Important Notice
1. One form can do both fund switching and re-direction request.
2. Client can also send online request through their internet account of FWD.
3. The fund will be switched out based on the next day's (T+1) unit price.
Option 1: Direct instruction by CLIENT (Client > FWD)
Checklist
1. Investment-Linked Policy Services Request Form ([I1]) (updated: 12 Aug 2020)
2. Risk Profile Questionnaire-(Page 7-10) Financial Needs and Investor Profile Analysis Form ([F1]) (If necessary) (Updated: 5 Aug 2021)
Submission Channel
| [email protected] | |
| Fax | 22907022 |
| FWD Customer Online Service | www.fwd.com.hk and select "Access Your Account - Life Insurance > Login" |
Remarks:
1) For online platform, client is required to register the service first.
2) Daily cut off time: HK 4:00 p.m.
Option 2: Client’s instruction via OnePlatform (Client > OnePlatform> FWD)
Checklist
1. Investment-Linked Policy Services Request Form ([I1]) (updated: 12 Aug 2020)
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy
4. Risk Profile Questionnaire-(Page 7-10) Financial Needs and Investor Profile Analysis Form ([F1]) (If necessary)
FWD Customer Hotline：31233123