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INVESTMENT SWITCH OPTION ELECTION FORM MEMBER S PERSONAL DETAILS (PLEASE PRINT) TITLE (MR/MRS/MS) SURNAME AND FIRST NAMES PENSION NUMBER DATE OF BIRTH RESIDENTIAL ADDRESS POSTAL ADDRESS HOME TEL NO.
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How to fill out investment switch election form?

01
Begin by reading the instructions provided with the form. Familiarize yourself with the purpose and the requirements of the form.
02
Fill out your personal information accurately. This may include your name, address, contact details, and identification number.
03
Indicate your current investment details. Provide information about your existing investments, such as the fund names, account numbers, and current balances.
04
Specify the investment options you wish to switch to. Clearly state the names of the funds or investments you want to switch to and the desired allocation percentages, if applicable.
05
If required, indicate any special instructions or restrictions regarding the switch. Some forms may provide an option to add specific instructions or restrictions for the switch.
06
Read the declaration section carefully. Ensure that you understand and agree to the terms and conditions mentioned.
07
Sign and date the form. Verify that all the required fields are completed accurately before submitting the form.

Who needs investment switch election form?

01
Individuals who hold investments and want to make changes to their existing investment holdings may need an investment switch election form.
02
Investors who are looking to switch their investments from one fund to another within the same investment platform or provider may be required to use this form.
03
The investment switch election form may be applicable for individuals who want to reallocate their investment portfolio based on their financial goals, risk tolerance, or changing market conditions.
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The investment switch election form is a document used by investors to change their current investment options within a certain financial product or fund.
Investors who wish to change their current investment options within a financial product or fund are required to file the investment switch election form.
Investors need to provide their personal information, account details, current investment options, desired new investment options, and sign the form to fill out the investment switch election form.
The purpose of the investment switch election form is to allow investors to make changes to their investment options within a financial product or fund.
Investors must report their personal information, account details, current investment options, desired new investment options, and sign the form on the investment switch election form.
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