How can I switch ASB Investment Funds?
Last Updated: 15 Mar 2017
You can switch between funds by contacting the ASB Wealth Advisory Service on 0800 108 084.
Please note, if you switch between funds, you must switch at least $500.
We can delay or suspend a switch in exceptional circumstances in accordance with the Trust Deed.
Did this answer your question?
Related Answers
-
An ASB Wealth Manager can advise on a range of financial products and services, however the ASB Portfolio Series discretionary ...
-
A custodian will hold your financial products on your behalf. The custodian for ASB Portfolio Series is currently Investment Custodial ...
-
ASB Portfolio Series is a discretionary investment management service (DIMS) provided by ASB Bank Limited. Under a DIMS, the provider ...
-
A custodial service is when an entity or individual holds a client’s property or money on their behalf. The custodian ...
-
Yes, subject to the recommended investment product or service criteria. Please refer to the ASB Investment Funds Product Disclosure Statement ...
-
Canstar is a company that researches and rates different financial services from New Zealand banks and institutions. Canstar has created ...
-
You can make decisions about adding money to, or withdrawing money from, your portfolio. However, we will make decisions about ...
-
You’ll have several meetings with your Wealth Manager so they can get to know your personal goals and circumstances and ...
-
Each year you will receive: A statement every six months showing the value of your investment (and any transactions that ...
-
A value tomorrow FX transaction settles one business day after the trade date. For other related information, find out more ...
