FlexGlobal Investment Switch Form CLIENT PERSONAL DETAILSSelect Title (required) ---MrMrsMissMsOther Details: Family Name (required) First Name (required) Client Reference Number: FLEX CONTACT DETAILS IN CASE OF QUERIES Home phone (required) Mobile phone (required) Your personal E-mail (required) Your work E-mail (required) INVESTMENT SELECTIONThis section is to be completed, with your appointed Financial Adviser, to indicate your new investment fund choices.Do you wish to change your previous selected investment scheme? YesNo Please select your new investment's kind. Lump-sum investmentsMonthly contributionMixed investment (lump + contributions) Choose the amount of the investment in Lump-Sum investments in your FlexGlobal currency (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." Choose the amount of the investment in Monthly contribution in your FlexGlobal currency (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV Lump Sum (%) GBP MyFolio Mkt IV Monthly contribution (%) GBP MyFolio Mgd IV Lump Sum (%) GBP MyFolio Mgd IV Monthly contribution (%) GBP Diversified Growth Lump Sum (%) GBP ---GBPEUR Diversified Monthly contribution (%) ---GBPEUR MyFolio Mkt V Lump Sum (%) GBP MyFolio Mkt V Monthly contribution (%) GBP MyFolio Mgd V Lump Sum (%) GBP MyFolio Mgd V Monthly contribution (%) GBP BlackRock Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Canaccord Genuinity Affinity Lump Sum (%) ---GBPUSDEUR Affinity Monthly contribution (%) ---GBPUSDEUR Opportunity Lump Sum (%) ---GBPUSDEUR Opportunity Monthly contribution (%) ---GBPUSDEUR GAM Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Dynamic Growth Lump Sum (%) ---GBPUSDEUR Dynamic Growth Monthly contribution (%) ---GBPUSDEUR Pacific Asset Management Plus Lump Sum(%) ---GBPUSDEUR Plus Monthly contribution(%) ---GBPUSDEUR Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II Lump Sum (%) GBP MyFolio Mkt II Monthly contribution (%) GBP MyFolio Mgd II Lump Sum (%) GBP MyFolio Mgd II Monthly contribution (%) GBP MyFolio Mkt III Lump Sum (%) GBP MyFolio Mkt III Monthly contribution (%) GBP MyFolio Mgd III Lump Sum (%) GBP MyFolio Mgd III Monthly contribution (%) GBP MyFolio Mkt IV Lump Sum (%) GBP MyFolio Mkt Monthly contribution (%) MyFolio Mgd IV Lump Sum (%) GBP MyFolio Mgd IV Monthly contribution (%) GBP Diversified Lump Sum (%) ---GBPEUR Diversified Monthly contribution (%) ---GBPEUR BlackRock Moderate Lump Sum (%) ---GBPUSDEUR Moderate Monthly contribution (%) ---GBPUSDEUR Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Canaccord Genuinity Diversity Lump Sum (%) ---GBPUSDEUR Diversity Monthly contribution (%) ---GBPUSDEUR Affinity Lump Sum (%) ---GBPUSDEUR Affinity Monthly contribution(%) ---GBPUSDEUR GAM Cautious Lump Sum (%) ---GBPUSDEUR Cautious Monthly contribution (%) ---GBPUSDEUR Balanced Lump Sum (%) ---GBPUSDEUR Balanced Monthly contribution (%) ---GBPUSDEUR Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Pacific Asset Management Conservative Lump Sum (%) ---GBPUSDEUR Conservative Monthly contribution (%) ---GBPUSDEUR Core Lump Sum (%) ---GBPUSDEUR Core Monthly contribution (%) ---GBPUSDEUR Plus Lump Sum (%) ---GBPUSDEUR Plus Monthly contribution (%) ---GBPUSDEUR Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I Lump Sum (%) GBP MyFolio Mkt I Monthly contribution (%) GBP MyFolio Mgd I Lump Sum (%) MyFolio Mgd I Monthly contribution (%) GBP MyFolio Mkt II Lump Sum (%) GBP MyFolio Mkt II Monthly contribution (%) GBP MyFolio Mgd II Lump Sum (%) GBP MyFolio Mgd II Monthly contribution (%) GBP BlackRock Defensive Lump Sum (%) ---GBPUSDEUR Defensive Monthly contribution (%) ---GBPUSDEUR GAM Defensive Lump Sum (%) ---GBPUSDEUR Defensive Monthly contribution (%) ---GBPUSDEUR Cautious Lump Sum (%) ---GBPUSDEUR Cautious Monthly contribution (%) ---GBPUSDEUR Pacific Asset Management Defensive Lump Sum (%) ---GBPUSDEUR Defensive Monthly contribution (%) ---GBPUSDEUR Conservative Lump Sum (%) ---GBPUSDEUR Conservative Monthly contribution (%) ---GBPUSDEUR Special Notes Based on your risk profile choose an investment strategy(required) IncomeBalancedGrowth Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR MyFolio Mkt V (%) GBP MyFolio Mgd V (%) GBP BlackRock Growth (%) ---GBPUSDEUR Canaccord Genuinity Affinity (%) ---GBPUSDEUR Opportunity (%) ---GBPUSDEUR GAM Growth (%) ---GBPUSDEUR Dynamic Growth (%) ---GBPUSDEUR Pacific Asset Management Plus (%) ---GBPUSDEUR Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP MyFolio Mkt III (%) GBP MyFolio Mgd III (%) GBP MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR BlackRock Moderate (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Canaccord Genuinity Diversity (%) ---GBPUSDEUR Affinity (%) ---GBPUSDEUR GAM Cautious (%) ---GBPUSDEUR Balanced (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Pacific Asset Management Conservative (%) ---GBPUSDEUR Core (%) ---GBPUSDEUR Plus (%) ---GBPUSDEUR Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I (%) GBP MyFolio Mgd I (%) GBP MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP BlackRock Defensive (%) ---GBPUSDEUR GAM Defensive (%) ---GBPUSDEUR Cautious (%) ---GBPUSDEUR Pacific Asset Management Defensive (%) ---GBPUSDEUR Conservative (%) ---GBPUSDEUR Special Notes Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR MyFolio Mkt V (%) GBP MyFolio Mgd V (%) GBP BlackRock Growth (%) ---GBPUSDEUR Canaccord Genuinity Affinity (%) ---GBPUSDEUR Opportunity (%) ---GBPUSDEUR GAM Growth (%) ---GBPUSDEUR Dynamic Growth (%) ---GBPUSDEUR Pacific Asset Management Plus (%) ---GBPUSDEUR Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP MyFolio Mkt III (%) GBP MyFolio Mgd III (%) GBP MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR BlackRock Moderate (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Canaccord Genuinity Diversity (%) ---GBPUSDEUR Affinity (%) ---GBPUSDEUR GAM Cautious (%) ---GBPUSDEUR Balanced (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Pacific Asset Management Conservative (%) ---GBPUSDEUR Core (%) ---GBPUSDEUR Plus (%) ---GBPUSDEUR Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I (%) GBP MyFolio Mgd I (%) GBP MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP BlackRock Defensive (%) ---GBPUSDEUR GAM Defensive (%) ---GBPUSDEUR Cautious (%) ---GBPUSDEUR Pacific Asset Management Defensive (%) ---GBPUSDEUR Conservative (%) ---GBPUSDEUR Special Notes Please select your investment's kind. Lump-sum investmentsMonthly contributionMixed investment (lump + contributions) Choose the amount of the investment in Lump-Sum investments in your FlexGlobal currency (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." Choose the amount of the investment in Monthly contribution in your FlexGlobal currency (required) "e.g 10,000 and EUR /GBP/USD. Separate each contribution with a comma." Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV Lump Sum (%) GBP MyFolio Mkt IV Monthly contribution (%) GBP MyFolio Mgd IV Lump Sum (%) GBP MyFolio Mgd IV Monthly contribution (%) GBP Diversified Growth Lump Sum (%) GBP ---GBPEUR Diversified Monthly contribution (%) ---GBPEUR MyFolio Mkt V Lump Sum (%) GBP MyFolio Mkt V Monthly contribution (%) GBP MyFolio Mgd V Lump Sum (%) GBP MyFolio Mgd V Monthly contribution (%) GBP BlackRock Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Canaccord Genuinity Affinity Lump Sum (%) ---GBPUSDEUR Affinity Monthly contribution (%) ---GBPUSDEUR Opportunity Lump Sum (%) ---GBPUSDEUR Opportunity Monthly contribution (%) ---GBPUSDEUR GAM Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Dynamic Growth Lump Sum (%) ---GBPUSDEUR Dynamic Growth Monthly contribution (%) ---GBPUSDEUR Pacific Asset Management Plus Lump Sum(%) ---GBPUSDEUR Plus Monthly contribution(%) ---GBPUSDEUR Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II Lump Sum (%) GBP MyFolio Mkt II Monthly contribution (%) GBP MyFolio Mgd II Lump Sum (%) GBP MyFolio Mgd II Monthly contribution (%) GBP MyFolio Mkt III Lump Sum (%) GBP MyFolio Mkt III Monthly contribution (%) GBP MyFolio Mgd III Lump Sum (%) GBP MyFolio Mgd III Monthly contribution (%) GBP MyFolio Mkt IV Lump Sum (%) GBP MyFolio Mkt Monthly contribution (%) MyFolio Mgd IV Lump Sum (%) GBP MyFolio Mgd IV Monthly contribution (%) GBP Diversified Lump Sum (%) ---GBPEUR Diversified Monthly contribution (%) ---GBPEUR BlackRock Moderate Lump Sum (%) ---GBPUSDEUR Moderate Monthly contribution (%) ---GBPUSDEUR Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Canaccord Genuinity Diversity Lump Sum (%) ---GBPUSDEUR Diversity Monthly