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110 1801 Hamilton Street REGINA SK S4P 4W3 Phone: 3067875442 Fax: 3067870244 Toll-free: 18772757377 Email: pepp@peba.gov.sk.caMy Investment Option Change Forrest Form can complete this transaction
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How to fill out my investment option change

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How to fill out my investment option change

01
Log in to your investment account.
02
Navigate to the 'My Profile' or 'Account Settings' section.
03
Look for the option to update investment preferences or change investment allocation.
04
Select the investment option you wish to change to from the available list.
05
Review and confirm your changes before submitting.

Who needs my investment option change?

01
Investors who want to adjust their investment strategy or risk tolerance.
02
Investors who are looking to diversify their portfolio or reallocate their assets.
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An investment option change refers to a modification of the options available for your investments, such as reallocating funds among different assets or changing the type of investment accounts.
Typically, the individual or entity holding the investment account is required to file the investment option change.
To fill out your investment option change, you need to complete the required forms provided by your investment provider, indicating your current allocation and the desired changes.
The purpose of an investment option change is to adjust your investment strategy in response to market conditions, personal financial goals, or changes in risk tolerance.
You must report your current investment allocations, the preferred new allocations, your account information, and any relevant personal identification.
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