alongside ALLOCATION / SWITCHES on the sub-menu on the left. Additional options will be displayed.To switch investments of past contributions, click alongside ALLOCATION / SWITCHES on the sub-menu on the left. Additional options will be displayed.
Select Switch past investments from the sub-menu on the left.
Note:
If the member is not allowed to switch then the Investment Balances per Portfolio screen will display the following message:
Member is not allowed to Switch.
If no portfolios are available to switch, the following message will be displayed:
There are currently no investment portfolios from which switching may be done.
Click OK to remove the message.
The Investment Balances per Portfolio screen will be displayed.
This screen displays both the unitised and non-unitised portfolios in which the member has invested, the percentages that have been allocated to each portfolio, and the market value of the investment in each portfolio.
Click the hyperlinked here to return to the Investment Balances per Portfolio screen.
To perform a switch, click on the hyperlinked investment medium name.
The Transfer Existing Investments screen will be displayed.
If you want to use the default investment allocation, tick the box alongside Default Allocation.
If you want to specify a different percentage, tick the box alongside Member's choice.
In the Transfer Percentage box, enter the percentage of the total units that you want to transfer.
Click SUBMIT.
The Transfer to Available Investments screen will be displayed.
You can view the investment price history for each of the available portfolios. Click the hyperlinked name in the Portfolio column. The Investment Price History screen will be displayed for the selected investment medium.
Enter a percentage for the portfolio(s) in which you would like the money invested, by entering a figure in the Percentage box alongside the applicable portfolio. You may choose to invest in more than one portfolio.
Click SUBMIT.
The sum of your switch percentage must add up to 100%. If not, the following error message will be displayed:
Sum of percentages entered must equal 100
Click OK and change the percentages so that they total 100%.
The Transfer Existing Investments screen will be re-displayed.
Click CONFIRM.
If you haven't ticked the check box, the following error message will be displayed:
Please confirm your acceptance of the conditions before proceeding.
Click OK, then tick the check box.
Click CONFIRM.
The following confirmation message will be displayed:
After allocation changes and / or switches have been completed they must be confirmed. Select the Confirm Allocations / Switches menu to continue.
Click OK.
The Investment Balances per Portfolio screen will be displayed.
Note:
To access the relevant investment information, click the Investment Information hyperlink. The General Information screen will be displayed. Refer to Investment Information.
On the Transfer Existing Investments screen, click CONFIRM.
If you haven't ticked the check box, the following error message will be displayed:
Please confirm your acceptance of the conditions before proceeding.
Click OK and then tick the check box.
Click CONFIRM.
The following confirmation message will be displayed:
After allocation changes and / or switches have been completed they must be confirmed. Select the Confirm Allocations / Switches menu to continue.
Click OK.
The Investment Balances per Portfolio screen will be displayed.
To cancel the unconfirmed switch, click the hyperlinked Cancel on the appropriate line.
The following confirmation message will be displayed:
Are you sure you want to cancel this unconfirmed switch?
Click OK to confirm the cancellation.