Get Axa Isle Of Man Limited Investment Switch Request Form - Axawealth Co

Filling out the AXA Isle Of Man Limited Investment Switch Request Form is essential for managing your investment options effectively. This guide provides step-by-step instructions to help users complete this form online with ease.

Follow the steps to fill out the investment switch request form accurately.

1. Click ‘Get Form’ button to access the AXA Isle Of Man Limited Investment Switch Request Form and open it.
2. Begin by providing your policy details. Enter your policy number, the full names of the policyholder(s), and the address along with the postcode. Don't forget to include your telephone number with the national dialling code.
3. In the investment details section, state if you are switching to external funds only. Include any SEDOL codes or share classes if applicable. Ensure you understand the impact of switching between internal and external funds, including the minimum bond value required.
4. Specify the funds you wish to switch by providing the full name of the existing fund to be sold, along with its fund reference or SEDOL number. Then, indicate the full name of the fund to be purchased, its fund reference, and specify the percentages to be sold and purchased. Ensure that the total percentage equals 100%.
5. If you have a Regular Premium Account, select the appropriate option regarding your future premiums: switching existing holdings only, switching existing holdings and changing future premiums, or only changing investment direction for future premiums.
6. Proceed to the signatures section. Ensure that all relevant policyholders or authorized signatories sign the form, printing their full names and providing dates accordingly. If applicable, the investment adviser should also sign.
7. Once all sections are completed, review the form for accuracy. You should save changes, download, print, or share the form as needed before submitting.

Complete your investment switch request form online today to manage your investments efficiently.