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INVESTMENT SWITCH FORM The current Product Disclosure Statement (PDS) and Additional Information to the PDS of the Sphere Australian Microcap Fund, Sphere Australian Smaller Companies Fund, Sphere
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How to fill out investment switch form

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How to fill out investment switch form

01
Start by obtaining the investment switch form from your investment provider or through their online platform.
02
Read the instructions and guidelines provided on the form carefully to understand the process and requirements.
03
Fill in your personal details accurately, including your name, contact information, and investor identification number.
04
Identify the specific investments you would like to switch from and to. Provide the necessary details such as the fund name, investment amount, and any other required information.
05
Consider any applicable fees or charges that may be associated with the investment switch. Make sure to provide the required payment or authorization if necessary.
06
Review your form to ensure all the information is accurate and complete.
07
Submit the form through the designated channel as instructed by your investment provider.
08
Keep a copy of the filled-out form for your records.
09
Monitor your investment account for any updates or changes related to the investment switch.

Who needs investment switch form?

01
Any individual or entity who holds investments with a particular investment provider may need to fill out an investment switch form. This form allows individuals to make changes to their existing investment holdings, such as switching from one investment fund to another within the same provider. It provides a formal process for investors to adjust their investment allocations according to their financial goals and preferences.
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Investment switch form is a document used to transfer funds from one investment option to another within a financial account.
Investors who wish to change their investment allocation within a financial account are required to file an investment switch form.
Investors can fill out an investment switch form by providing their personal information, current investment details, desired changes, and signature.
The purpose of investment switch form is to facilitate the transfer of funds between different investment options within a financial account.
Investors must report their personal details, current investment holdings, desired changes, and signature on the investment switch form.
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