Important Notice
1. Client may place fund switching/redirection order via e-Service or by paper form by completing the Investment Choice Change Form and signed by the policy owner(s)/assignee(s).
2. Please read the Heng An Standard Life fund switching schedule for your reference.
3. Fund switching/redirection can be placed on individual account basis or to all accounts
4. Switch-out by Percentage or by units in whole number - please clearly indicated on the form.
5. Switch-in by percentage only, all funds must add up to 100%
6. For redirection, all funds must add up to 100%, minimum of 10% for each fund
7. Fund redirection applicable for regular contribution plan only
8. Fund switching will NOT be processed if the selected investment choice (s) is/are relating to another processing instruction.
9. Switching between currency Cash Accounts is not permitted (For Harvest Supreme, Harvest Wealth and Aspire only)
10. You may refer to "IA Guidelines" for more information of GL26,27,29,30
Option 1: Direct instruction by CLIENT (Client > Heng An Standard Life)
Checklist
1. Investment Choice Change Form (please kindly refer to Form [I1])
2. Risk Profile Questionnaire [R1] (If necessary, please submit eRPQ,refer to Page 19 of "IA Guidelines" ) (Updated: 07 Dec 2021)
Submission Channel
| [email protected]
(Updated: 03 Nov 2020) |
|
| Fax | +852 2169 0680 / 3585 1180 |
| Heng An Standard Life online | https://www.hengansl.com.hk |
Remarks:
1. For Email, client has to indicate "Fund switching/redirection" on the email subject line
2. For online platform, client is required to register the service first.
3. Daily cut off time: HK 3:00 p.m.
Option 2: Client’s instruction via OnePlatform (Client > OnePlatform> Heng An Standard Life)
Checklist
1. Investment Choice Change Form (please kindly refer to Form [I1])
- Please write the fund code clearly
- For joined named policy, both policy owners MUST be signed on Fund Switching Form
- For fund choices applicable to each particular plan, please refer to Heng An Standard Life website
> Fund Option – applicable for Harvest 101 and WAM
> Fund Option Plus – applicable for Harvest Supreme, Harvest Wealth and Aspire
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy
4. Risk Profile Questionnaire [R1] (If necessary)
Processing time for Fund Switching
| Business Day | Process |
| Day 1 | Heng An Standard Life receives request form SOD before 12:00 pm (drop box) or 2:00 pm (counter service) |
| Day 2 | Process the redemption from the fund house |
| Day 3 | Confirm the redemption by using the unit price of day 2 |
| Day 4 | Place order for subscription |
| Day 5 | Confirm the subscription by using the unit price of day 4 |
| Day 6 | Prepare confirmation to client and information updated in website |
Heng An Standard Life Customer Hotline: 21690300