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Change of details form Issuer and responsible entity: The Trust Company (RE Services) Limited. (ABN 45 003 278 831, AFSL 235 150) is the issuer and responsible entity. Investment manager: Dexus Funds
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How to fill out change in service provider

How to fill out change in service provider
01
To fill out a change in service provider, follow these steps:
02
Begin by gathering all necessary information about the current service provider and the new service provider.
03
Check if there is any contract or agreement in place with the current service provider. Review the terms and conditions, including any clauses related to termination or switching of service providers.
04
Notify the current service provider about the intended change in service provider. This can be done by sending a formal written notice or by filling out a specific form provided by the current service provider.
05
Contact the new service provider and inquire about their procedure for switching to their services. They may have their own forms or documents that need to be filled out.
06
Complete any necessary paperwork or documentation required by the new service provider. This may include providing personal or business information, signing contracts, or agreeing to terms and conditions.
07
Cancel or terminate any services or accounts with the current service provider, as per the terms and conditions stated in their contract.
08
Transfer any necessary data or files from the current service provider to the new service provider. Make sure to securely transfer any confidential or sensitive information.
09
Test the new service provider's services to ensure they meet your requirements and expectations.
10
Update any relevant contact information or settings with other parties or systems that may be affected by the change in service provider.
11
Maintain open communication with both the current and new service providers to ensure a smooth transition and address any issues that may arise.
12
Keep copies of all correspondence and documentation related to the change in service provider for future reference or disputes.
Who needs change in service provider?
01
There are various situations where someone may need a change in service provider, such as:
02
- Individuals or businesses looking for better pricing or service options
03
- Dissatisfaction with the current service provider's quality, reliability, or customer support
04
- Changes in business requirements or personal needs that the current service provider cannot meet
05
- Relocation to an area where the current service provider does not offer services
06
- Mergers, acquisitions, or partnerships that require consolidation of service providers
07
- Expanding or scaling up operations and needing a service provider that can accommodate growth
08
- Seeking specialized services or expertise that the current service provider does not offer
09
- Dissolution of a partnership or contract with the current service provider
10
- Compliance with regulatory or industry-specific requirements that necessitate a change in service provider
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What is change in service provider?
A change in service provider refers to the process of switching from one service provider to another for a particular service, typically involving the transfer of account management and responsibilities.
Who is required to file change in service provider?
The individual or entity currently using the service and intending to switch to a new service provider is required to file the change in service provider.
How to fill out change in service provider?
To fill out the change in service provider, you need to provide details such as the current service provider's information, the new service provider's information, and any relevant account numbers or identifiers.
What is the purpose of change in service provider?
The purpose of changing service providers is to seek better services, pricing, or features, as well as improving customer satisfaction or compliance with updated regulations.
What information must be reported on change in service provider?
Information that must be reported includes the names of the current and new service providers, account details, effective date of change, and any contractual obligations.
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