Step 1: Select the fund(s) / investment choice(s) you would like to switch out, then click “Next”.
Step 2: Select the switch out option (if applicable), the fund(s) / investment choice(s) you would like to switch in and input the switch out % / unit, then click “Review”.
Step 3: Review the details, then click “Submit” to complete your instruction.
After your submission is complete, 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.