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Suite 502, 685 Burke Road, Camber well, Vic, 3124 MAIL TO: PO Box 1347, Camber well, Vic, 3124 P+61 3 8803 6120F+61 3 8803 6121 E investors×principled.com.AU ABN13 089 384 172www.PRINCIPLEDMORTGAGES.com.investment

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How to fill out investment switching form

01

To fill out an investment switching form, follow these steps:

02

Obtain the investment switching form from your investment provider.

03

Read the instructions and terms mentioned on the form carefully.

04

Fill in your personal information, such as name, address, and contact details.

05

Specify your existing investment details, including the investment type, account number, and current fund allocation.

06

Indicate the desired changes in your investment allocation by specifying the new fund allocation percentages for each investment option.

07

Provide any additional information or instructions if required.

08

Double-check all the entered information for accuracy and completeness.

09

Sign and date the form in the designated space.

10

Submit the completed investment switching form to your investment provider through the specified channel (mail, online submission, etc.).

Who needs investment switching form?

01

Anyone who has an existing investment and wishes to change or adjust their fund allocation needs an investment switching form.

02

This form is typically required by individuals who hold investment accounts, such as stocks, mutual funds, or retirement plans, and want to reallocate their investments among the available options offered by the investment provider.

03

It allows investors to make changes to their investment strategy based on market conditions, risk tolerance, or personal preferences.

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What is investment switching form?

Investment switching form is a document used to transfer funds from one investment option to another within a financial account.

Who is required to file investment switching form?

Investors who wish to move their funds from one investment option to another within a financial account are required to file an investment switching form.

How to fill out investment switching form?

To fill out an investment switching form, investors must provide their personal information, account details, current investment option, desired investment option, and signature.

What is the purpose of investment switching form?

The purpose of investment switching form is to facilitate the transfer of funds between different investment options within a financial account.

What information must be reported on investment switching form?

Investors must report their personal details, account information, current investment option, desired investment option, and any other relevant information required by the financial institution.

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