Get the free Investec Switch Form - Maysure Financial Services
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Unit trust switch instruction
Please fax this form to 0861 500 100, or alternatively financial advisers can upload this instruction via our secure
website at https://www.secure.sso.za.investec.com
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What is investec switch form?
The investec switch form is a document used to initiate a switch of funds between different investment options within Investec.
Who is required to file investec switch form?
Investec clients who wish to switch funds between investment options are required to file the investec switch form.
How to fill out investec switch form?
To fill out the investec switch form, you need to provide your personal details, account information, the investment options you want to switch from and to, and sign the form.
What is the purpose of investec switch form?
The purpose of the investec switch form is to facilitate the transfer of funds between different investment options within Investec.
What information must be reported on investec switch form?
The investec switch form requires you to report your personal details, account information, and the specific investment options you want to switch from and to.
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