Liberty Life Capital Alliance and Liberty Active Authorised Financial Services Providers Liberty Life Centre 1 Ameshoff Street Braamfontein Johannesburg 2001 PO Box 10499 Johannesburg 2000 Contact Centres numbers Liberty Life 0860 456 789 Capital Alliance - 0860 991 991 Liberty Active - 0860 102 013 PORTFOLIO SWITCH REQUEST IMPORTANT NOTES Please complete this form and forward to Liberty Life at the above address. Tax ref. no. I being the owner s of the above contract hereby revoke any portfolio switch previously made and declare and direct that subject to the terms and conditions of the contract and Liberty Life s practice at the time the portfolios should be changed as follows please print. Note Specific portfolios apply to specific policy types. CURRENT PORTFOLIO S the portfolio s in which the current contribution s are invested FROM Name of Portfolio TO Split FUTURE PORTFOLIO S the portfolio s in which all future contribution s will be invested Note Only complete if you are to make....
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How to fill out the Liberty Fund Switch Form online
This guide provides clear instructions on completing the Liberty Fund Switch Form online. Follow these steps to ensure accurate submission and efficient processing of your portfolio switch request.
Follow the steps to complete the Liberty Fund Switch Form online.
- Press the ‘Get Form’ button to access the Liberty Fund Switch Form and open it in your preferred editor.
- Enter your policy number in the designated field to identify your account correctly.
- Provide the owner(s) name(s) as it appears on the policy. If a cessionary is applicable, include their details as well.
- Fill in your contact information, including telephone numbers (home and work), email address, cell number, ID or passport number, and tax reference number.
- In the current portfolio section, list the names of the portfolios you wish to switch from, detailing the percentage split for each.
- In the future portfolio section, only fill this out if you plan to make additional contributions, specifying the new portfolios and associated percentage splits.
- Provide your signature, as well as the date and location where you are signing the form.
- Indicate the address for confirmation; check the box to confirm if this address should be used for all future correspondence.
- Once all sections are completed, review your form for accuracy, then save your changes, download, print, or share the form as needed.
Complete your Liberty Fund Switch Form online to manage your investments effectively.
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How do I claim my provident fund at Liberty?
Claiming your provident fund at Liberty is straightforward. Start by gathering the necessary documents, such as your identification and any relevant account information. Next, complete the required forms, including the Liberty Fund Switch Form if applicable. Finally, submit your claim online or through their customer service to initiate the process, ensuring you receive your funds efficiently.
How do I switch from one fund to another?
To switch from one fund to another, first, you need to fill out the Liberty Fund Switch Form. This form allows you to specify your current fund and the fund you wish to switch to. After completing the form, submit it to Liberty's customer service, either online or via mail. They will process your request and keep you updated throughout the transition.
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Give these Gifts: EOM NNTR If your email message can be expressed in half a dozen words, just put it in the subject line, followed by EOM (= End of Message). This saves the recipient having to actually open the message. Ending a note with "No need to respond" or NNTR, is a wonderful act of generosity.
What is an email charter?
Developed by TED's Chris Anderson and Jane Wulf, the Email Charter is a manifesto for digital humanity, for spending less time on email, and for cutting each other some slack. We've been pointing people to it for years. Recently the Charter website went down, so we made our own version, inspired by the original.
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