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  • No : 1540
  • Displayed Date : 2024/02/19 18:39
  • Updated DTM : 2024/12/16 18:28
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What kinds of methods are available for reviewing investment products?

Answer

There are two methods: changing allocation ratios and switching.
 
(1) Changing allocation ratios
This refers to the procedure of changing investment products and the ratios to be purchased with monthly contributions. Products already purchased will not be affected.
 
(2) Switching
This refers to the procedure of selling an investment product(s) currently held (already purchased) and purchasing other investment product(s). Products to be purchased with monthly contributions will not be changed.