How to switch your investments

Please download the applicable form, complete it, and submit it to zzswitches@alexforbes.com

 

Active Contributing Members - Download
Deferred/Phased Members - Download



Living Annuitant Switch Forms

If you want to switch the portfolio/s in which your existing investments are invested complete Form 1 below.

ILLA Investment Selection Form 1: - Download

And, if you want to switch the portfolio/s from which your drawdown amount is disinvested complete Form 2 below.

 

ILLA Pension Payment Portfolio Selection: Form 2 - Download

 

(This form is in respect of the portfolio from which your pension is paid.)

 

 



Our Contact Details


Click here for enquiry







Enquiries

021 650 2934

Please submit all comments or questions via this form

Fund website: www.uctrf.co.za

LinkedIn: www.linkedin.com/in/uctrf