When can I access my LifeSaver funds?
If you're an Employee Investor you'll need to refer to your employer's supplement to determine the circumstances in which you can make a withdrawal.
For Individual Investors:
Regular withdrawals
You can elect to make regular withdrawals (currently a minimum of $250 applies).
Lump sum withdrawals
You can also make a lump sum withdrawal at any time (currently a minimum of $500 applies).
I am an employee investor and I'm entitled to a benefit payment, what are my options?
There are a number of options available to you:
You can transfer to another Fisher Funds investment. We offer a wide range of managed funds to align with your financial needs as you move through the many stages of your investing life; or
You can withdraw your investment in your employer's LifeSaver scheme.
What happens if I leave my employer?
Existing Individual Investors
As your contributions to your LifeSaver account are unrelated to your employment status, this doesn't affect you.
Employee Investors
You will be entitled to a benefit payment and will need to complete a withdrawal form. The type of benefit payment will depend on your reason for leaving your employer. For example, if you retire, you'll be eligible for a retirement benefit. If you resign, you'll be eligible for a resignation benefit. Please check your employer's supplement for more information.