Portfolio Re-Balancing

Portfolio re-balancing

  • I/We confirm receipt of the details of the Portfolio and Key Investor Information Document, and confirm that you may make the recommended changes to the Portfolio, including funds to be bought and sold. Any switch of funds can affect both the asset allocation and risk profile of your overall investment/s. I/We agree to proceed with the fund/portfolio switch and I/We confirm to have been made aware of any such changes.

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