1. To redeem funds that you hold, select the portfolio containing the fund you wish to redeem.

 

Redeem Funds - Step 1

 

2. Your fund holdings in the selected portfolio will be displayed. To redeem a fund from another account, click on the 'filter’ icon.

 

3. To redeem a fund, click ‘Sell’.

 

Redeem Funds - Step 2, 3

 

4. Enter the number of units you wish to redeem. The ‘Total Redemption Value’ will be automatically calculated.

 

5. Check that all fund information displayed is correct. Then click ‘Next’ to complete the transaction.

 

Redeem Funds - Step 4, 5

 

6. Before you proceed, ensure you have read through the ‘Redemption Conditions’ and click on ‘I Agree’. If you do not wish to proceed click ‘Cancel’.

 

Redeem Funds - Step 6

 

7. Review the fund information. If correct, click ‘Submit’ to proceed with the fund redemption.

 

Redeem Funds - Step 7

 

Your redemption application is submitted and a transaction number assigned. You will receive further updates via email and/or SMS.

 

Successfully Redemption

 

8. To edit your ‘Dividend’ options, click on the ‘Pencil’ icon next to the ‘Sell’ button.

 

Redeem Funds - Step 8

 

9. Change your ‘Dividend’ crediting account from the drop down menu. Then click ‘Next’.

 

Redeem Funds - Step 9

 

10. Review the fund information. If correct, click ‘Submit’ to proceed with the fund redemption.

 

Redeem Funds - Step 10

 

Your redemption application is submitted and a transaction number will be assigned. You will receive further updates via email and/or SMS.

 

Redeem Submitted Successfully