Transcription of Switch Form - STANLIB
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Switch Form - STANLIB
E-mail 0867 277 516 Switch FormLinked InvestmentsCLIENT DETAILSINVESTMENT NUMBERNAME & SURNAME / ENTITY NAMEIDENTITY/PASSPORT/REGISTRATIONNUMBER CELL PHONE NUMBER EMAIL ADDRESSINSTRUCTIONINSTRUCTION TYPE REBALANCE Switch MODEL PORTFOLIO Switch PSP Switch DIRECT UNIT TRUST Switch **Fund list is available on the Direct Unit Trust application form . You can download the form from the STANLIB website, REBALANCE INSTRUCTION:Rebalance refers to the process of re-aligning the weightings of your investment portfolios. This involves the buying or selling of assets in yourinvestment to obtain the desired level of asset allocation. Please indicate your new portfolio selection and the weighting for each portfolio. Portfolio NamePercentage%%%%%%%%%%%%TOTAL% Switch FROM:Portfolio NamePercentageAmount%R%R%R STALISWI0262018/08/17Z42B62 Page 1 of 6 Portfolio NamePercentageAmount%R%R%R%R%R%R%R%R%RTO TAL%RSWITCH TO:Please note if its a Switch from a Personal Share Portfolio to another Personal Share Portfolio it will be processed as a script transferPortfolio NamePercentageAmount%R%R%R%R%R%R%R%R%R
Portfolio Name Percentage Amount % R % R % R % R % R PHASE-IN INSTRUCTION Change the portfolio selection for the existing Unit trust funds as indicated below.
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