Checklist (Updated: 29 Sep 2021)
1. Change of Licensed Insurance Intermediary Request Form [C4] Sample (Updated: 29 Aug 2024)
Please note that change of servicing broker is only applicable to client who has applied a Fubon Life policy via a brokerage company.
2. Client Data Form for external transfer
3. Client Agreement (if applicable)
4. Certified true copy of ID
Fubon Brokerage Service (For NB/CS/Product Inquiries)
Hotline: 2516-0196
Email: csservice.hk.life@fubon.com