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Switching form Investor code: Personal particulars Title: Mr Mrs Miss Other Surname: Full names: Postal address: Postal code: Identity number: Date of birth: (compulsory) Tel. No. (h): () Tel. No.
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How to fill out switching form - satrix
How to fill out switching form - satrix:
01
Download the switching form from the official Satrix website or request a copy from your financial advisor.
02
Start by entering your personal information, including your name, contact details, and relevant account numbers.
03
Indicate the type of switch you want to make. This could be switching between different Satrix funds or transferring your investments to another provider.
04
Specify the amount or percentage you wish to switch. If you're transferring to a different provider, provide all the necessary information for the new account.
05
Read the terms and conditions carefully. Make sure you understand any fees or charges associated with the switch.
06
Sign and date the form. If applicable, have your financial advisor or broker also sign the form.
07
Submit the completed form to your financial advisor or directly to the Satrix office.
Who needs switching form - satrix:
01
Investors who currently hold investments in Satrix funds but wish to switch to a different fund within the Satrix range.
02
Those who want to transfer their investments from Satrix to another investment provider.
03
Individuals who want to adjust the allocation of their investments within the Satrix funds to align with their changing investment objectives or risk tolerance.
Remember, before making any investment decisions or switching funds, it is important to consult with a qualified financial advisor who can provide personalized advice based on your individual circumstances.
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