Investment instruction form

If you would like to make new fund choices for investments already in your account, or change how your future contributions are invested, or both, please fill out the Investment Instruction Form.

Please note

  • Your instructions will usually be actioned within two working days. However, it can take up to a week for your account to reflect the updated fund choices.
  • Fund switches can only happen after any monthly contributions are added to your account. If these events line up, it could cause a delay.
  • While we are able to accept forms sent by email, we cannot accept forms which have been signed with an electronic signature. To avoid delays to your request, please ensure you sign all documents with an actual ‘wet ink’ signature.