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INVESTMENT SWITCH FORM The current Product Disclosure Statement (PDS) and Additional Information to the PDS of the Antipodes Global Fund, Antipodes Global Fund Long Only and Antipodes Asia Fund (Antipodes
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How to fill out investment switch form

01
Start by gathering all the necessary information and documents related to your investment.
02
Carefully read the instructions and guidelines provided on the investment switch form.
03
Fill in your personal details such as name, address, contact information, and account number.
04
Provide information about the current investments you wish to switch, including the investment type, fund name, and current balance.
05
Indicate the desired investment options you want to switch to, including the investment type, fund name, and desired balance allocation.
06
Double-check all the information filled in for accuracy and completeness.
07
Sign and date the investment switch form.
08
Submit the completed form to the designated investment provider or financial institution.
09
Keep a copy of the form for your records.
10
Monitor your investment account to ensure that the switch has been successfully processed.

Who needs investment switch form?

01
The investment switch form is typically needed by individuals or investors who want to make changes to their existing investment allocations.
02
It can be useful for those who wish to switch their investment funds from one type to another or reallocate their balances among different funds within the same investment provider.
03
Investors who want to adjust their investment strategies or take advantage of better performing funds may also require an investment switch form.
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The investment switch form is a document used to request a change in investment options within a financial portfolio.
Investors or account holders who wish to change their investment options within a financial portfolio are required to file an investment switch form.
To fill out an investment switch form, investors need to provide their account information, current investment options, desired investment options, and any required signatures.
The purpose of the investment switch form is to facilitate changes in investment options within a financial portfolio.
The investment switch form requires information on the investor's account details, current investments, desired investments, and any necessary signatures.
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Relevant keywords

2016 2001 PDS serviceantipodespartners 00pm distributions AFSL RBC antipodespartners CTF AML BSB FATCA NSW GPO Antipodes reinvested acknowledgements taxable Signatory Reinvest declarations applicable taxation Pinnacle certify anti relates specified truste

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