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PLATINUM INVESTMENT MANAGEMENT LIMITED ABN 25 063 565 006 ADSL 221935PLATINUM TRUST FUNDS Switch Forms this Form to switch between the Platinum Trust Funds (Funds). A minimum of A$10,000 is required
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How to fill out platinum trust funds switch

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How to fill out platinum trust funds switch

01
Log in to your account on the platinum trust funds platform.
02
Navigate to the 'Switch' option in your account settings.
03
Select the fund you want to switch from.
04
Choose the fund you want to switch to.
05
Confirm your switch request and complete any necessary documentation.

Who needs platinum trust funds switch?

01
Individuals looking to reallocate their investments within the platinum trust funds portfolio.
02
Investors who want to take advantage of new market opportunities by switching funds.
03
Those who are dissatisfied with the performance of their current fund and are looking to change to a better performing one.
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Platinum trust funds switch allows investors to move their funds from one trust to another within the same family of funds.
Investors who wish to change their investments from one trust fund to another within the same family.
Investors can fill out the necessary forms provided by the fund company, indicating the desired switch details.
The purpose of platinum trust funds switch is to provide investors with flexibility to reallocate their investments within the same fund family.
Investors must report the current fund they are invested in, the fund they wish to switch to, and the amount they want to transfer.
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