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INVESTMENT SWITCHING FORM Please email this completed form (all 2 pages) to: isasa@oldmutual.com This form is required to be completed when you want to change your existing investment election. If
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How to fill out investment switching form

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How to fill out investment switching form

01
Obtain the investment switching form from the financial institution managing your investments.
02
Fill out your personal information including name, address, and account number.
03
Indicate the current investments you hold that you wish to switch from.
04
Specify the new investments you would like to switch to.
05
Review the form for accuracy and completeness before submitting it.
06
Submit the completed form to the financial institution via mail, email, or in person.

Who needs investment switching form?

01
Investors who want to make changes to their investment portfolio by switching from existing investments to new ones.
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The investment switching form is a document used to transfer funds from one investment option to another within a particular investment account.
Investors who wish to change their investment allocations within their investment account are required to file the investment switching form.
To fill out the investment switching form, investors need to provide details about their current investment allocations, desired new investment allocations, account information, and signature.
The purpose of the investment switching form is to facilitate the process of changing investment allocations within an investment account.
Information such as current investment allocations, desired new investment allocations, account details, and signature must be reported on the investment switching form.
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