Top up your investment-linked policy with a lump sum investment.
We encourage you to evaluate your risk tolerance, investment goals and investment time horizon before making an investment decision. Please get in touch with your Representative, who can help you to review the suitability of your investment and assist with any questions you may have on the Customer Knowledge Assessment (CKA).
If you decide to proceed with the investment, please complete the and submit it to us with the necessary document(s) requested.
*For Single Premium Top Up application, your Representative will assist you in the submission of additional requirements.
Who will need to sign the form to request for top up?
For non-trust policies, the Assignee or Policyowner must sign the form.
For a Trust policy under S49L, either of the following parties must sign the form:
• Policyowner and any one Trustee (excluding the Policyowner), or
• All Beneficiaries (each Beneficiary must be at least 18 years old)
For a Trust policy under S73, the Policyowner and all Trustees must sign on the form.