How To Invest Surplus Cash

Modified on Fri, 28 Jun, 2024 at 12:56 PM

Go into the All Account Actions dropdown (double cog icon) :


Select "Portfolio Switch/Rebalance":


Select "Invest Surplus Cash" and follow the three step process :

You have the option to view, print and save locally PDF amendment and illustration documents if you wish, and then submit the request:






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