The form or letter must include the owner/s name/s, policy number/s to be actioned and the date the form was completed.
The first section (on the left) should be completed if you wish to cancel units in funds currently held, and use the proceeds to buy units in new funds.
The second section (on the right) - "Regular premiums" - should be completed if you wish to keep the units already purchased, but direct future premiums into new funds. Not applicable on Single premium policies. It can also be used to confirm where regular premiums should be invested following a switch instruction.
Please note:- only 5 funds can be held at any one time.
All owners of the policy must sign the form.