How do I switch funds?
If you want to find out details of your policy, you can login to your secure online access.
Fund switches are usually made through your financial advisor or broker, but if you decide to do it yourself you can email us with the request. If we have your email address on file, we can accept your email with a clear instruction to switch. If we don’t have your email address on file, we can accept your email once you have a clearly signed instruction attached to the email. You can also call Customer Support on 01 799 2711 to do a fund switch over the phone.
When a request to switch funds is received before 5pm, it will transact at the next day’s unit prices, which reflect the close of markets on the day the request is received. Click here for more information.