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Investment s w itch r EU e s t form This form should be used for policies that are held on a Guided Architecture basis. N o t e s o n c o m pl e t i n g t h i s f o r m Please ensure that all sections

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How to fill out utmost investment switch request

01

To fill out utmost investment switch request, follow these steps:

02

Start by logging into your utmost investment account.

03

Navigate to the 'Switch' section in your account.

04

Select the investment product you wish to switch from.

05

Choose the investment product you want to switch to.

06

Enter the desired amount or percentage you wish to switch.

07

Review the details of the switch request.

08

Confirm the switch request by submitting it.

09

Monitor the status of your switch request in your account dashboard.

10

Once the switch is completed, verify the new investment product details in your account.

Who needs utmost investment switch request?

01

Anyone who is an utmost investment account holder and wants to transfer funds from one investment product to another within their account needs to submit an utmost investment switch request.

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What is utmost investment switch request?

The utmost investment switch request is a request to switch or change the maximum amount that an investor can invest in a particular fund or investment option.

Who is required to file utmost investment switch request?

Investors who wish to change or adjust their maximum investment amount in a specific fund or investment option are required to file an utmost investment switch request.

How to fill out utmost investment switch request?

To fill out an utmost investment switch request, investors typically need to provide their account information, details of the fund or investment option they wish to switch, and the new maximum investment amount.

What is the purpose of utmost investment switch request?

The purpose of the utmost investment switch request is to allow investors to adjust or change the maximum amount they can invest in a particular fund or investment option to meet their investment objectives.

What information must be reported on utmost investment switch request?

The utmost investment switch request must include the investor's account details, the specific fund or investment option they wish to switch, the current maximum investment amount, and the new maximum investment amount.

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