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International Portfolio Bond Lives Assured and Capital Redemption part of M&G precharge of Investment Form I Notes to help you Please use black ink and write in CAPITAL LETTERS or tick as appropriate.

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How to fill out change of investment form

01

Obtain the Change of Investment form from your financial institution.

02

Fill in your personal details such as name, address, and account number.

03

Specify the details of the current investment that you want to change.

04

Provide information about the new investment option you wish to switch to.

05

Sign and date the form before submitting it to the financial institution.

Who needs change of investment form?

01

Individuals who wish to change their investment portfolio or asset allocation.

02

Investors who want to switch from one investment option to another within the same financial institution.

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What is change of investment form?

Change of investment form is a document used to report any changes in investment holdings or ownership.

Who is required to file change of investment form?

Investors or individuals who hold investments that have experienced changes are required to file the change of investment form.

How to fill out change of investment form?

The change of investment form can typically be filled out online or submitted physically with the necessary details about the investment changes.

What is the purpose of change of investment form?

The purpose of the change of investment form is to keep the investment records updated and ensure transparency in the ownership and holdings.

What information must be reported on change of investment form?

The change of investment form must include details such as the investor's name, previous and current investment holdings, date of change, and reasons for the change.

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