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Subscription FormManulife Investment Management and Trust Corporation Head Office: 10th Floor NEW Tower, 6786 Ayala Avenue, Marathi City, 1229, Philippines Customer Care: (02) 88847000 Domestic Toll-free:

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How to fill out fund switch formpdf

01

Start by opening the fund switch formpdf.

02

Write your personal information, such as your name, address, and contact details, in the specified fields.

03

Select the funds you want to switch from and the funds you want to switch to.

04

Indicate the amount or percentage of the funds you want to switch.

05

Provide any additional instructions or comments, if necessary.

06

Double-check all the information you have entered to ensure accuracy.

07

Sign and date the form.

08

Submit the completed form to the appropriate institution or organization.

Who needs fund switch formpdf?

01

Individuals who want to transfer their investments from one fund to another within a specific financial institution or organization need a fund switch form.

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What is fund switch formpdf?

Fund switch formpdf is a document used to request a transfer or switch of funds from one investment option to another within the same investment account.

Who is required to file fund switch formpdf?

Investors or account holders who wish to switch funds between different investment options within their investment account are required to file fund switch formpdf.

How to fill out fund switch formpdf?

To fill out fund switch formpdf, investors need to provide details such as their account information, the amount to be switched, the investment options involved, and any specific instructions for the switch.

What is the purpose of fund switch formpdf?

The purpose of fund switch formpdf is to facilitate the transfer of funds between different investment options within an investment account, allowing investors to manage and adjust their asset allocation.

What information must be reported on fund switch formpdf?

Information such as account details, the amount to be switched, the investment options involved, and any special instructions for the switch must be reported on fund switch formpdf.

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