1
USE THIS FORM WITH ANY OF
THE FOLLOWING PRODUCTS
RL360 products
Quantum, Quantum Malaysia,
Paragon, Regular Savings Plan,
Regular Savings Plan Malaysia,
Oracle and LifePlan.
For LifePlan Lebanon, please use
form LPL07.
Scottish Provident International
products
Quantum, Momentum, Prosper,
Eclipse, Stratum, Kudos,
Preference, Capital Investment
Portfolio, International Investment
Portfolio, Bonus Growth Portfolio,
Veritas Savings Account, Veritas
Capital Investment Portfolio and
Technology bond.
COMPLETING THIS FORM
By completing this form you will
be requesting a change to the
funds to which the value of your
plan is linked.
We can only accept fund switch
instructions (including scanned
or faxed copies) that have been
signed by all plan owners, trustees
or authorised signatories. If you are
the appointed investment adviser
for the plan, you alone may sign on
their behalf.
We cannot be held responsible
for the failure to action your
instructions if they are unclear,
incomplete or illegible. Any errors
or incomplete information may
result in a switch being delayed.
Originals of scanned or faxed
documents are not required.
If you hold more than one plan,
you must complete a separate
form for each plan.
For more information about
completing this form, please
contact our Customer Services
Team on +44 (0)1624 681682
or alternatively you can email
csc@rl360.com.
WHEN YOU HAVE COMPLETED
THIS FORM
1. Email it to:
switchinginstructions@rl360.com;
2. Fax it to: +44 (0)1624 689213;
or
3. Post it to: RL360, International
House, Cooil Road, Douglas, Isle
of Man, IM2 2SP, British Isles
Please note that we cannot be
held responsible for switches that
are delayed or missed as a result
of any instruction being sent to
an email address or fax number,
other than those detailed above.
IMPORTANT NOTES
Processing fund switches
We will process your instruction
on the day which we receive it,
subject to:
• your instruction being received
by 12pm (UK time) on that day.
• our oce being open for work
on that day
• all necessary documentation
being supplied
• compliance with your plan Terms
and Conditions.
If, for whatever reason and further
to the aforementioned criteria,
we are unable to process your
instruction on the day which we
receive it, we will process it on our
first working day thereafter.
Hong Kong plans
For Hong Kong issued plans (the
plan number starts with the letter
“H”), completed switch forms can
be submitted as follows:
1. Email it to:
switchinginstructions@rl360.com;
2. Fax it to: +852 2169 0181;
or
3. Post it to: RL360, Room 1403,
Sun House, 181 Des Voeux Road
Central, Sheung Wan, Hong
Kong
Please note that we cannot be held
responsible for switches that are
delayed or missed as a result of
any instruction being sent to an
email address or fax number, other
than the ones detailed above.
Instructions received after 5pm
Hong Kong time will be treated as
having been received by us on the
following business day.
FUND SWITCH
INSTRUCTION
SERVICING