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Multiple Administrators (Pty) Ltd FSP Number: 45364 79 Oxford Road, Park town, 2196 PO Box 3029, Saxon would, 2132 Tells: 27 (0)11 274 6160 Fax: 27 (0)11 486 1221 Email: admin@multilect.co.zaINVESTMENT

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How to fill out investment switch instruction

01

Log in to your investment account

02

Locate the 'Investment Switch Instruction' section

03

Select the fund or investment option you want to switch from

04

Select the fund or investment option you want to switch to

05

Enter the amount or percentage you wish to switch

06

Review the details of your switch instruction

07

Confirm the switch instruction

Who needs investment switch instruction?

01

Investors who want to change their investments or shift their funds from one option to another within their investment account.

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What is investment switch instruction?

Investment switch instruction is a request made by an investor to transfer funds from one investment option to another within a financial product.

Who is required to file investment switch instruction?

Any investor who wants to change their investment allocation within a financial product is required to file an investment switch instruction.

How to fill out investment switch instruction?

Investors can fill out an investment switch instruction form provided by the financial institution managing their investments. The form typically requires details such as account information, current investment allocation, desired investment allocation, and signature.

What is the purpose of investment switch instruction?

The purpose of an investment switch instruction is to allow investors to reallocate their funds to different investment options within a financial product in order to meet their financial goals or risk tolerance.

What information must be reported on investment switch instruction?

The information that must be reported on an investment switch instruction includes account details, current investment allocation, desired investment allocation, and the reason for the switch.

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