INVESTMENT SWITCH REQUEST FORM
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  • INVESTMENT SWITCH REQUEST FORM

  • Complete and return form to Cook Islands National Superannuation Fund, PO Box 3076, Rarotonga, Cook Islands or Email enquiry@superfund.gov.ck Please write in blue or black pen only. Please read the Product Disclaimer Information Handbook and complete this form carefully. If you do not complete the form properly your application will not be confirmed and/or your Investment Direction will be recorded as being a 100% allocation to the CINSF Default Fund.

  • 1. Member Information Details

  • Title
  • Date of Birth (DD/MM/YYYY)
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  • Gender
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    • Changes to my CINSF Investment Fund selection will be recorded and processed 1-3 business days (or earlier if possible)
    • If you wish to select a combination of CINSF Investment Funds, the minimum amount you can select for any one CINSF Investment Fund is 5%.

  • 2. Your Investment Choice (Compulsory & Voluntary)

  • I elect to switch the investment option of my account, including my existing investment and future contributions to the following. Each chosen CINSF Investment Fund must have a minimum of 5%.
  • Please indicate your choices by filling in the percentage for options 1-3. If you choose the CINSF Default Fund option, please tick the corresponding box.
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  • 5. Member Declaration and Signature

  • Please read this declaration before you sign and date your form;
    • I declare that the information I have provided on this form is true and correct.
    • I direct the Trustee to invest my current Account Balance as indicated on this form. I acknowledge that neither the Trustee nor the CINSF Office will be liable for any loss resulting from this investment direction.
    • I understand that the capital value of my contributions/investments in the CINSF Investment Fund(s) may rise or fall depending on market conditions or the investment managers investment decisions.
    • It is therefore possible that I may receive less back than I have invested.
    • I acknowledge that choosing my Investment Direction is solely my responsibility and neither the Board nor the Trustee is to be regarded as representing or implying that my Investment Direction is appropriate for any personal circumstances.
    • I understand that if I don't make choices to my Investment Direction, this will be recorded as being 100% allocated to the CINSF Default Fund.
    • My choice of Investment Direction is a binding direction from me to the Trustee.
    • I am entitled to one free switch per year. Any additional requests to switch in any one year will incur a fee at $75 each.
    • I acknowledge that the $75 will be debited from my Compulsory Account.
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