Important Notice
1. Please refer to Policy Administration Manual section 3.25 & 3.26 for details.
2. 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)
3. List of Terminated Investment Choices (Updated: 26 May 2017)
4. With effect from 16 September 2020 (according to YF Life receive date), client need to submit Risk Profile Questionnaire together with Form A15B if RPQ not submitted before. If the risk profile of the client is "High"(score: 75-100), they are not required to submit RPQ at each time, unless their risk profile changes significantly.
(Memo: 2020-OB10-IB-HK - (甲) 更新適用於投資相連壽險計劃(ILAS)的相關表格及投保行政規定; (乙) 修訂有關投資相連壽險保單(ILAS)更改投資選擇及增購之行政規定 (For Hong Kong Only) (Updated: 16 Sep 2020)
Option 1: Direct instruction by CLIENT (Client > YF Life)
Checklist
- Request for Change of Policy Value Arrangement Form (A27B) ([R14])
- Risk Profile Questionnaire (G43-RPQ) [Eng][Chi] ([R12])
Submission Channel
| N/A | |
| Fax | N/A |
| YF Life Online | www.yflife.com |
Remarks:
1) For online platform, client is required to register the e-Policy Service first.
2) Daily cut off time:
- HK 4:00 p.m. for Post
- HK 7:00 p.m. for Online
Option 2: Client’s instruction via OnePlatform (Client > OnePlatform> YF Life)
Checklist
1. Fill in Request for Change of Policy Value Arrangement Form (A27B) ([R14])
1) If any content on the form is being amended/revised, the proposed policy owner is required to counter-sign close to the revised part as confirmation;
2) If there is more than one type of handwriting on the form (such as part of handwritten content and part of computer-printed content), the proposed policy owner is required to sign on the lower right corner of each page of the form as confirmation.
2. Declaration of Individual Tax Residence (POS-G03CRS) Chi Version / Eng version ([D4] - If applicable and subject to principal
3. Risk Profile Questionnaire (G43-RPQ) [Eng][Chi] ([R12])
4. CS eform
5. Declaration for Fund Switching and Redirection Instructions ILAS Policy
YF Life