Important Notice
1. If the client applies for this option within initial contribution period, commission will be clawed backed proportionally and surrender charge will be applied to client account.
2. If surrender is made within initial contribution period, it will be 100% penalty.
3. If the client applies for this option after initial contribution period, no commission will be clawed backed but surrender charge will be applied to client account.
4. If surrender value paid by telegraphic transfer, client need to bear the bank charges.
5. The submission of document must be within 1 month from the sign date.
Checklist
1. Surrender Application Form ([S4])
Clients bank will charge the TT charges to client's account (updated: 24 April 2011)
2. Self-Certification Form (Individual) [S7] or Self-Certification Form (Entity) [S8] or Self-Certification Form (Controlling Person) [S9]
3. CS eform
4. Certified true copy of identity document of Policy Owner. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required.
Payment methods (Updated: 24 Apr 2011)
1. If client chooses to be paid by Telegraphic Transfer, bank will charge TT fee to clients. Clients bank will charge the TT charge to clients account. Client should receive money in bank account within 4 days from price confirmation.
2. If client chooses to be paid by Cheque, Blue will send cheque to client by normal post.
Blue Customer Hotline: 35509600 / 35509828/ 35509888