How to switch your investments
Please download the applicable form, complete it, and submit it to zzswitches@alexforbes.com
|
Living Annuitant Switch Forms If you want to switch the portfolio/s in which your existing investments are invested complete Form 1 below. And, if you want to switch the portfolio/s from which your drawdown amount is disinvested complete Form 2 below. (This form is in respect of the portfolio from which your pension is paid.) |
Our Contact Details
