline:
Notify clients of the proposal to transfer
10 April 2026
Client submission period to FMA
13 April 2026 - 8 May 2026
FMA review period
9 - 22 May 2026
Clients notified of the outcome of the proposal (notice will be on or around this date)
25 May 2026
If FMA approves, transfer of all Fisher Funds TWO KiwiSaver Scheme clients to Fisher Funds KiwiSaver Plan
28 May - 7 June 2026
Fisher Funds KiwiSaver Plan transfer complete
8 June 2026
What do you need to do?
You do not need to do anything for the proposed transfer to proceed. If the FMA approves the transfer, it will take place automatically. Read the information in this booklet to learn the full details of the proposed transfer including key features and similarities between the schemes, important dates, questions and answers and where to go for more information.
If you have any concerns about the proposed transfer, you can contact the Fisher Funds team in the first instance or you can make a submission to FMA. The FMA will consider any submissions they receive before making a decision on whether to approve the transfer.
We will contact you when the FMA have approved the transfer, and also when the transfer has been completed so you can update any automatic payments.
Got more questions? Here's how you can contact us:
Email us
Our friendly team is here to help.
Chat with us
Our friendly team is here to help.
Talk to us
Book a time for us to call when it suits you.