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MetLife Retirement Portfolio Fund Switch / Investment Choice Change Form Beacon House, 27 Clarendon Road, Belfast BT1 3BG 0800 022 3131 www.metlife.co.uk Before you start This form can be used to

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How to fill out fund switch investment choice

How to Fill Out Fund Switch Investment Choice:

01

Login to your investment account: Access your investment account by visiting the website or using the mobile app.

02

Locate the fund switch option: Look for the specific section or tab where you can make changes to your investment choices. This is usually found under the "Manage Investments" or "Investment Options" section.

03

Select the fund switch option: Once you have found the relevant section, click on the fund switch option to proceed with making changes to your investments.

04

Choose the desired investment fund: Review the available investment fund options and select the one you wish to switch to. Take into consideration their performance, risk level, and investment objectives before making a decision.

05

Specify the investment amount: Determine the amount of money you want to allocate to the selected investment fund. You may have the option to switch the entire balance or only a portion of it.

06

Confirm your choices: Double-check the details of your fund switch, including the chosen investment fund and the investment amount. Make sure everything is accurate before proceeding.

07

Submit the request: Once you are confident with your selections, submit the fund switch request. This may require you to click on a "Submit" or "Confirm" button, depending on the platform you are using.

Who needs fund switch investment choice?

01

Investors looking to diversify their portfolio: Fund switch investment choice can be beneficial for individuals who want to diversify their investment portfolio by allocating funds to different investment options that have the potential for higher returns or lower risk.

02

Investors seeking to adjust their investment strategy: Some investors may choose to switch funds to adapt to changes in the market or their personal financial goals. Fund switch investment choice allows them to make adjustments and align their investments with their changing needs.

03

Individuals with changing risk preferences: As time goes on, an individual's risk tolerance may change. Some investors may prefer to switch their investments from higher-risk funds to more conservative options as they approach retirement or experience changes in their financial circumstances.

Overall, fund switch investment choice provides investors with the flexibility and control to make changes to their investment holdings based on their individual circumstances, financial goals, and market conditions.

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What is fund switch investment choice?

Fund switch investment choice is a process of transferring investments from one fund to another within a specific investment account.

Who is required to file fund switch investment choice?

Investors or account holders who wish to change the allocation of their investments within a specific account are required to file fund switch investment choice.

How to fill out fund switch investment choice?

To fill out fund switch investment choice, investors need to indicate the funds they are transferring from and to, as well as the percentage or amount of the transfer.

What is the purpose of fund switch investment choice?

The purpose of fund switch investment choice is to allow investors to adjust their investment allocation according to their financial goals and risk tolerance.

What information must be reported on fund switch investment choice?

The information that must be reported on fund switch investment choice includes the name of the funds being switched, the amount or percentage of the transfer, and the account details.

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