Important Notice
Remark: Submission of Aviva’s Global Savings Account (GSA) top-up still be accepted until further notice.
1. All the form details must be filled in ENGLISH.
2. Unless specified, the future fund allocation will remain unchanged.
3. The minimum Lump Sum Top Up amount: GSA - HKD25,000.00 / GIA HKD30,000.00.
Checklist
(OnePlatform Internal Document and Principal Document are required to be submitted)
OnePlatform Internal Document
1. Client Data Form
2. Client Agreement (CA form)
3. Financial Needs Analysis Form
Principal Document
| 1 | Request for Fund Transaction Application ([R3]) | |
| 2 | Client's certified ID copy | It is optional if HKID submitted before |
| 3. | Important Facts Statement and Applicant's Declarations Investment-Linked Assurance Scheme ("ILAS") Policy | Global Investment Account (Single top-up premium) [I5] [CHI] [sample] OR [ENG] [sample]
Global Savings Account (Regular top-up premium) [I6] [CHI] [sample] OR [ENG] [sample] Global Savings Account (Single TOP UP Premium) [I7] [CHI] [sample] OR [ENG] [sample] |
| 4. | Payment Methods | For regular saving plan, NO need to fill DDA / Credit Card authorization again |
| 5. | Risk Profile Questionnaire ([R9]) | |
| 6. | Financial Needs Analysis Form ([F2]) | |
| 7. | Self-Certification Form (Individual) ([S7]) |
Blue Customer Hotline: 35509600 / 35509828/ 35509888