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Westpac NZ Staff Superannuation Scheme Investment Fund Change Request Please complete this form if you would like to change your investment fund(s) for your: existing accounts; and/or future contributions.Your

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How to fill out investment fund switch fact

01

Log in to your investment account

02

Navigate to the section for fund switches

03

Select the fund you want to switch from

04

Choose the fund you want to switch to

05

Confirm the details of the switch

06

Submit the request

Who needs investment fund switch fact?

01

Investors who want to adjust their investment portfolio to align with their financial goals

02

Those looking to take advantage of market trends or changes in their investment strategy

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What is investment fund switch fact?

Investment fund switch fact is a report that details the changes made to investments within a fund, including switches between different funds or asset classes.

Who is required to file investment fund switch fact?

Investment managers or individuals responsible for managing the fund are required to file the investment fund switch fact.

How to fill out investment fund switch fact?

The investment fund switch fact can be filled out by providing details of the switch transactions, including the funds involved, the amount switched, and the reason for the switch.

What is the purpose of investment fund switch fact?

The purpose of the investment fund switch fact is to provide transparency and accountability regarding the changes made to investments within a fund.

What information must be reported on investment fund switch fact?

The investment fund switch fact must include details of the switch transactions, the funds involved, the amount switched, and the reason for the switch.

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