Fund Switching - AIA

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Important Notice

1. Most AIA forms should be submitted to SOD within 10 calendar days after sign date of client.

2. If you client would like to switch from both daily dealing funds and weekly / monthly dealing funds to other funds, it is recommended to complete 2 fund switching forms, one for switching those daily dealing funds to other funds and one for switching weekly / monthly dealing funds to other funds. This will make the switching process quicker because no need to wait for selling all fund units before buying the other fund.

3. Redirection will be on effect from next month contribution. If you want the re-direction being effective in next contribution, you should submit the form at least 3 business days before the next contribution date. For details, please refer to Funds Switching / Re-direction process.

​​​​​​​4. Fund allocation percentage for switch-in must be integer and minimum allocation is 10%

5. All the form details must be filled in ENGLISH.

6. Policy number must be filled on all AIA POS Request for Change Form, otherwise, AIA will not process the request and will return the request form. (Updated: 15 Mar 2017)

7. AIA will suspend the service of registration and application of fund switching & change of investment allocation submitted through fax service. Details as below: (Updated: 8 Jun 2020)

8. Memo Ref A2021136 - Shortening trade confirmation cycle for investment options (Fund Switching/Withdrawal/Surrender or partially surrender/Premium) [appendix 1] (Updated: 15 Apr 2021)

Option 1: Direct instruction by CLIENT (Client > AIA)

Checklist

Submission Channel

Email N/A
AIA Online https://www3.aia.com.hk/customer/agreement.do?lang=01

Remarks:

1)   For online platform, client is required to register the service first.

2)   Daily cut off time:

  • HK 4:00 p.m. for Post
  • HK 9:00 p.m. for Online

Option 2: Client’s instruction via OnePlatform (Client > OnePlatform> AIA)

Checklist

Submitted through OnePlatform

1. 1. Request for Investment-linked / Universal Life Plan Services (Applicable to IFA & Brokers) ([R11])

  • RPQ form will be valid for one year, provided that it is duly completed and accepted by AIA. Updated: 02 Sep 2020）

(Submission Tips)

  • "Fund Code" is used for making instructions for Fund Withdrawal, Fund Switching, Change of Investment Allocation and Top-up Premium.
  • A new section, Part C - Dollar Cost Averaging (DCA) Facility is added and this section is only applicable to the new product "Treasure Master", not for capital series. (Updated 23 Nov 07)
  • For joined named policy, both policy owners MUST be signed on Fund Switching Form, otherwise, if "either signature" authorization has been applied on the policy, please follow below:
  • (i) Submit with the "Letter of Request for Either Signature", OR
  • (ii) Remark on "CS eform"

2. CS eform

3. Declaration for Fund Switching and Redirection Instructions ILAS Policy

4. Risk Profile Questionnaire [Sample] ([R10]) (If necessary)

 AIA Customer Hotline: 22328888

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