Making changes to your investment
Servicing your investmentOnce you've worked with a financial adviser to decide which investment funds best suit your portfolio, its important to revisit those decisions. Markets change, and re-balancing helps you maintain your target asset allocation among stocks, bonds and cash. If the value of the stocks in your portfolio increases, the ratio of stocks to bonds could change. Over time, you could end up with more risk than you realise, if your assets aren't adjusted periodically to ensure they still meet your target allocation. Review your asset allocation regularly with your financial adviser to ensure your investments are in line with your needs and expectations - and invariable market shifts. |
How to change (switch) the investment funds within your portfolio
1. Complete the Discovery Invest Switch form
2. Switches are emailed or faxed
3. Switch fees
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How to change the details of your investmentInvestors may change the following investment details by completing the Discovery Invest request to amend details form
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How to cede (transferring rights of the policy) your investmentTo cede the investment in a collateral cession, investors must complete a Discovery Invest cession form and must give us a letter from the bank that the investment is being ceded to. The letter must be on the bank's letterhead. Retirement Funds may not be ceded or attached, as determined by the Pension Funds Act and Long Term insurance Act. |
