1
WHO IS THIS FORM FOR?
This form is for Safe Combination
Bond (GBP), International Safe
Combination Bond (GBP & USD),
Secure Investment Portfolio (GBP),
International Secure Investment
Portfolio and With Bonus Bond
owners who wish to change one
or more of the RL360 Multi-Asset
Portfolio (MAP) Funds or RL360
Cash Funds available to their plan.
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.
If you need help to complete this
form, please contact our Customer
Services Team on +44 (0)1624
681682 or alternatively you can
email csc@rl360.com.
We can only accept written
instructions (including scanned
and faxed copies) that have been
signed by all plan owners, trustees
or authorised signatories. If you are
the appointed investment adviser,
you alone may sign on their behalf.
If you hold more than one plan,
you must complete a separate
form for each.
If you intend to send a scanned
or faxed copy of this instruction,
please ensure that it is clear
and legible. We cannot be held
responsible for the failure to
action your instructions if they are
unclear, incomplete or illegible.
Any errors or incomplete
information on this form may result
in a switch being delayed.
WHEN YOU HAVE COMPLETED
THIS FORM
Please send it to:
RL360, International House,
Cooil Road, Douglas, Isle of Man,
IM2 2SP, British Isles.
Or fax it to: +44 (0)1624 677336
Or email a scanned copy to
servicing@rl360.com
Please note that we cannot be
held responsible for switches that
are delayed or missed as a result
of instructions being sent to any
fax number, other than the one
shown above.
IMPORTANT NOTES
Processing switches
Once we receive your instruction,
we will process it within 5 working
days, subject to:
• all necessary information and
documentation being supplied
• compliance with the Terms and
Conditions of your plan.
General
Where applicable, please ensure
that the authorised signatory
list(s) that we hold for this plan
are up-to-date before submitting
dealing instructions. Where
authorised signatories have
changed and we are unable to
match those on this form with our
records, this will delay switching.
Where the provider of an
underlying fund for the
RL360 MAP Fund or RL360
Cash Fund linked to your
plan becomes insolvent, your
plan will incur the loss.
We are not authorised to provide
you with investment advice, and
we would always recommend that
you consult a professional before
making investment decisions.
PRIVACY AND COOKIE POLICIES
Our full privacy and cookie policies
can be viewed at www.rl360.com/
privacy or can be obtained by
requesting a copy from our Data
Protection Ocer.
FUND SWITCH
INSTRUCTION
CLOSED PRODUCTS
