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ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD Reg No. 1969/018487/07 | FANS License no: 1177 Operations & Administration Alexander Forbes, 115 West Street, Sundown, 2196 P O Box 652071, Kenmore, 2010 Tel:

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What is af lifestage portfolio switch?

af lifestage portfolio switch is a feature that allows investors to change their investment allocation in a portfolio based on their age or lifestage. It is commonly used in retirement plans to automatically adjust the asset allocation as the investor gets closer to retirement.

Who is required to file af lifestage portfolio switch?

Investors who have chosen to utilize the af lifestage portfolio switch feature in their investment plans are required to file the necessary paperwork to initiate the switch.

How to fill out af lifestage portfolio switch?

To fill out the af lifestage portfolio switch, investors need to provide their personal information, current investment allocation, and desired new investment allocation. This information can usually be submitted online or through a paper form provided by the retirement plan administrator.

What is the purpose of af lifestage portfolio switch?

The purpose of af lifestage portfolio switch is to ensure that the investment allocation of an individual's portfolio aligns with their changing risk tolerance and investment goals as they move through different stages of life. By automatically adjusting the asset allocation, it aims to optimize the investment strategy for each lifestage.

What information must be reported on af lifestage portfolio switch?

The information that must be reported on the af lifestage portfolio switch includes the investor's personal details, current investment allocation, desired new investment allocation, and any other relevant instructions or preferences.

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