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Use this form to change your investment option within ElectricSuper account. Select your desired percentage allocation in High Growth, Balanced Growth, Conservative Growth, and Cash. Ensure timely submission for processing. Make sure to complete all sections for Defined Benefit members.
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How to fill out changing your investment option
How to fill out changing your investment option
01
Login to your investment account
02
Navigate to the 'Investment Options' section
03
Select the option to change your investment
04
Review the available options and choose the one that best fits your investment goals
05
Confirm the changes and submit the request
Who needs changing your investment option?
01
Investors who want to adjust their investment strategy
02
Individuals who are not satisfied with their current investment option
03
People who have experienced a change in financial goals and need to reallocate their investments
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What is changing your investment option?
Changing your investment option refers to the process of altering how your assets or funds are allocated across different investment vehicles or strategies.
Who is required to file changing your investment option?
Individuals or entities that want to modify their current investment strategy or allocation are typically required to file a changing your investment option.
How to fill out changing your investment option?
To fill out changing your investment option, you usually need to complete a designated form provided by your financial institution, detailing your current allocations and the desired changes.
What is the purpose of changing your investment option?
The purpose of changing your investment option is to adjust your investment strategy based on changing financial goals, market conditions, or risk tolerance.
What information must be reported on changing your investment option?
Information that must be reported generally includes your personal details, current investment allocations, proposed changes, and any relevant financial information.
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