Important Notice
1. Most documents should be submitted to SOD within 26 calendar days after sign date of client.
2. Not allowed within the policy first 19 months and limited to "broker transfer to broker" only.
Checklist of Transfer In Servicing Agent
1. External Transfer Servicing Right
2. Client Data Form
3. Certified HKID copy
With Consultant printed full name and signature
Sun Life Customer Hotline：21038118 →press "1" → press "2"