Quilter International policies do not apply to these forms, please get it via Service Log to principal.
Important Notice
1. The minimum contribution for 10 year term or above is HK$1250 / USD150 per month while for 5 -9 year term the minimum is HKD3750/ USD450.Please make sure do not decrease the monthly contribution below this amount. (Updated: 18 Nov 2015)
2. Please make sure that the min contribution per month for every single fund is HK$250 / USD30 after decrease of premium.
Checklist
1. Regular Premium Reduction Request Form ([R2])
2. CS eform
Payment Method
1. Credit Card
Please fill the card information on the form.
2. Bank Standing Order (BSO) (updated: 29 Apr 2020)
Client should contact their own bank to setup BSO directly. For the Beneficiary’s detail, please refer to below:
| HKD Payment | |
| Beneficiary Bank Name | Standard Chartered Bank (Hong Kong) Ltd |
| Beneficiary Bank Address | STANDARD CHARTERED BANK BUILDING, 4-4A DES VOEUX ROAD, CENTRAL, HK |
| Beneficiary Branch Code | 447 |
| Beneficiary SWIFT | SCBLHKHHXXX |
| Beneficiary Account | Utmost Worldwide Limited |
| Beneficiary A/C Number | 44700290306 |
| USD Payment | |
| Beneficiary Bank Name | Hong Kong Shanghai Bank |
| Beneficiary Bank Address | Hong Kong Shanghai Bank, Hong Kong Main Office,No 1 Queen’s Road, Central, Hong Kong |
| Beneficiary Branch Code | 500 |
| Beneficiary SWIFT | HSBCHKHHHKH |
| Beneficiary Account | Utmost Worldwide Limited |
| Beneficiary A/C Number | 500-296041-201 |
- Please provide payment proof (e.g. transfer advice/ TT receipt) and state policy owner’s English name and policy number clearly to Utmost for locating the payment.
- Please note that HK client who hold HKD/USD policy should not use the Payment Instruction Form ([P2]) as it is not accepted by Utmost.
Payment Methods for oversea client who hold USD currency policy
Please be advised that client who hold USD currency policy and live outside Hong Kong should send money to Citibank N.A. New York with details in the https://oneportal.oneplatform.com.hk/OnePortal2_0/PDFView?Type=DoclibraryLive&DocumentId=13985Payment Instruction Form ([P2])
Payment Methods for oversea client who hold HKD currency policy
All client, no matter lives in HK or outside HK and hold HKD currency policy should transfer the payment to Standard Chartered Bank (Hong Kong) Ltd. For details, please refer to the above table.
Utmost Customer Hotline：21536402