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UNIT TRUST SWITCH INSTRUCTION Make an informed decision: ?? Refer to our Product Range brochure if you need to review the rules of this product. ?? Refer to the fund fact sheets (minimum disclosure
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How to fill out unit trust switch instruction
How to fill out unit trust switch instruction:
01
Start by obtaining a unit trust switch instruction form from your investment provider or financial institution. This form is typically available online or can be requested from a customer service representative.
02
Fill out the investor information section accurately. This will include your full name, contact details, and any account or policy numbers associated with your unit trust investment.
03
Specify the date on which you want the switch to take effect. Ensure that you allow sufficient time for the switch to be processed before any important investment milestones or events.
04
Indicate the fund(s) you wish to switch from and the fund(s) you want to switch into. Provide the full names or codes of the funds to avoid any confusion.
05
State the amount or percentage of your investment that you want to switch. This can be either a specific monetary value or a percentage of the total investment balance.
06
If applicable, indicate any specific instructions regarding the switch, such as rebalancing the investment portfolio, splitting the switch among multiple funds, or executing the switch gradually over a certain period.
07
Review the completed form for accuracy and ensure that all required fields are filled in. Double-check the form to avoid any omissions or errors that could delay the processing of your switch instruction.
08
Once you are satisfied with the information provided, sign and date the unit trust switch instruction form. Some forms may require additional signatures, such as those of joint account holders or legal representatives if applicable.
Who needs unit trust switch instruction?
01
Investors with existing unit trust investments who want to reallocate their funds between different investment options or asset classes may need a unit trust switch instruction.
02
Individuals who wish to rebalance their investment portfolios by adjusting the relative weightings of different funds within their unit trust holdings may find a unit trust switch instruction useful.
03
Investors who have experienced a change in their financial goals, risk tolerance, or market conditions may consider switching their investments to better align with their new objectives.
04
Those who want to take advantage of potential investment opportunities in different markets, sectors, or geographical regions may use a unit trust switch instruction to move their funds accordingly.
05
Investors who want to consolidate or diversify their investment holdings by switching funds within their unit trust accounts may find a switch instruction helpful in achieving their desired portfolio structure.
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What is unit trust switch instruction?
Unit trust switch instruction is a request made by an investor to transfer their investment from one unit trust fund to another within the same management company.
Who is required to file unit trust switch instruction?
Any investor who wishes to switch their investment from one unit trust fund to another is required to file a unit trust switch instruction.
How to fill out unit trust switch instruction?
Investors can fill out a unit trust switch instruction by providing their personal details, the details of the current fund they are invested in, and the details of the new fund they wish to switch to.
What is the purpose of unit trust switch instruction?
The purpose of a unit trust switch instruction is to allow investors to reallocate their investment to a different fund that better suits their investment objectives.
What information must be reported on unit trust switch instruction?
The information that must be reported on a unit trust switch instruction includes investor details, current fund details, and new fund details.
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