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20230731 v2.3Page 1 of 3Switch Funds Form Use this Form to switch (all or part of) your investment between Australian Secure Capital Funds Ltd (Funds). Minimum balances are required to keep your investment

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How to fill out switch funds form

01

Gather all necessary information such as account details and amount to be transferred.

02

Fill out the requester's information section including name, address, and contact information.

03

Provide the details of the funds to be switched including the account number and type of transfer.

04

Sign and date the form as required.

05

Submit the form to the appropriate financial institution or entity for processing.

Who needs switch funds form?

01

Individuals who want to transfer funds from one account to another within the same institution.

02

Clients who wish to consolidate multiple accounts or investments into a single account.

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What is switch funds form?

Switch funds form is a form used to disclose information about the transfer of funds between accounts.

Who is required to file switch funds form?

Switch funds form must be filed by financial institutions and individuals transferring funds between accounts.

How to fill out switch funds form?

Switch funds form can be filled out by providing details about the origin and destination of the funds being transferred.

What is the purpose of switch funds form?

The purpose of switch funds form is to track and monitor fund transfers to prevent financial crimes such as money laundering.

What information must be reported on switch funds form?

Switch funds form requires reporting information such as the amount of funds transferred, the accounts involved, and the reason for the transfer.

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