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Get the free Portfolio Switch Request - Phocor Insurance

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Liberty Group Limited a registered Long term Insurer and an Authorized Financial Services Provider (FANS no. 2409) Liberty Center, 1 Zamenhof Street, Bloemfontein, Johannesburg, 2001 PO Box 10499,
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How to fill out portfolio switch request

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How to fill out portfolio switch request

01
Log in to your account on the platform where you want to switch your portfolio.
02
Locate the 'Portfolio' or 'Account' section in the menu.
03
Look for the option to request a portfolio switch or transfer.
04
Fill out the required information, including your current portfolio details and the new portfolio details.
05
Submit the request and wait for confirmation from the platform.

Who needs portfolio switch request?

01
Investors who want to change their investment strategy or move their assets to a different portfolio.
02
Individuals who are not satisfied with the current performance of their portfolio and are looking for better options.
03
People who have financial advisors or managers who recommend a switch based on market conditions or individual goals.
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Portfolio switch request is a formal request to transfer investments from one portfolio to another within a financial institution.
Clients or investors who wish to change their investment portfolio are required to file a portfolio switch request.
To fill out a portfolio switch request, investors need to provide their personal information, current portfolio details, desired portfolio details, and sign the request form.
The purpose of a portfolio switch request is to allow investors to re-allocate their investments based on their financial goals and risk tolerance.
Information such as investor's name, account number, current portfolio holdings, desired portfolio allocations, and signature must be reported on a portfolio switch request.
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