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Investment Funds Switch Form Please complete in BLOCK CAPITALS using BLACK INK. PLEASE NOTE: Any applications received that are not completed correctly may incur delays or may have to be returned
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Investment funds switch form is a document used to transfer investments from one fund to another within the same fund family.
Investors who wish to switch their investments from one fund to another within the same fund family are required to file investment funds switch form.
Investors can fill out the investment funds switch form by providing their personal information, details of the current fund being switched from, and details of the new fund being switched to.
The purpose of the investment funds switch form is to facilitate the seamless transfer of investments between funds within the same fund family.
The investment funds switch form must include personal information of the investor, details of the funds being switched, and signature of the investor.
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