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STANLEY Wealth Management Limited Registration number 1996/005412/06 Authorized Administrative FSP in terms of the FANS Act, 2002 (FSP No. 26/10/590) 17 Melrose Boulevard Melrose Arch 2196 P O Box

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What is classic range switch instruction?

The classic range switch instruction is a mechanism used to transfer a range of assets from one investment option to another within a classic range portfolio, typically in a retirement account.

Who is required to file classic range switch instruction?

Individuals or entities who hold a classic range portfolio and wish to transfer assets between investment options need to file a classic range switch instruction.

How to fill out classic range switch instruction?

To fill out a classic range switch instruction, you need to provide information about your current investment options, the specific assets you want to transfer, the target investment options, and the desired allocation percentages for each option.

What is the purpose of classic range switch instruction?

The purpose of a classic range switch instruction is to allow individuals to make changes to their investment options within a classic range portfolio to align with their investment objectives or market conditions.

What information must be reported on classic range switch instruction?

A classic range switch instruction should include details such as the account holder's name, account number, current investment options, target investment options, asset transfer amounts, and allocation percentages.

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