Important Notice
1. For Assignment, please refer to Policy Administration Manual section 3.23 for details and updated requirements. (updated: 24 Apr 2013)
2. For Change of Policy Owner, please refer to Policy Administration Manual section 3.21 for details and updated requirements. (Updated: 24 Apr 2013)
3. The sign date should be after the effective date of coverage; All signed document should return to YF Life within 5 working days after sign date and return the completed form to SOD 2 working days before the deadline. (Updated: 9 Jan 2018)
4. For PRC client who applies Assignment or Change of Ownership, mainland client verification (認證) is required, please refer to PRC Business - Operations Guide section 4.3 for details and updated requirements.
Checklist (Assignment)
1. Collateral Assignment (A07) ([C2])
2. Consultant's Report (G01) ([C3])
3. Certified identity document copy (both assignor and assignee are required) (with signature of consultant, printed full name of consultant) (if a copy of valid identity document has not been provided before) (Updated: 7 Dec 2018)
香港永久性居民
- 香港永久性居民身份證
香港居民（非永久性居民）
- 有效旅遊證件；或
- 香港居民身份證及載有個人照片並可證實其國籍之有效文件（如護照、國家駕駛執照等）
非香港居民之人士
- 有效旅遊證件；或
- 載有個人照片的身分證
4. a. Declaration of Individual Tax Residence (POS-G03CRS) (Chi Version / Eng Version) ([D4])
b. Self-certification Form of Entity (POS-G68CRS) (Chi Version / Eng Version) ([S6]) (If applicable)
c. Self-certification Form of Controlling Person (POS-G68CP) (Chi Version / Eng Version) (For Corporate) ([S8]) (If applicable)
5. CS eform [from the assignee]
6. Client Agreement (CA form) (for the Assignee)
7. Important Notes and Risk Disclosure on Assignment to Assignor (G69) ([I5])
8. Important Facts Statement for Mainland Policyholder(G70) ([I7])
9. Address proof is not required unless it is required by YF Life , or OnePlatformhas to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
Checklist (Change of Policy Owner)
1. Request for Change of Policy Ownership (A20B) ([R1])
2. Certified identity document copy (both assignor and assignee are required) (with signature of consultant, printed full name of consultant) (if a copy of valid identity document has not been provided before)
香港永久性居民
- 香港永久性居民身份證
香港居民（非永久性居民）
- 有效旅遊證件；或
- 香港居民身份證及載有個人照片並可證實其國籍之有效文件（如護照、國家駕駛執照等）
非香港居民之人士
- 有效旅遊證件；或
- 載有個人照片的身分證
3. Self-certification Form of Entity (POS-G68CRS) (Chi Version / Eng Version) ([S6]) (If applicable)
Self-certification Form of Controlling Person (POS-G68CP) (Chi Version / Eng Version) (For Corporate) ([S8]) (If applicable)
4. CS eform
5. Client Agreement (CA form) [from the assignee]
6. Important Facts Statement for Mainland Policyholder(G70) ([I7])
7. Address proof is not required unless it is required by YF Life , or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
Payment method
Please refer to New Business Administrative Manual Section 7. Premium Payment Procedures
Direct Debit is the only method for YF Life to accept future contribution.
Direct Debit Authorisation (G07) ([D1]), see the Bank Code Table to check the bank code
Two (2) months premium in cheque payable to YF Life Insurance International Ltd.
If there is outstanding payment, the assignee should prepare a cheque with outstanding amount and payable to YF Life Insurance International Ltd. (from the assignee)
YF Life