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ONLINE FUND SWITCHING Appointment of Investment Adviser Form Customer jargon buster Applicant The person who has applied for a Friends Life Investment Bond, Friends Life Personal Pension or Friends

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What is online fund switching appointment?

Online fund switching appointment is a process where individuals or businesses can transfer their investments from one fund to another through an online platform.

Who is required to file online fund switching appointment?

Anyone who wants to switch funds through an online platform is required to file an online fund switching appointment.

How to fill out online fund switching appointment?

To fill out an online fund switching appointment, you need to log in to your account on the platform, select the funds you want to switch from and to, and follow the instructions to complete the appointment.

What is the purpose of online fund switching appointment?

The purpose of online fund switching appointment is to provide individuals or businesses with a convenient and efficient way to manage their investments by allowing them to switch funds online.

What information must be reported on online fund switching appointment?

The information that must be reported on an online fund switching appointment includes the account details, the funds involved in the switch, the amount to be switched, and any other relevant information required by the platform.

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