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II UNIT TRUST SWITCH FORM HOW TO INVEST Please send the completed Application Form to Prescient Management Company (RF) (Pty) Ltd (the Manager) at fax number +27 21 700 5331 or email to pmancoadmin@prescient.co.za. 2.

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How to fill out ii unit trust switch

01

To fill out the ii unit trust switch, follow these steps:

02

Login to your ii account

03

Go to the 'Investments' section

04

Locate the 'Unit Trusts' option

05

Select the specific unit trust you want to switch

06

Click on the 'Switch' button

07

Choose the destination unit trust you want to switch to

08

Enter the amount or percentage of units you wish to switch

09

Review the details of your switch and confirm it

10

Wait for the switch to be processed, which may take a few days

11

Monitor your account to ensure the switch has been completed successfully

Who needs ii unit trust switch?

01

Anyone who holds ii unit trusts and wants to reallocate their investments between different unit trusts may need to use the ii unit trust switch.

02

Investors who wish to adjust their asset allocation, manage risk, or take advantage of new investment opportunities can benefit from using the ii unit trust switch.

03

It provides a convenient and efficient way for individuals to make changes to their unit trust holdings without the need for selling and repurchasing units.

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What is ii unit trust switch?

An ii unit trust switch is a process that allows an investor to transfer their investment from one unit trust fund to another within the same investment platform.

Who is required to file ii unit trust switch?

Investors who wish to transfer their investments between different unit trust funds on the ii platform are required to file an ii unit trust switch.

How to fill out ii unit trust switch?

To fill out an ii unit trust switch, an investor must provide their personal details, specify the fund they are switching from, the fund they are switching to, and any additional required information as per the platform's guidelines.

What is the purpose of ii unit trust switch?

The purpose of the ii unit trust switch is to allow investors to realign their investment portfolios, adapt to market changes, or take advantage of better-performing funds.

What information must be reported on ii unit trust switch?

The information that must be reported includes investor's identification details, account number, details of the current fund, details of the new fund, and the amount being switched.

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