Important Notice:
1. Daily cut-off time for Fund-Switching: 4p.m.
2. Maximum no. of funds holding à 20 funds
- Please note that the allocation to any investment-linked fund shall be minimum 5% of your contributions and in increments of 1% after the initial 5%. Thus, you may diversify your investments in up to 20 investment-linked funds
3. If any contributions are pending for investment or processing or any transaction for the same policy is in progress at the date of receipt of the instruction, Sun Life has the sole discretion to determine the priority in dealing with such instructions or to defer the instruction. In such circumstances, there may be some delay in executing such an instruction or instructions and Sun Life will not be liable for any loss or damages whatsoever or howsoever arising from such delay.
4. Please refer below image. (Updated: 23 Sep 2020)
Checklist
Option 1: Direct instruction by CLIENT (Client > Sun Life)
1. Fax Fund Switching & Change of Contributions Allocation Schedule / Investment Mandate Form ([F2]) to Sun Life by (852) 2103 8882
2. Risk Profile Questionnaire [Eng] / [Chi] [R2] (If necessary) (Updated: 5 Aug 2021)
Option 2: Client’s instruction via OnePlatform(Client > OnePlatform> Sun Life)
1. Fax Fund Switching & Change of Contributions Allocation Schedule / Investment Mandate Form ([F2])
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy
4. Risk Profile Questionnaire [Eng] / [Chi] [R2] (If necessary) (Updated: 5 Aug 2021)
Processing Time
Processing Time for Fund Switching and redirection:T + 4
Sun Life Customer Hotline：21038118 →press "1" → press "2"