Get the free REBALANCING SERVICE FORM - Sun Life Global

There is no fee for this service and your dealer may not apply a switch fee. Rebalancing transactions will be .... sunlifeglobalinvestments.com. Sun Life Global Investments (Canada) Inc., 2014.

How to fill out rebalancing service form

How to fill out rebalancing service form

1. First, gather all the necessary information required to fill out the rebalancing service form.
2. Start by providing your personal details such as your name, contact information, and address.
3. Next, specify the type of assets you hold and the current allocation of these assets.
4. Indicate your desired asset allocation or the target allocation you wish to achieve.
5. If there are specific instructions or preferences for the rebalancing process, make sure to include them in the form.
6. Review all the entered information for accuracy and completeness before submitting the form.
7. Once the form is filled out, submit it to the respective rebalancing service provider for further processing.
8. Keep a copy of the filled form for your records and reference, if needed.

Who needs rebalancing service form?

1. Investors who hold a diverse portfolio of assets and want to maintain an optimal asset allocation.
2. Individuals who prefer professional assistance in rebalancing their investment portfolio.
3. Those who want to ensure their investments align with their financial goals and risk tolerance.
4. Financial advisors or wealth managers who handle the rebalancing process on behalf of their clients.
5. Institutional investors or organizations managing complex investment portfolios.

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What is rebalancing service form?

The rebalancing service form is a document used to request changes or adjustments in an investment portfolio to bring it back to its target asset allocation.

Who is required to file rebalancing service form?

Investors or financial advisors who manage investment portfolios may be required to file a rebalancing service form.

How to fill out rebalancing service form?

The rebalancing service form typically requires information about the current asset allocation, desired target allocation, and specific changes to be made in the portfolio.

What is the purpose of rebalancing service form?

The purpose of the rebalancing service form is to ensure that the investment portfolio stays aligned with the investor's goals and risk tolerance.

What information must be reported on rebalancing service form?

The information reported on the rebalancing service form usually includes details about the current holdings, target allocations, and any changes to be made.