Please see below steps on how a member can complete a Fund Switch in their MyPension365 member portal.
1 – Member logs into the platform, then selects the “Investments” tab from the dashboard
2 – Select the “Change your investments” button
3 – To change the Investment funds click “Do it yourself”
4 – Choose the Fund by using the + toggle button or typing in the percentage you want to allocate to a specific Fund ensuring the total equals 100% highlighted at the bottom of the page, you will need to use the – toggle button to reduce the percentage on the fund you wish to move out of, then click Save
5 – Make a selection on where your current Invested funds should go to by selecting either Don't move my investments or Move all my investments and click Continue. Here you can assign your current investments across different funds from those chosen for your future investments.
6 – Confirm your choice by reading through and ticking the box to Confirm you understand each statement and want to continue , then click Update Investments
Please note:
Switch requests received by us before 5pm on a day we’re open for business will be processed using the unit price calculated based on close of market prices that day.
Fund switches will receive the next business day unit prices if other transactions are processing on the day the switch instruction is submitted.
Switches completed on a non-working day will receive the price date of the next available working day.
7 – Final screen confirms the request has been made and a notification email will be issued to the member within 24 hours confirming same.
