Check List
1. OnePlatform's Personal Details Update Form
2. Change of Personal Particulars ([C7])
Or Change Address & Contact Information Form ([C4])
3. For change name (Updated: 28 Oct 2015)
Certified HKID card/ passport copy and deed poll
4. CS eform
5. For Company policyholder, please submit Declaration of FATCA Classification for An Entity ([D3])
6. Address proof is not required unless it is required by Sun Life, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
Sun Life Customer Hotline：21038118 →press "1" → press "2"