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CSILAS02 Request for Fund Switching Policy Number / H.K.I.D. Card / Passport Number Daytime Telephone No. Name of Insured Basic Account Fund Name to switch out from Fund Percentage (%) Fund Name to
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How to fill out request for fund switching

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How to fill out a request for fund switching:

01
Start by opening the request form provided by your financial institution or investment company. Ensure that you have all the necessary information and documents ready, such as your account details and investment preferences.
02
Fill in your personal information accurately. This may include your full name, contact information, social security number, and any other identification numbers required by your financial institution. Double-check all the details to avoid any errors.
03
Indicate the reason for your fund switching request. It could be a desire to diversify your investment portfolio, change your risk tolerance, or any other valid reason. Be specific about the funds you want to switch from and the funds you want to switch to.
04
Specify the amount or percentage of the funds you wish to switch. You may need to provide the ticker symbols or the names of the funds involved to ensure accuracy. If you want to switch all the funds in a particular account, make sure to mention this explicitly.
05
Consider any specific instructions you have regarding the fund switching process. For example, you may want the switch to happen immediately or at a specific date in the future. Communicate any deadlines or preferences clearly to avoid any confusion.
06
Review the completed form for any errors or missing information. Ensure that your signature and date are provided at the designated places, as your request may not be processed without these. Make a photocopy or take a picture of the completed form for your records.

Who needs a request for fund switching?

01
Investors who want to reallocate their investment funds to different options within their investment account.
02
Individuals who wish to adjust their risk exposure or investment strategy.
03
Customers looking to transfer their funds from one fund or investment product to another within the same financial institution or investment company.
Keep in mind that the specific requirements for requesting a fund switch may vary depending on your financial institution or investment company. It is always recommended to refer to their guidelines, contact customer support, or consult with a financial advisor for personalized assistance.
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Request for fund switching is a formal application made by an investor to move their investment from one fund to another within the same financial institution.
Any investor who wishes to change their investment from one fund to another within the same financial institution is required to file a request for fund switching.
Investors can fill out a request for fund switching form provided by the financial institution, specifying the details of the current fund, the desired fund, and any other required information.
The purpose of request for fund switching is to allow investors to reallocate their investments to different funds within the same financial institution.
The request for fund switching must include details of the current fund, the desired fund, the investor's information, and any other necessary information specified by the financial institution.
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CS-ILAS02 hk yyyy chinalife USD100 YY transferee Policyholder Allocation PICS Intermediary acknowledgement Applicant unchanged provision downloaded completion accordance Premium

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