Fund Switching - Friends

Important Notice

1. The client should have a maximum 10 funds in the account. (please note if the plan is a regular paying plan and is still paying, then the funds in the redirection will also count toward the 10 fund count)

2. After Friends receives fund switching / re-direction request, they will send confirmation letter to client and OnePlatform by post (depend on the mailing rule set out by the client in the application stage). If your client/you find any errors, you can request back-dating of fund switching / re-direction within one month from the date shown on letter. Friends will not provide such special arrangement after the deadline.

3. No charge for fund switching / Redirection and no limitation of number of request per year.

4. 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 1 business days before the next contribution date.

5. The completed form should be signed and sent to FPI no later than 14 days. (Updated: 16 Jul 2020)

6. Please note no switch will take place if IOM is on holiday.  

7. Please note that FPI operate on a 1 switch, per policy, per day basis and all the percentages in the "Switch In" area of the form must equal to 100 when added together. (Updated: 15 May 2020)

Option 1: Direct instruction by CLIENT (Client > Friends Provident)

Checklist

1. Switch / Redirection instruction ([S9])

Submission Channel ​​​​​​​

Remarks:

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

2)      Daily cut off time: HK 4:30 p.m.

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

Checklist

1.  Switch / Redirection instruction ([S9])

• For fund code, please refer to the website of fund information by FPI (updated: 10 Apr 2017)
• FPI accept fund switching / redirection form with either fund code or fund name.
• However, FPI will reject fund switching order if Fund Code and Fund Name unmatched.   (updated 10 Nov 08)
• 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 submit "Letter of Request for Either Signature".

2.  CS eform

3.  Declaration for Fund Switching and Redirection Instructions ILAS Policy

  Processing time for Fund Switching

Friends Provident Customer Hotline: 35506188