Avalon Fund Switch Request Form (All products)

If you wish to change your (clients) fund selections for an Avalon account at any time, simply complete the form below and submit for processing.

Account Holder: *

Client Reference: *

Product to Switch: *

Date of Birth: *

Email Address: *

A) Holdings to be sold

B) New Holdings to be purchased

C) Do you wish to change your fund selections for monthly purchases?

Yes No

If 'Yes' please advise your new selections below. Please remember investment trusts and equities cannot be purchased on a monthly basis because of additional dealing costs.

On receipt of this instruction we will send an acknowledgment letter to you/your financial adviser at our system held address, issuing a receipt of the request.

1. Asset sales will be placed within 2 working days with subsequent purchases occurring following receipt from the fund management companies of renunciation funds.
2. All unit/share cancellations and allocations will use the selling price for sales and the buying price for purchases except in the case of open ended investment companies (OEICS) which are single priced investments.
3. Avalon will not make a charge for processing your request. Any charges or dealing costs incurred in the selling and buying of your investment choices will be taken prior to investing in the new assets listed in B) above. Dealings in OEICS may be subject to a dilution levy.
4. If dealings in any share or unit trust are suspended or cease for any reason then we will contact you as soon as possible to advise you of the situation.
5. In the case of requests received for Individual Savings Accounts (ISA's) you may only invest in funds and investment trusts which are eligible for ISA investment in accordance with HMRC Regulations.

Are you sure you wish to submit this request?' Yes No