New Business Forms
Form [C1] Customer Source of Wealth Form – Personal Customer (Updated: 30 Jun 2023)
Form [H1] Wealth Select Protection Linked Plan Application-Simplified underwriting (Updated: 9 Dec 2024)[Sample] (Updated: 13 Jul 2023)
Form [H2] Wealth Select Protection Linked Plan Application-Full Underwriting (Updated: 9 Dec 2024) [Sample] (Updated: 13 Jul 2023)
Form [H3] Supplementary Declaration & Application (Updated: 12 Jul 2023)
Form [I1] Important Facts Statement – Policy Replacement (Updated: 30 Jun 2023)
Form [I2] Important Facts Statement for Mainland Policyholder (Updated: 30 Jun 2023)
Form [L1] Life Insurance Supplementary Applicaiton Form - Full underwriting (Updated: 07 Aug 2023)
Form [S1] Suitability Assessment Form (Updated: 30 Jun 2023) [Sample] (Updated: 05 Jul 2023)
Form [N1] Nominating Married Partner as Life Insured (Updated: 28 May 2024)
Form [N2] Nominating Child (18 years old or above) as Life Insured (Updated: 28 May 2024)
POS Forms:
Form [A1] Application Investment Choice Arrangement Form (incl. change of allocation and fund switching) (Updated: 15 May 2025)
Form [C2] Change of Premium Instruction (Updated: 27 Feb 2024)
Form [D1] Declaration for Nominating Beneficiary (Updated: 24 Mar 2025)
Form [P1] Policy Change Request (Financial) (Updated: 7 Jan 2025)
Form [P2] Policy Details Change Request (Non-Financial) (Updated: 7 Jan 2025)
- For change of dividend payment method, please complete this section:
Form [R1] Request for Policy Reinstatement (Updated: 03 Jul 2023)
Form [R2] Request for Policy Surrender/Partial Surrender (Updated: 03 Dec 2025)
Form [R3] Request for Transfer of Ownership (Updated: 03 Jul 2023)