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 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.
3. There must be exit charge applied if surrender within ICP. It will be reduced in accordance with the policy year. For Oscar surrender charge, please refer to Surrender Charge Table for Oscar (Updated: 20 Nov 2018)
4. Form should be submitted within 26 calendar days to OnePlatform.
5. Please check the surrender value in CTF Life portal (B.O.S.S.) with your individual login account. Download the Policy Summary Report from the portal to get more policy details.
Checklist
1. Surrender Form ([S15])
(If clients select "Faster Payment" in the form, please complete the Request for application / change of Faster Payment Service [R6] unless you have provided Faster Payment Information before) (Updated: 28 Jun 2022)
2. CS eform
3. Certified true copy of identity document of Policy Owner if it has not been submitted. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required.
CTF Life Customer Hotline: 28668898