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Auto re-balance your portfolio

Apply to auto-rebalance your portfolio for your investment-linked policy.

DOWNLOAD FUND SWITCH / PREMIUM REDIRECTION / AUTO-REBALANCING FORM


Instructions

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 wish to apply for auto-rebalancing of your portfolio, please complete the Fund Switch / Premium Redirection / Auto-Rebalancing Form.

What you need to provide

1. Completed Fund Switch / Premium Redirection / Auto-Rebalancing Form

FAQ

Who will need to sign the form to activate the change? 
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.


 

Perform a fund switch

Apply to switch units between funds for your investment-linked policy.

DETAILS


 

Perform redirection of premiums

Apply to redirect your future premiums for your investment-linked policy.

DETAILS


 

Other services that we offer

We are always here to help in whatever way we can.

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