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This document is designed for existing investors to process instructions for switching between funds within the Kagiso unit trust range. It outlines necessary investor information, switch instructions,
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How to fill out switch instruction form
How to fill out SWITCH INSTRUCTION FORM
01
Obtain the SWITCH INSTRUCTION FORM from your service provider.
02
Fill in the personal information section including your name, address, and account number.
03
Provide details of the current service provider and the new provider.
04
Specify the date you wish the switch to take effect.
05
Sign and date the form at the designated area.
06
Submit the completed form to your new service provider.
Who needs SWITCH INSTRUCTION FORM?
01
Customers wishing to switch their service provider.
02
Individuals looking to change their telecommunications or utility service.
03
Businesses that want to change service providers for better offers or services.
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What is SWITCH INSTRUCTION FORM?
The SWITCH INSTRUCTION FORM is a document used to facilitate the transfer or switch of investments or assets from one account or fund to another.
Who is required to file SWITCH INSTRUCTION FORM?
Individuals or entities that wish to change their investment allocations or transfer their holdings from one investment option to another are required to file the SWITCH INSTRUCTION FORM.
How to fill out SWITCH INSTRUCTION FORM?
To fill out the SWITCH INSTRUCTION FORM, you must provide your personal and account information, specify the investments to be switched, and indicate the amount or percentage to be transferred to the new investment. Additionally, you may need to sign and date the form.
What is the purpose of SWITCH INSTRUCTION FORM?
The purpose of the SWITCH INSTRUCTION FORM is to formally request and document the desire to switch investments, ensuring that all necessary information is provided for processing the transaction.
What information must be reported on SWITCH INSTRUCTION FORM?
The information that must be reported on the SWITCH INSTRUCTION FORM includes account holder details, current investment details, new investment selections, and any specific instructions regarding amounts or percentages for the switch.
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