Important Notice:
1. The percentage of contribution to be allocated to each investment choice must be integer with minimum 10%.
2. The aggregate percentage of contribution to be allocated to all the selected investment choice must be 100%.
3. A valid RPQ is a MUST before client could apply for the investment choice change.
4. Investment Choice Change Form should be submitted to OnePlatform within 26 days after sign date of client.
Option 1: Direct Instruction by CLIENT (Client > Zurich Life HK)
Checklist:
1. Investment Choice Change Form [I6]
2. Risk Profile Questionnaire [R2] (If necessary) (will be valid for 12 months from the completion date of the RPQ)
（請注意，版本編號為3ZL-NBS-RPQ-00236-ET-0921（列印於表格的左下角）的「風險承擔能力問卷」將由2022年7月1日起不被接受。下載版本編號為2ZK-NBS-RPQ-00236-ET-0921为新版本。） (Updated: 16 Jun 2022)
Submission Channel:(Updated: 07 Aug 2023)
| By Email | [email protected] |
| By Fax | 2967 1384
(It will go out of service on 1 Jul 2023) |
| By Online | MyZurich Life https://life.zurich.com.hk/customer/login.aspx |
Daily Cut-off Time: 12:45 p.m.
Option 2: Client’s instruction via OnePlatform(Client > OnePlatform> Zurich Life HK)
Checklist
1. Investment Choice Change Form [I6]
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy
4. Risk Profile Questionnaire [R2] (If necessary) (will be valid for 12 months from the completion date of the RPQ)
Zurich Life HK Distribution Support Hotline: 3405-7201