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Investment switch instruction form The LAGIS unit trust fund range is offered by LAGIS Collective Investments Limited (LAGIS), registration number 2010/009289/06, a member of the Association for Savings

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How to fill out investment switch instruction form

How to fill out an investment switch instruction form

01

Obtain the form: The first step is to obtain the investment switch instruction form. This can usually be done by contacting your investment provider or downloading the form from their website.

02

Fill in personal details: Start by filling in your personal details such as your name, address, and contact information. Make sure to provide accurate and up-to-date information.

03

Provide investment details: Next, you will need to specify the investment details. This includes the name of the current investment or fund you wish to switch from, as well as the name of the new investment or fund you want to switch to. You may also need to provide additional information such as account numbers or plan names.

04

Specify switch instructions: In this section, you will need to specify the instructions for the switch. This may include indicating the amount or percentage of the investment you want to switch, any specific timing or date for the switch, or any other special instructions you may have. Be clear and specific to avoid any confusion.

05

Review and sign: Before submitting the form, review all the information you have provided to ensure its accuracy. Once you are satisfied, sign and date the form as required.

Who needs an investment switch instruction form?

An investment switch instruction form is typically needed by individuals who have existing investments and wish to change or switch their investment options. This form allows investors to specify the details of the switch, such as the investment or fund they want to switch from and the one they want to switch to. It provides a formal method for investors to communicate their desired changes to their investment provider.

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What is investment switch instruction form?

The investment switch instruction form is a document used to request a change in investment options within a financial account.

Who is required to file investment switch instruction form?

Investors or account holders who wish to switch their investments within a financial account are required to file the investment switch instruction form.

How to fill out investment switch instruction form?

To fill out the form, the investor must provide personal information, account details, current investment options, desired investment options, and signature.

What is the purpose of investment switch instruction form?

The purpose of the investment switch instruction form is to authorize a change in investment options within a financial account.

What information must be reported on investment switch instruction form?

The form typically requires personal information, account details, current and desired investment options, and signature.

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