How much tax/ exit load would I have to incur if I switch to direct?

Modified on Wed, 24 Apr 2024 at 04:25 PM

You don’t need to switch your existing investments to direct funds and therefore no tax/ exit load will be incurred. Over a period of time, if required, regular funds may be exited in the course of the portfolio review process.

All your new investments will go into direct funds.

The portfolio monitoring & advice we provide will cover both sets of funds.

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