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HOME > Customer Service > Online Service > How to change Fund Portfolio > Individual Insurance - Alpha: Investment Choice / Fund Switch
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Address Change

Life events
Life events
Life is full of changes and surprises, we are here to give you the best financial planning solutions to fulfill your needs at different stages of your life.

Please select a life stage:
*Having a Baby
*Getting Married
*Going to University
*Starting a Business
*Changing Jobs
*Buying a Home
*Planning for Retirement

How to make an Invsetment Choice / Fund Switch

Individual Insurance - Alpha

Step 1: Select the Account

Step 1: Select the Account



Step 2: Select the way you would like to switch your investment choice / fund

Step 2: Select the way you would like to switch your investment choice / fund



Step 3: Select an investment choice / fund you would like to switch out from your existing balance

Step 3: Select an investment choice / fund you would like to switch out from your existing balance

* Only Switch Out by Amount or Percentage is available for Deposit/Cash Fund



Step 4: Input the Switch Out Amount / Percentage / Units next to the investment choice / fund you would like to switch out

Step 4: Input the Switch Out Amount / Percentage / Units next to the investment choice / fund you would like to switch out

* Only numeric digit is allowed for input
* Switch Out Amount should be maximum 2 decimal places 
*
Switch Out Percentage should be a whole number
* Switch Out Units should be maximum 4 decimal places



Step 5: Select an investment choice / fund you would like to switch in to your existing balance, and click the “SUBMIT” button to proceed

Step 5: Select an investment fund / choice you would like to switch in to your existing balance, and click the “SUBMIT” button

* To perform multiple investment choice / fund switches in the same request, click the “ADD ROW” button and repeat Steps 3 – 5. If it is not applicable, go to next step.



Step 6: Verify the details and click the “CONFIRM” button to complete your instruction

Step 6: Verify the details and click the “CONFIRM” button to complete your instruction


Step 7: After your submission is completed, a reference number will be assigned and displayed on screen

Step 7: After your submission is completed, a reference number will be assigned and displayed on screen


Step 8: You can click “Transaction Log” on the left , then click the respective Transaction Description hyperlink to check the transaction status and details

Step 8: You can click “Transaction Log” on the left and the Transaction Description hyperlink to check the transaction details


 

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