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Wealth Switching instruction Contract number P Investment option Please note: 1. For investments with local components: a. If there is an active debit order on the investment, please remember to adjust

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What is momentum wealth switching instruction?

Momentum wealth switching instruction is a process through which an investor can transfer their investments from one fund to another within the Momentum Wealth platform.

Who is required to file momentum wealth switching instruction?

Investors who wish to reallocate their investments within the Momentum Wealth platform need to file a momentum wealth switching instruction.

How to fill out momentum wealth switching instruction?

To fill out the momentum wealth switching instruction, investors need to provide their account details, select the desired funds for switching, specify the amount or percentage to be switched, and sign the instruction form.

What is the purpose of momentum wealth switching instruction?

The purpose of momentum wealth switching instruction is to allow investors to manage and adjust their investment portfolio by switching between funds based on their investment strategy and objectives.

What information must be reported on momentum wealth switching instruction?

The momentum wealth switching instruction typically requires the investor to report their account details, the funds involved in the switch, the amount or percentage to be switched, and their authorized signature.

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