Multifund Transfer Old

Multifund Transfer Form

(Please complete with block letters)

Data Privacy

Fund Type Risk Exposure to Variable Income Assets Membership Remark
Fund I 95% of Portfolio 49 years & below (by request only)
Fund II 75% of Portfolio 49 years & below (by default) Fund II contributors can move to Fund I
Fund III 20% of Portfolio 50 years & above (by default) Fund III contributors can move to Fund II (Formal request only)
Fund IV 10% of Portfolio 50 years & above (Retirees) Strictly for Retirees
Fund V (Conservative) 5% of Portfolio Personal Pension Plan Default fund for Personal Pension Plan contributors
Fund V (Growth) 45% of Portfolio Personal Pension Plan Personal Pension Plan contributors seeking growth
Fund VI (Active) 75% of Portfolio Non-Interest Contributors Active contributors preferring non-interest/Shari’ah-compliant investments
Fund VI (Retiree) 10% of Portfolio Non-Interest Retiree Contributors Retirees preferring non-interest investments
Fund VII (Dollar-Denominated Fund) 30% of Portfolio Dollar-Denominated Fund Dollar-denominated contributors, mainly Nigerians abroad and foreign-income earners

Fund Transfer Options

Please complete as appropriate

Declaration

(NOTE: Contributors are allowed to switch among Funds twice in a calendar year. The first transfer request will be at no cost while an additional request to switch among Funds within a year will attract a fee of N1,000.00 (one thousand Naira only

Data Privacy