Get Wealth Switch

Filling out the Wealth Switch form is a crucial step in managing your investments effectively. This guide provides clear instructions for each section of the form to ensure a smooth and accurate submission.

Follow the steps to successfully complete the Wealth Switch form.

1. Press the ‘Get Form’ button to acquire the Wealth Switch form and open it in the editor.
2. In section A, provide your full name as the policyholder, including any additional trustees. Ensure to include your contact number and optional email address for queries.
3. In section B, specify your new fund choices for future regular contributions. State the full names of the funds including fund managers. Remember to allocate whole percentages, with a minimum of 1% for each fund, ensuring the total reaches 100%.
4. In section C, if you wish to change some existing funds, enter the current fund's name and the percentage you wish to switch out. If not changing completely, indicate the percentage to keep in the current fund.
5. If you wish to switch out of all existing funds, complete section C2 with the new fund choice and state the corresponding whole percentages.
6. Move to section D for the declaration and signature. Each person requesting changes must sign and print their name, indicating their capacity (e.g., policyholder, trustee). Ensure all signatures are dated.
7. After completing all sections, review the form for any missing or unclear information to avoid delays. Save your changes, and prepare to print or share the completed document.

Start filling out your Wealth Switch form online today to manage your investments effectively.