Fund switch form 2025

Show details

4 out of 5

50 votes

The document is a fund switch form for Skandia Life Assurance Company Limited, detailing the process for clients to change their investment fund choices. It includes instructions for completing the form, requirements for financial advisers, and sections for new fund selections for both future contributions and existing investments. The form must be filled out in black ink using block capitals, and it cannot be used for certain Skandia funds. Clients are required to confirm their authority to make changes and provide necessary details about their plans.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to modify Fund switch form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your documentation requires only a few simple clicks. Make these fast steps to modify the PDF Fund switch form online free of charge:

Register and log in to your account. Log in to the editor using your credentials or click on Create free account to evaluate the tool’s features.
Add the Fund switch form for redacting. Click on the New Document option above, then drag and drop the sample to the upload area, import it from the cloud, or via a link.
Modify your template. Make any changes needed: insert text and photos to your Fund switch form, underline details that matter, erase parts of content and replace them with new ones, and add icons, checkmarks, and fields for filling out.
Complete redacting the form. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is very easy to use and efficient. Give it a try now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How does a fund switch work?

Switching allows you to sell some or all of a fund you currently hold and invest the money raised directly into another one. Its quickest to do this on our website or mobile app.

What are switch funds?

Switching mutual funds allows you to move investments from one scheme to another within the same fund house. Switching helps in exiting underperforming schemes, and entering ones that are aligned with your investment objectives.

What is a fund switch?

Switching allows you to sell some or all of a fund you currently hold and invest the money raised directly into another one. Its quickest to do this on our website or mobile app. Like all investments, they can fall as well as rise in value, so you could get back less than you invest.

What is the meaning of fund switching?

Switching in mutual funds refers to transferring your investment from one fund to another within the same fund house. This feature is often available to investors in open-ended mutual funds and is executed using the fund houses online platform or through an agent.

How do I switch from one fund to another?

You can switch mutual funds online by logging into your account and selecting the Switch option or offline by filling out a switch form at your mutual fund office. What are the costs involved in switching mutual funds? Switching mutual funds may involve exit loads and taxes on capital gains.

How long does a fund switch take?

A switch usually takes 4 to 7 working days, depending on the specific funds youre switching between. That may seem like a while, but please keep in mind we need to first sell one fund and then buy into the other fund on your behalf and each part of the process can take a few days.

What is a fund change?

An investment fund change happens when the plans investment advisor(s) or trustee(s) make changes to the plans investment lineup. These changes will offer different choices for how you can invest your money.

Is a mutual fund switch out taxable?

If you switch out of an equity fund, your gains will be taxable similar to equities. Short-term capital gains tax will be levied for gains if you switch within one year. In contrast, long-term capital gains tax will be levied for gains above Rs 1 lakh if you switch after one year from the investment date.

Fund switch form 2025

Here's how it works