How to make an Invsetment Choice / Fund Switch
Individual Insurance - Alpha
Step 1: Select the Account
Step 2: Select the way you would like to switch your investment choice / fund
Step 3: Select an investment choice / fund you would like to switch out from your existing balance
* Only Switch Out by Amount or Percentage is available for Deposit/Cash Fund
Step 4: Input the Switch Out Amount / Percentage / Units next to the investment choice / fund you would like to switch out
* Only numeric digit is allowed for input* Switch Out Amount should be maximum 2 decimal places * Switch Out Percentage should be a whole number* Switch Out Units should be maximum 4 decimal places
Step 5:
* To perform multiple investment choice / fund switches in the same request, click the “ADD ROW” button and repeat Steps 3 – 5. If it is not applicable, go to next step.
Step 6: Verify the details and click the “CONFIRM” button to complete your instruction
Step 7: After your submission is completed, a reference number will be assigned and displayed on screen
Step 8: You can click “Transaction Log” on the left , then click the respective Transaction Description hyperlink to check the transaction status and details
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