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Get the free Change of Investment Choice Form EXECUTIVE SUPER amp SELECT

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Change of Investment Choice Form: EXECUTIVE SUPER & SELECT SUPER For assistance & inquiries: pH 132 467 Please send this completed form to: Entrust Super, GPO Box 1416, Brisbane QLD 4001 Please write
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How to fill out change of investment choice

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How to fill out change of investment choice:

01
Begin by accessing the appropriate form. Check with your investment provider or financial institution to determine the specific form required for changing your investment choice.
02
Fill in your personal information: Provide your full name, address, contact details, and any other required personal identification information as requested on the form.
03
Indicate the reason for the change: Specify the reason why you are requesting a change in your investment choice. This could include changes to your financial goals, risk appetite, or any other relevant factors.
04
Review your current investment: Include details about your existing investment, such as the fund or account name, account number, and the specific investment option you currently hold.
05
Select the new investment choice: Indicate the investment option you wish to change to. This could involve selecting a new fund, reallocating your existing investment, or any other desired change. Provide specific details on the new investment option, such as the fund or account name, and the desired allocation percentage if applicable.
06
Consider any investment restrictions: Take note of any potential restrictions or limitations associated with the investment choice change. This could include minimum investment amounts or holding periods, which may vary depending on your investment provider or the specific funds or accounts you are switching between.
07
Sign and date the form: Once you have completed all the necessary information, carefully read the form's instructions and sign and date it in the designated areas.

Who needs change of investment choice?

01
Individuals with changing financial goals: If your financial objectives or risk tolerance have shifted since you initially made your investment choice, you may need to change your investment strategy. Adjusting your investment can help align it with your current goals and preferences.
02
Investors seeking diversification: If you believe that diversifying your investment portfolio is crucial to spread risk and potentially enhance returns, you may choose to change your investment to include different asset classes or funds.
03
Those dissatisfied with current performance: If your current investment choice is not meeting your expectations or is underperforming, you might consider changing your investment to explore other opportunities that may provide better results.
04
Individuals with changing life circumstances: Major life events, such as marriage, starting a family, or nearing retirement, can necessitate a change in investment choice to accommodate new financial needs and priorities.
05
Investors seeking to align with market conditions: Changes in economic conditions or market trends may influence your investment strategy. Adjusting your investment choice can help you take advantage of new opportunities or protect your portfolio from potential risks.
Remember, it is always advisable to consult with a financial advisor or seek professional guidance before making any significant changes to your investment portfolio.
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Change of investment choice refers to the process of selecting a different investment option within a retirement plan.
Participants in a retirement plan who wish to switch their investment options are required to file a change of investment choice.
To fill out a change of investment choice form, participants usually need to indicate their current investment selection and specify the new investment option they would like to switch to.
The purpose of change of investment choice is to allow participants to adjust their investment portfolios according to their investment goals and risk tolerance.
Participants must report their current investment selection, the new investment choice, and any other required personal information on the change of investment choice form.
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