Change your investment choice

You can change your investment choice online at any time. You can also download a form or phone the helpline. Your change will take effect within a few business days. There is no charge the first time you change your investment choice each calendar year. A fee applies for subsequent changes to your current account balances.

Remember, you can switch to UniSteps or one or a combination of the four base investment options: Growth, Balanced, Conservative and Cash.

Switching from UniSteps or between the four base options

You can choose different strategies for your current account balances and for future contributions. 

Switching to UniSteps

You can’t mix and match between ‘UniSteps’ and the four base options. You must choose ‘UniSteps’ for both your current account balances and future contributions if you are switching to UniSteps from Growth, Balanced, Conservative and/or Cash.

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