Online Switch and Redirection Requests

Switch and Redirection requests can now be

submitted through the Service Centre.

This documents outlines the process for submitting a

request to Generali

Generali Online Services

 Switch and Redirection Requests – Introduction

A Switch request allows existing fund holdings to be sold and

reallocated into different funds. This may be done to remove holdings
from an underperforming fund, or to rebalance a portfolio.

A Redirection request only applies for plans where new money is being
paid into the plan. It specifies in which fund and how much of any new
investment should be allocated to that fund.

Both types of request are available to be requested through the website,

though Redirections will only be shown on plans on which regular
investment is being made.

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 Switch and Redirection Requests – Getting Started

Switch and Redirections are only available online for Choice and Vision
products.

To start the Switch and Redirection process, view the plan details and click
on the Switch/Redirection tab shown in the top menu. The tab is
highlighted in the image on the below

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 Switch and Redirection Requests – Switches, Part 1

Switching is available to all Vision and Choice plans. Redirections are only
available on premium paying Vision plans.

To perform a switch, at least one fund must be chosen to sell, along with
the percentage of the holding to be sold. Target funds – where the
proceeds of the sale are to be invested – must also be selected. More than
one target fund can be selected, however the total percentage allocated
must be 100%.

Example – Plan has a holding in JF Eastern Trust. 50% of this fund is

selected to be sold (“switched”), leaving the other 50% still held.

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 Switch and Redirection Requests – Switches, Part 2

This sales results in 100% proceeds. These proceeds now need to be

used to buy replacement funds. At least one target fund must be specified,
though multiple funds can also be used (by clicking on Add Fund) . The
total amounts must add up to 100% to use up all of the proceeds of the
original fund sale.

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 Switch and Redirection Requests – Switches, Part 3

If no Redirection is required (or is unavailable), prior to providing the

request to Generali you must confirm you wish Generali to proceed with
the instruction by ticking on the Confirmation box, highlighted in the image
below..

Double check all details as, once submitted, Generali will act on the
instruction - Any changes will require contacting Generali directly.

Once all details are completed, click on the “Proceed” button to submit the
request to Generali:

Generali Online Services

 Switch and Redirection Requests – Switches, Part 4

Once submitted, all Switch and Redirection requests are available to view
from the Documents tab under the Switches and Redirections sub-
category.

Generali Online Services

 Switch and Redirection Requests – Redirections, Part 1

Redirections are available to all premium-paying Vision plans.

To perform a Redirection, at least one fund must be chosen in which to

invest future investments. along with the percentage of the premium to
invest. More than one target fund can be selected, however the total
percentage allocated must add up 100%.

Note that the specified investment REPLACES all previous allocations.

Example – Current premium allocations are shown in the image below

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 Switch and Redirection Requests – Redirections, Part 2

If a change is required, select the new funds and the investment

percentages from the list on the right. To specify additional funds, click on
the Add Fund button.

The total percentage across all funds must add up to 100%. This new
selection will REPLACE all of the previously selected allocations.

Generali Online Services

 Switch and Redirection Requests – Redirections, Part 3

Prior to providing the request to Generali you must confirm you wish
Generali to proceed with the instruction by ticking on the Confirmation box,
highlighted in the image below..

Double check all details as, once submitted, Generali will act on the
instruction - Any changes will require contacting Generali directly.

Once all details are completed, click on the “Proceed” button to submit the
request to Generali:

Generali Online Services

 Switch and Redirection Requests – Redirections, Part 4

Once submitted, all Switch and Redirection requests are available to view
from the Documents tab under the Switches and Redirections sub-
category.

Generali Online Services