Important Notice
1. All the form details must be filled in ENGLISH.
2. First 12 switches of the policy anniversary year are free, subsequent switches 1% of value of units to be switched subject to minimum charge (£30/US$50/HK$360/JPY5100/EUR50) (Updated: 12 Oct 2011)
Option 1: Direct instruction by CLIENT (Client > RL360)
Checklist
- Fund Switch Request Form ([F1])
Submission Channel
| mailto:[email protected] | |
| RL360 Online | http://www.rl360.com/ and select "ONLINE SERVICES" |
Remarks:
1) 1) For online platform, client is required to register the service first.
2) Daily cut off time:
- HK 5:00 p.m.
Option 2: Client’s instruction via OnePlatform(Client > OnePlatform> RL360)
Checklist
1. Fund Switch Request Form ([F1])
2. CS eform
3. Declaration for Fund Switching and Redirection Instructions ILAS Policy
Processing time for Fund Switching
| Business Day | Process |
| Day 1 | RL360 receives request form SOD before 12:00 pm (drop box) or 2:00 pm (counter service) |
| Day 2 | Place sell and buy order |
| Day 3 | Confirm unit and price of the whole transaction |