Scheme service provider
| Fisher Funds TWO KiwiSaver Scheme | Fisher Funds KiwiSaver Plan | |
|---|---|---|
| Manager | Fisher Funds Management Limited | Fisher Funds Management Limited |
| Supervisor | Trustees Executors Limited | Public Trust |
| Custodian | Apex Investment Administration (NZ) Limited | Public Trust |
| Administration Manager | Apex Investment Administration (NZ) Limited | Apex Investment Administration (NZ) Limited |
| Investment Manager | Fisher Funds Management Limited | Fisher Funds Management Limited |
Services and communication
When it comes to telling you how your KiwiSaver account is doing, it's important to know what help
you'll
receive and how you'll be kept informed.
|
Fisher Funds TWO KiwiSaver Scheme
|
Fisher Funds KiwiSaver Plan
|
|
|---|---|---|
|
Online access to account information
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Monthly performance update email
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Investment update on markets and fund performance
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Quarterly member reporting
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Annual member reporting
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Email newsletter
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Investor webinars
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Annual roadshows
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In-house financial advice team
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Rebalancing of non-GlidePath accounts
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*The majority of the information that is contained in the quarterly report will be available
via the
monthly performance report and in the Fisher Funds Online portal, though not necessarily in the
same
format.
** Fisher Funds KiwiSaver Plan offers members the opportunity to have their account rebalanced
on a
quarterly basis if the percentage of your account invested in one or more of your selected funds
differs
by 5% or more from the percentage specified in your investment direction. Note rebalancing is
not
available if your future contributions are being allocated to a mix of funds that differs from
your
current investment strategy. You can opt in to the rebalancing service once the transfer is
complete by
choosing the option in the Fisher Funds Online portal or by contacting Fisher Funds.