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Vision Brokerage Services Mutual Fund Switch Request Form This form should be used when a client is liquidating the shares of one fund in a mutual fund family and using the proceeds to purchase shares

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What is mutual fund switch request?

Mutual fund switch request is a request made by an investor to transfer funds from one mutual fund to another within the same fund family.

Who is required to file mutual fund switch request?

Any investor who wants to move their investment from one mutual fund to another within the same fund family is required to file a mutual fund switch request.

How to fill out mutual fund switch request?

To fill out a mutual fund switch request, investors typically need to provide their account information, details of the funds they are switching from and to, and the amount to be switched.

What is the purpose of mutual fund switch request?

The purpose of a mutual fund switch request is to allow investors to reallocate their investments within the same fund family without requiring them to sell their current holdings and repurchase new ones.

What information must be reported on mutual fund switch request?

The information required on a mutual fund switch request typically includes the investor's account details, the funds involved in the switch, and the amount or percentage to be transferred.

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