Important Notice:
- Additional requirements if the assignee is a holder of PRC resident identity card
- Intermediary has to explain individual points of the IFS-MP to the new policy owner.
- The collateral assignee has to sign on every page of a simplified Chinese version of the IFS-MP.
Checklist
1. For individual assignee - certified copy of ID of assignee
For Corporate body, business registration and/or certificate of incorporation, if applicable.
2. Assignment of Policy as Collateral Security ([A2])
3. Information Supplement Form for Corporate Bodies ([I2]) (if assignee is a corporate body)
4. Important Fact Statement for Mainland Policy Holder (IFS-MP) ([I1]) (if collateral assignee is a Mainlander)
5. CS eform
6. Other documents as requested.
Fubon Brokerage Service (For NB/CS/Product Inquiries)
Hotline: 2516-0196
Email: [email protected]