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Managed Funds Investment Switch Form If you would like help in completing this form, please email enquiries@fisherfunds.co.nz or phone us on 0508 Fishers (0508 347 437). You can complete this form

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How to fill out managed funds withdrawal request

01

Log in to your managed funds account.

02

Locate the option for withdrawals or redemptions.

03

Select the specific fund or funds you wish to withdraw from.

04

Enter the amount you would like to withdraw.

05

Provide the necessary bank account details for the transfer.

06

Review the withdrawal request for accuracy.

07

Submit the request and wait for confirmation of the transaction.

Who needs managed funds withdrawal request?

01

Investors who want to liquidate their investments in managed funds.

02

Individuals who need access to their funds for personal or financial reasons.

03

Beneficiaries or heirs of deceased investors who need to claim the funds.

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What is managed funds withdrawal request?

Managed funds withdrawal request is a formal request made by an investor to withdraw funds from a managed investment fund.

Who is required to file managed funds withdrawal request?

Investors who hold units in a managed fund and wish to withdraw funds from their investment are required to file a managed funds withdrawal request.

How to fill out managed funds withdrawal request?

To fill out a managed funds withdrawal request, investors typically need to provide their account information, the amount they wish to withdraw, and any additional documentation required by the fund manager.

What is the purpose of managed funds withdrawal request?

The purpose of a managed funds withdrawal request is to provide investors with a means of accessing their funds from a managed investment fund.

What information must be reported on managed funds withdrawal request?

Information typically reported on a managed funds withdrawal request includes the investor's account details, the amount to be withdrawn, and any supporting documentation required by the fund manager.

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