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Prudential International Investment Bond & International Prudence Bound switch request Notes to help you Please use black ink and write in CAPITAL LETTERS or tick as appropriate. Any corrections must
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How to fill out fund switch request
How to fill out fund switch request
01
Start by determining your investment objectives and goals.
02
Review your current investment portfolio and identify the funds you want to switch.
03
Contact your investment provider or financial advisor to obtain the necessary fund switch request form.
04
Fill out the fund switch request form, providing details such as your personal information, current fund holdings, desired funds to switch into, and the amount or percentage to be switched.
05
Ensure that you understand any fees or charges associated with the fund switch request.
06
Submit the completed fund switch request form to your investment provider or financial advisor through the preferred method specified by them.
07
Keep a copy of the fund switch request form for your records.
08
Monitor your investment account to ensure that the requested fund switch has been successfully processed.
09
Review your investment strategy periodically and consider consulting with your financial advisor for any adjustments or further fund switches.
10
Keep track of the tax implications, if any, related to the fund switch.
Who needs fund switch request?
01
Any individual who has invested in mutual funds or other investment vehicles and wishes to reallocate their investment among different funds or asset classes may need to fill out a fund switch request. This can include individual investors, retirement account holders, or institutional investors seeking to make strategic investment changes.
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