Important Notice
1. Must submit original fund switching / change full allocation form.
2. Minimum allocation for each investment fund is 10%.
3. One form can do both fund switching and re-direction request.
4. No limitation of number of request per year.
5. Foreign Exchange Rate and Fund Switching FAQ (Updated: 13 Jan 2022)
Option 1: Direct instruction by CLIENT (Client > AXA)
Checklist
By Mail
Ø InvestmentLinked Policy Service Application For Business Introduced Through Brokers ([I4])
Ø AXA Vertex Annuity InvestLife Plan Miscellaneous Application Form ([A3])
Ø Paramount Investment Insurance Plan Miscellaneous Application Form ([P2])
Ø Risk Profile Questionnaire - GL30 Client Needs Analysis ([C6]) (If necessary) (Updated: 5 Aug 2021) (Complete Part A of P.1 and fully complete P.5-7. For electronic version, client need to sign on every page.) (Updated: 27 Aug 2021)
By Fax
- For Fax channel, client needs to register the service first by completing "Indemnity Declaration for Fund Switching and Change of Fund / Investment Option Allocation Instruction Application By Fax". ([I3]) It should be signed by client and send by mail.
Ø Risk Profile Questionnaire - GL30 Client Needs Analysis ([C6]) (If necessary) (Complete Part A of P.1 and fully complete P.5-7. For electronic version, client need to sign on every page.)
Online
For online platform, client is required to register the service first.
Submission Channel
| N/A | |
| Fax | (852) 2598 5863 |
| AXA Online
Mail Address |
www.axa.com.hk
Rm 3403, 34/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong (Updated: 10 Oct 2018) |
3) Daily cut off time:
- HK 12:00 a.m. for Post
- HK 12:00 noon for Fax
- HK 4:00 p.m. for Online (EMMA) (Updated: 13 Jan 2022)
Option 2: Client’s instruction via OnePlatform (Client > OnePlatform> AXA)
Checklist
1. Switching & Redirection Form (updated: 11 Jul 2013)
- InvestmentLinked Policy Service Application For Business Introduced Through Brokers ([I4])
- AXA Vertex Annuity InvestLife Plan Miscellaneous Application Form ([A3])
- Paramount Investment Insurance Plan Miscellaneous Application Form ([P2])
Full fund name must be written in the miscellaneous form.
Important: This form is NOT applicable before policy issue. A written letter is needed.
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy
4. Risk Profile Questionnaire - GL30 Client Needs Analysis ([C6]) (If necessary)(Complete Part A of P.1 and fully complete P.5-7. For electronic version, client need to sign on every page.)
Processing time for Fund Switching
Day 1 : Receiving client’s order
Day 2 : Place the sell order
Day 3 : Obtaining sell order, fund price on Day 2
Day 4 : Finish the sell order and process the buy order
Day 5 : Obtaining buy order, fund price on Day 4
Day 6 : Finish the buy order
AXA Customer Hotline: 25191133