contribution (%) ---GBPUSDEUR Affinity Lump Sum (%) ---GBPUSDEUR Affinity Monthly contribution(%) ---GBPUSDEUR GAM Cautious Lump Sum (%) ---GBPUSDEUR Cautious Monthly contribution (%) ---GBPUSDEUR Balanced Lump Sum (%) ---GBPUSDEUR Balanced Monthly contribution (%) ---GBPUSDEUR Growth Lump Sum (%) ---GBPUSDEUR Growth Monthly contribution (%) ---GBPUSDEUR Pacific Asset Management Conservative Lump Sum (%) ---GBPUSDEUR Conservative Monthly contribution (%) ---GBPUSDEUR Core Lump Sum (%) ---GBPUSDEUR Core Monthly contribution (%) ---GBPUSDEUR Plus Lump Sum (%) ---GBPUSDEUR Plus Monthly contribution (%) ---GBPUSDEUR Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I Lump Sum (%) GBP MyFolio Mkt I Monthly contribution (%) GBP MyFolio Mgd I Lump Sum (%) MyFolio Mgd I Monthly contribution (%) GBP MyFolio Mkt II Lump Sum (%) GBP MyFolio Mkt II Monthly contribution (%) GBP MyFolio Mgd II Lump Sum (%) GBP MyFolio Mgd II Monthly contribution (%) GBP BlackRock Defensive Lump Sum (%) ---GBPUSDEUR Defensive Monthly contribution (%) ---GBPUSDEUR GAM Defensive Lump Sum (%) ---GBPUSDEUR Defensive Monthly contribution (%) ---GBPUSDEUR Cautious Lump Sum (%) ---GBPUSDEUR Cautious Monthly contribution (%) ---GBPUSDEUR Pacific Asset Management Defensive Lump Sum (%) ---GBPUSDEUR Defensive Monthly contribution (%) ---GBPUSDEUR Conservative Lump Sum (%) ---GBPUSDEUR Conservative Monthly contribution (%) ---GBPUSDEUR Special Notes Based on your risk profile choose an investment strategy(required) IncomeBalancedGrowth Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR MyFolio Mkt V (%) GBP MyFolio Mgd V (%) GBP BlackRock Growth (%) ---GBPUSDEUR Canaccord Genuinity Affinity (%) ---GBPUSDEUR Opportunity (%) ---GBPUSDEUR GAM Growth (%) ---GBPUSDEUR Dynamic Growth (%) ---GBPUSDEUR Pacific Asset Management Plus (%) ---GBPUSDEUR Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP MyFolio Mkt III (%) GBP MyFolio Mgd III (%) GBP MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR BlackRock Moderate (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Canaccord Genuinity Diversity (%) ---GBPUSDEUR Affinity (%) ---GBPUSDEUR GAM Cautious (%) ---GBPUSDEUR Balanced (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Pacific Asset Management Conservative (%) ---GBPUSDEUR Core (%) ---GBPUSDEUR Plus (%) ---GBPUSDEUR Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I (%) GBP MyFolio Mgd I (%) GBP MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP BlackRock Defensive (%) ---GBPUSDEUR GAM Defensive (%) ---GBPUSDEUR Cautious (%) ---GBPUSDEUR Pacific Asset Management Defensive (%) ---GBPUSDEUR Conservative (%) ---GBPUSDEUR Special Notes Based on your risk profile choose an investment strategy (required) IncomeBalancedGrowth Fund Manager Growth Adventurous Aberdeen Standard Investments MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR MyFolio Mkt V (%) GBP MyFolio Mgd V (%) GBP BlackRock Growth (%) ---GBPUSDEUR Canaccord Genuinity Affinity (%) ---GBPUSDEUR Opportunity (%) ---GBPUSDEUR GAM Growth (%) ---GBPUSDEUR Dynamic Growth (%) ---GBPUSDEUR Pacific Asset Management Plus (%) ---GBPUSDEUR Fund Manager Cautious Moderate Growth Aberdeen Standard Investments MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP MyFolio Mkt III (%) GBP MyFolio Mgd III (%) GBP MyFolio Mkt IV (%) GBP MyFolio Mgd IV (%) GBP Diversified Growth (%) ---GBPEUR BlackRock Moderate (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Canaccord Genuinity Diversity (%) ---GBPUSDEUR Affinity (%) ---GBPUSDEUR GAM Cautious (%) ---GBPUSDEUR Balanced (%) ---GBPUSDEUR Growth (%) ---GBPUSDEUR Pacific Asset Management Conservative (%) ---GBPUSDEUR Core (%) ---GBPUSDEUR Plus (%) ---GBPUSDEUR Fund Manager Defensive Cautious Aberdeen Standard Investments MyFolio Mkt I (%) GBP MyFolio Mgd I (%) GBP MyFolio Mkt II (%) GBP MyFolio Mgd II (%) GBP BlackRock Defensive (%) ---GBPUSDEUR GAM Defensive (%) ---GBPUSDEUR Cautious (%) ---GBPUSDEUR Pacific Asset Management Defensive (%) ---GBPUSDEUR Conservative (%) ---GBPUSDEUR Special Notes CLIENT'S DECLARATION:Date GG MM YY FINANCIAL ADVISER'S DECLARATION: Name E-mail Company Mobile Number Date GG MM YY This website uses cookies to improve your experience. 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