Switch existing investment choices / funds

Step 1: Select the Account

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

• Only Switch Out by Percentage is available for Deposit/Cash Fund (if applicable)

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

• Only numeric digit is allowed for input
• Switch Out Percentage should be a whole number
• Switch Out Units should be rounded to 4 decimal places maximum

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

• 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 the next step.

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 the screen. You can also go to “Portfolio > Policy / account activity summary” to view your instruction record.