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APPLICATION FOR FUND SWITCH CONDITIONS TO BE READ BEFORE FILLING THE FORM: 1. This form needs to be filled by the policyholder himself/herself in BLOCK LETTERS in black or blue ink. 2. In case of
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How to fill out application for fund switch

01
Access the application form for fund switch.
02
Read the instructions carefully before filling out the form.
03
Provide your personal details such as name, contact information, and identification number.
04
Specify the current fund you hold and the fund you want to switch to.
05
Indicate the amount or percentage of funds you wish to switch.
06
Follow any additional guidelines or requirements mentioned in the form.
07
Double-check all the information provided and ensure it is accurate.
08
Sign and date the application form.
09
Submit the completed form to the appropriate authority or institution.

Who needs application for fund switch?

01
Any individual or entity who currently holds one or more investment funds and wishes to switch their investments to a different fund.
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An application for fund switch refers to a formal request made by an investor to transfer their investments from one fund to another within the same financial institution or investment platform.
Investors who wish to change their investment allocation from one fund to another must file an application for fund switch.
To fill out an application for fund switch, investors typically need to provide their account details, specify the current fund and the new fund to which they want to switch, and sign the application form.
The purpose of the application for fund switch is to facilitate the reallocation of an investor's assets based on changes in investment strategy or financial goals.
The application must report the investor's account number, the name of the current fund, the name of the new fund, the amount to be switched, and the investor's signature.
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