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Mutual Fund Switching / Redemption Form MONEY BOOM SECURITIES (H.K.) LIMITED 25/F, AIR Tower, 183 Electric Road, North Point, Hong Kong Registered with SFC [CE No AEF 808]Note:Please fill, sign and

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How to fill out mutual fund switching redemption

01

Log in to your mutual fund account

02

Navigate to the section for transaction or switch

03

Select the fund you want to switch from

04

Enter the amount or number of units you wish to redeem

05

Select the fund you want to switch to

06

Confirm the transaction and submit

Who needs mutual fund switching redemption?

01

Investors who want to change their investment from one mutual fund to another within the same fund company may need mutual fund switching redemption.

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What is mutual fund switching redemption?

Mutual fund switching redemption is the process of exchanging or transferring funds from one mutual fund to another within the same fund company.

Who is required to file mutual fund switching redemption?

Investors who wish to switch or redeem their mutual fund holdings are required to file mutual fund switching redemption.

How to fill out mutual fund switching redemption?

To fill out mutual fund switching redemption, investors need to contact their fund company, complete the necessary forms, and follow the instructions provided.

What is the purpose of mutual fund switching redemption?

The purpose of mutual fund switching redemption is to allow investors to reallocate their investments based on their changing financial goals or market conditions.

What information must be reported on mutual fund switching redemption?

Investors must report details such as the fund name, account number, amount to switch/redeem, and any specific instructions for the transaction.

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