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Investment Switch Form
PLATO INVESTMENT MANAGEMENT Funds current Product Disclosure Statement (PDS) and Additional Information to the PDS of the Plato
Australian Shares Income Fund (A Class units),
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How to fill out investment switch form
How to fill out investment switch form
01
Start by obtaining the investment switch form from your investment provider or financial institution.
02
Read the instructions and guidelines provided with the form carefully to understand the process and requirements.
03
Fill in your personal information such as your name, address, contact details, and any other requested information.
04
Identify the investment or fund from which you wish to switch and provide the necessary details such as the account number or fund name.
05
Specify the investment or fund to which you want to switch, providing the relevant details.
06
If necessary, indicate the amount or percentage of your current investment that you wish to switch.
07
Review the form to ensure all the information provided is accurate and complete.
08
Sign and date the form as required.
09
Submit the completed form to your investment provider or financial institution through the designated channel, such as mailing it or delivering it in person.
10
Keep a copy of the filled-out form for your records.
Who needs investment switch form?
01
Individuals who hold investments such as mutual funds, stocks, or bonds and want to move their investments from one fund or account to another.
02
Investors who wish to rebalance their portfolio or take advantage of different investment opportunities.
03
People who want to change their investment strategy or reallocate their assets.
04
Anyone who has a specific investment goal or objective they want to achieve through switching investments.
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What is investment switch form?
The investment switch form is a document used to transfer funds from one investment option to another.
Who is required to file investment switch form?
Investors who wish to change their investment options are required to file the investment switch form.
How to fill out investment switch form?
Investors can fill out the investment switch form by providing their personal information, details of the current investment option, and the desired new investment option.
What is the purpose of investment switch form?
The purpose of the investment switch form is to facilitate the transfer of funds between investment options.
What information must be reported on investment switch form?
The investment switch form requires information about the investor's personal details, current investment option, and desired new investment option.
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