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SWITCH INSTRUCTION INDIVIDUALS / ENTITY Boutique Collective Investments (RF) (Pty) Ltd administers the BCI unit trusts. It is authorized to do so as a Manager, in terms of the Collective Investment
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What is switch instruction - souformrn?
Switch instruction - souformrn is a form used to transfer assets from one investment to another within the same fund family.
Who is required to file switch instruction - souformrn?
Investors who wish to move their assets from one investment to another within the same fund family are required to file switch instruction - souformrn.
How to fill out switch instruction - souformrn?
Switch instruction - souformrn can usually be filled out online through the investor's account with the fund family. It requires selecting the current investment being switched out of and the new investment being switched into.
What is the purpose of switch instruction - souformrn?
The purpose of switch instruction - souformrn is to allow investors to easily reallocate their investments within the same fund family without incurring additional fees or taxes.
What information must be reported on switch instruction - souformrn?
Switch instruction - souformrn typically requires the investor to specify the amount being switched, the current investment, and the new investment.
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