Fillable FUND SWITCH INSTRUCTION SERVICING USE THIS FORM WITH (RL360)

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FUND SWITCH INSTRUCTION SERVICING USE THIS FORM WITH (RL360)

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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 oce 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
2
FUND SWITCH INSTRUCTION
Plan number
Full name(s) of
plan owner(s)/trust
or company
Investment adviser
(company name and
individual)
Date sent (dd/mm/yyyy)
Please provide your contact details in the event of a query:
Telephone number
Fax number
Email address
Switch type (please tick one box only)
Redirection of future Switching of existing
Switching of existing units plus
payments only units only redirection of future payments (if applicable)
SWITCH OUT
ISIN (if applicable) Name of fund Ccy % of units
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
SWITCH IN
ISIN (if applicable) Name of fund Ccy % of units
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Total 100%
3
Will future regular payments (if applicable) be invested
Yes
No
as per the instructions provided in the “SWITCH IN” table?
Redirection of future payments
(to be completed if a fund switch and redirection or redirection of future payments has been requested)
REDIRECT REGULAR PAYMENTS INTO
ISIN (if applicable) Name of fund Ccy % of units
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Total 100%
Please ensure that percentages invested total 100% and that the amount invested in each fund is above the minimum.
Plan owner/Trustee/Authorised Signatory 1 Plan owner/Trustee/Authorised Signatory 2
Investment Adviser
Signature
Date (dd/mm/yyyy)
Trustee/Authorised Signatory 3 Trustee/Authorised Signatory 4
Signature
Date (dd/mm/yyyy)
Privacy policy
Our full privacy policy can be viewed at www.rl360.com/privacy or can be obtained by requesting a copy from our Data
Protection Ocer.
4
RL273a 11/19
RL360 Insurance Company Limited. Registered Oce: International House, Cooil Road, Douglas,
Isle of Man, IM2 2SP, British Isles. Registered in the Isle of Man number 053002C. RL360
Insurance Company Limited is authorised by the Isle of Man Financial Services Authority.
SWITCHING OUT OF EXISTING FUNDS EXAMPLE
Table 1 below shows the summary of an example plan.
Table 1 – Example
Fund Currency ISIN No of units held in fund Value % of plan value
BlackRock GF World Energy USD LU0122376428 10,000 $15,000 25.00%
Pictet Timber USD LU0340557775 25,000 $10,000 16.67%
Aberdeen Gbl Asia Pacific Equity USD LU0011963245 6,000 $20,000 33.33%
Carmignac Emergents USD FR0011269364 30,000 $15,000 25.00%
Total $60,000 100.00%
The client wishes to switch out of all the funds completely in Table 1 and switch the proceeds into new funds.
Based on the information above, Table 2 demonstrates the WRONG way to complete the switch out instruction:
Table 2 – Switch out
ISIN Please state name of fund(s) to be switched Currency % of units
1. LU0122376428 BlackRock GF World Energy USD 25.00%
2. LU0340557775 Pictet Timber USD 16.67%
3. LU0011963245 Aberdeen Gbl Asia Pacific Equity USD 33.33%
4. FR0011269364 Carmignac Emergents USD 25.00%
If you complete the switch instruction as shown in Table 2 above then the following will happen:
Fund
Number of units
held in fund
% of units to be
switched
Number of units
switched
Number of units
remaining in fund
BlackRock GF World Energy 10,000 25.00% 2,500.00
7,500.00
Pictet Timber 25,000 16.67%
4,167. 50 20,832.50
Aberdeen Gbl Asia Pacific Equity 6,000 33.33%
2,000.00 4,000.00
Carmignac Emergents 30,000 25.00%
7,500.00 22,500.00
Table 3 demonstrates the CORRECT way to complete the switch out instruction:
Table 3 – Switch out
ISIN Please state name of fund(s) to be switched Currency % of units
1. LU0122376428 BlackRock GF World Energy USD 100.00%
2. LU0340557775 Pictet Timber USD 100.00%
3. LU0011963245 Aberdeen Gbl Asia Pacific Equity USD 100.00%
4. FR0011269364 Carmignac Emergents USD 100.00%
If you complete the switch instruction as shown in Table 3 then the following will happen:
Fund
Number of units
held in fund
% of units to be
switched
Number of units
switched
Number of units
remaining in fund
BlackRock GF World Energy 10,000 100.00% 10,000
0.00
Pictet Timber 25,000 100.00% 25,000
0.00
Aberdeen Gbl Asia Pacific Equity 6,000 100.00% 6,000
0.00
Carmignac Emergents 30,000 100.00% 30,000
0.00
x
If you require any further assistance with the completion of this form, then please do not hesitate to contact our Customer
Services Team on +44 (0)1624 681682 or alternatively you can email csc@rl360.com.
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Completed 21 June 2021

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