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Discretionary Switch Authority For Unitized Investment Plans 1. PERSONAL DETAILS First Applicant Policy Number(s) Second Applicant 2. NOMINATION OF MANAGER I/We authorize the Company to accept the
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How to fill out delegated switching form
How to fill out delegated switching form
01
Read the instructions carefully before filling out the form.
02
Ensure you have all the necessary information and documents to complete the form.
03
Provide your personal details, such as name, contact information, and address.
04
Specify the reason for requesting delegated switching.
05
Include any supporting documentation or evidence, if required.
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Follow the format and guidelines provided in the form.
07
Double-check your entries for accuracy and completeness.
08
Submit the filled-out form to the relevant authority or department.
09
Wait for a response or confirmation regarding the delegated switching request.
Who needs delegated switching form?
01
Individuals or businesses who want to transfer or delegate their switching responsibilities to another party.
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People who are unable or prefer not to handle their switching by themselves.
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Companies or organizations that require authorized representatives to handle switching on their behalf.
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Anyone who wishes to streamline the process of switching by involving a designated person or entity.
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