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II UNIT TRUST SWITCH FORM HOW TO INVEST 1. 2. Please send the completed Application Form to Prescient at fax number +27 21 700 5331 or email to pmancoadmin@prescient.co.za. Cut off times for receiving
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How to fill out online unit trust switch

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How to fill out online unit trust switch

01
Log in to your online unit trust account.
02
Navigate to the 'Switch' option or 'Transfer' option.
03
Select the fund you want to switch out of.
04
Choose the fund you want to switch into.
05
Specify the amount or percentage of units you want to switch.
06
Review the details and confirm the switch.
07
Wait for the switch to be processed, which may take a few business days.
08
Receive confirmation of the switch in your account statement or online dashboard.

Who needs online unit trust switch?

01
Online unit trust switch is beneficial for individuals who have existing unit trust investments and are looking to switch their investments from one fund to another within the same fund house. It provides a convenient and efficient method to manage and optimize their investment portfolio without the need for paperwork or visiting a physical branch.
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Online unit trust switch is a digital process that allows investors to transfer their investments from one unit trust fund to another through an online platform without the need for physical paperwork.
Individual investors holding units in a unit trust fund and wishing to switch to another fund are required to file an online unit trust switch.
To fill out an online unit trust switch, investors should log into their online investment account, select the funds they wish to switch from and to, and complete the required forms with necessary details before submitting.
The purpose of an online unit trust switch is to provide investors with a convenient way to adjust their investment portfolio, enabling them to respond to market changes or their financial goals.
On an online unit trust switch, investors must report their personal information, details of the current investment, the funds to which they wish to switch, and any relevant identification numbers.
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