Switching your funds

Switching refers to selling units/shares in one or more funds and reinvesting the proceeds in another fund, or funds administered by the same fund supermarket or fund company.

If you use Cofunds or Fidelity FundsNetwork, you can switch between funds online.

• Cofunds customers can login or register here.
• Fidelity FundsNetwork customers can login or register here.

Alternatively, you can write a switch instruction letter to the fund supermarket or fund company. Your instruction needs to be clear, unambiguous and include your customer account or plan reference number.

Important: Please post your switch instruction to CommShare. We’ll forward it to the company. If you don’t, some companies assume that we’re no longer your agent. This could affect your cashback payments.