Important Notice
1. The submission of document must be within 1 month from the sign date. (Updated 5 March 2009)
2. Change of agent request shall be rejected if the policy is within the Initial Contribution Period (ICP) and a new
form must be submitted after the policy’s ICP in order for the agent change to be processed.
Checklist
1. Application for Change of Financial Adviser Form ([A6]) [Sample]
2. Client Data Form
3. Certified HKID copy
5. Blue Code Creation Form & Application Form for Web Access (FA) [A2] (Please submit if consultants do not have Blue TR code) (Updated: 17 Jan 2023)
Blue Customer Hotline: 35509600 / 35509828 / 35509888