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Systematic Switch (DCA) TO:Value Partners Investments C/O RBC Investor Services 155 Wellington St. W, 3rd Floor Toronto, ON M5V3L3 Fax: 4169557769Account Wherefrom:Rep # Contact: Phone:Social Insurance
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How to fill out systematic switch dca

01
To fill out a systematic switch DCA form, follow these steps:
02
Obtain the necessary DCA form from your financial institution or fund company.
03
Provide your personal information, including your name, address, and contact details.
04
Select the funds you want to switch from and the funds you want to switch to.
05
Indicate the amount or percentage of your existing investment you want to switch.
06
Determine the frequency and duration of the systematic switch.
07
Review the terms and conditions of the switch DCA and make sure you understand them.
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Sign and date the form.
09
Submit the completed form to your financial institution or fund company for processing.
10
Keep a copy of the form for your records.

Who needs systematic switch dca?

01
Systematic switch DCA is beneficial for individuals who:
02
- Want to gradually reallocate their investments between different funds
03
- Seek to take advantage of market fluctuations by regularly switching funds
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- Prefer a disciplined approach to investment management
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- Wish to diversify their investment portfolio over time
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- Have a long-term investment horizon
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- Are comfortable with the associated fees and charges of the systematic switch DCA
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Systematic switch DCA is a method of regularly transferring funds from one investment option to another within a defined contribution plan.
Participants in a defined contribution plan who wish to make regular transfers between investment options are required to file systematic switch DCA.
To fill out systematic switch DCA, participants need to complete the required form provided by the plan administrator and specify the frequency and amount of transfers.
The purpose of systematic switch DCA is to allow participants to automate the process of reallocating their investments over time in accordance with their investment strategy.
Participants must report the frequency of transfers, the amount to be transferred, the investment options involved, and any other specific instructions for the transfers on systematic switch DCA.
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