Get the free Switch Instruction Form - Scottish Mutual International
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S C O T T I S H M U T U A L I N T E R N A T I O N A L Switch Instruction Form Please complete this form using BLOCK CAPITALS. We may return forms that have been incorrectly completed. STEP 1 BOND
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What is switch instruction form?
Switch instruction form is a document that allows an investor to switch their investment from one fund to another within the same fund family.
Who is required to file switch instruction form?
Investors who wish to transfer their investment from one fund to another within the same fund family are required to file switch instruction form.
How to fill out switch instruction form?
To fill out switch instruction form, investors need to provide details such as their account information, the fund they are switching from, the fund they are switching to, and the amount or percentage to be transferred.
What is the purpose of switch instruction form?
The purpose of switch instruction form is to facilitate the transfer of investments between funds within the same fund family.
What information must be reported on switch instruction form?
The switch instruction form must include details such as account information, the fund being switched from, the fund being switched to, and the amount or percentage to be transferred.
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