Important Notice
1. Most documents should be submitted to SOD within 26 calendar days after sign date of client.
2. If you would like to get the valuation for client review, base on your special request, CS can request Zurich to send the valuation report provided that all the required documents and client’s authorization have been faxed to Zurich.
Checklist of Transfer In Servicing Agent
1. External Transfer Servicing Right
2. Client Data Form
3. Certified HKID copy
With signature of consultant, printed full name of consultant
- For customers residing in Hong Kong but not holding a permanent Hong Kong Identity Card, both
(1) suitably certified true copies of the originals of the passport (pages bearing photo, signature and the entry chop)
If client unable to provide either one of the suitably certified true copies of the originals of the full passport and national identification card, the client can provide the following to provide their nationalities: (Updated: 6 Jun 2012)
(a). Original of the client's signed declaration- state the reason why the client is not able to provide national ID nor Chinese passport (which are the primary document for verification); plus
(b). a valid Permit for Proceeding to Hong Kong and Macao (commonly know as 'One-way Permit') 前往港澳通行証》(慣稱「單程通行證」) or
(c). a valid Document of Identity 《簽證身份書》(commonly know as "DI") for visa purpose.
AND,
(2) Non-permanent Hong Kong Identity card bearing photograph are needed.
4. Client Agreement (if applicable)
Zurich Customer Hotline:3405 7150 (for general enquiries ONLY)