Top Up - Sun Life

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Important Notes:

  1. Increases to the contribution amount are allowed only if the amount has been previously reduced, in which case the amount may increase back to the level of Annualized Contribution Amount at the Policy Start Date.
  2. Please note that any change in contribution amount will not affect the Administration Charge and Surrender Charge, as the charges are based on the Annualized Contribution Amount at the Policy Start Date.

Checklist:

(OnePlatform Internal Document and Principal Document are required to be submitted)

OnePlatform Internal Document

1. Client Data Form
2. Client Agreement (CA form)
3. Financial Needs Analysis Form
4. Risk Profile Questionnaire
5. Acknowledgement Letter of Specific Services Agreement for Investment-Linked Assurance Scheme Policies

 

Principal Document:

  1. Change of Regular Premium Amount & Lump Sum ([C8])
  2. Payment Method – Applicable for payment method other than Autopay
  3. Important Facts Statement for Mainland Policyholder ("IFS-MP") ([I6])

Sun Life Customer Hotline：21038118 →press "1" → press "2"

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