Step 1: Select the way you would like to switch your investment choice / fund
Step 2: Select an investment choice / fund you would like to switch out from your existing balance
Step 3: Input the Switch Out Percentage / Units next to the investment choice / fund you would like to switch out
Step 4: Select an investment choice / fund you would like to switch in to your existing balance, and click the “SUBMIT” button to proceed
Step 5: Verify the details and click the “CONFIRM” button to complete your instruction
Step 6: 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.