Get Inter Product Switch Request Form Into Evolution Private Managed Accounts

This guide provides a comprehensive overview of how to effectively fill out the Inter Product Switch Request Form for Evolution Private Managed Accounts online. Follow the step-by-step instructions designed to support users of all experience levels.

Follow the steps to complete your form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. In the 'Client Information' section, enter the name of the client or investment policy group. Ensure that this information is accurate as it identifies the account associated with the request.
3. Under 'Registration Type,' select the option that reflects the source and destination of the assets. Options include transferring from one client name to another or transferring between nominee accounts. Attach necessary nominee transfer documentation if required.
4. In the 'Switch Instructions' section, specify the assets you wish to switch by checking the appropriate boxes, e.g., 'All units' or 'Partial.' Fill in the required fields such as account numbers, client names, and fund details for both the source and destination accounts.
5. Indicate the details of any systematic plan information if applicable, such as whether to continue or stop existing plans on client-held accounts.
6. In the 'Client Signature' section, ensure the client signs and dates the form accurately. If there are multiple clients, repeat the signature section as necessary.
7. Additionally, the advisor must fill in their name, signature, and dealer/rep code to authenticate the request.
8. Once all information is completed, review the form for accuracy. You may then save the changes, download, print, or share the completed form as needed.

Complete your Inter Product Switch Request Form online to ensure a smooth transition of your managed accounts.