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Entity no.IMS Products
Switch and redemption instructionPlease print clearly in block letters
Please fax this form to 0861 500 300 or +27 (11) 263 6061 (international fax no.). Financial advisors
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How to fill out switch and redemption instruction
How to fill out switch and redemption instruction
01
To fill out a switch and redemption instruction, follow these steps:
02
Begin by logging into your account on the platform where you hold your investments.
03
Navigate to the section or page dedicated to managing your investments.
04
Look for the option to perform a switch or redemption.
05
Select the investment product or fund you wish to switch or redeem.
06
Specify the desired amount or percentage you want to switch or redeem.
07
Provide any additional instructions or preferences, if applicable.
08
Review all the provided information for accuracy.
09
Submit the switch or redemption instruction.
10
Make note of any confirmation or reference number provided for future reference.
11
Keep track of the processing time for the switch or redemption to be completed.
12
Monitor your account to ensure the switch or redemption is executed successfully.
Who needs switch and redemption instruction?
01
Switch and redemption instructions are typically needed by individuals who hold investments or funds in various asset classes.
02
These instructions may be required when someone wants to make changes to their investment portfolio or redeem their investments for liquidation.
03
Investors, both individual and institutional, may require switch and redemption instructions based on their investment strategies and financial goals.
04
Financial advisors and investment managers may also need to provide these instructions on behalf of their clients.
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What is switch and redemption instruction?
Switch and redemption instruction is a request to convert or redeem investments in a specific fund or security.
Who is required to file switch and redemption instruction?
Investors or account holders who wish to convert or redeem their investments are required to file switch and redemption instruction.
How to fill out switch and redemption instruction?
Switch and redemption instruction can typically be filled out online or by submitting a form provided by the financial institution or investment company.
What is the purpose of switch and redemption instruction?
The purpose of switch and redemption instruction is to manage and adjust investment holdings according to the investor's preferences or needs.
What information must be reported on switch and redemption instruction?
Switch and redemption instruction typically requires information such as the account holder's details, the fund or security to be converted or redeemed, and the desired action to be taken.
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