Change future investments
ORSO / Pension
You can change investment allocations for your future monies based on your needs.
How it works?
1. Your current allocation % for future investments (Mandatory and Voluntary portions):
2. Your new allocation instruction for future investments:
3. Your future investment allocation:
Mandatory portion: 100% will be allocated to Fund A;
Voluntary portion: 50% will be allocated to Fund A and 50% to Fund C.
Step 2: Input the new allocation %, then click “Review”.
The total allocation % must add up to 100% for Mandatory and Voluntary portions respectively.
Step 3: Review your new investment instruction, then click “Submit”.
After submitting your instruction, you can save the page or print it for record-keeping.
You can also go to “Accounts > Policy / account activity summary > ORSO / Pension account(s) > View transaction log” to review your instruction records.
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