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Perform a redirection of premium

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

DOWNLOAD FUND SWITCH / PREMIUM REDIRECTION / AUTO-REBALANCING FORM

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Instructions

For a regular-premium investment-linked plan, you may choose to redirect your future premiums to your choice of funds based on a percentage allocation decided by you. 

Please refer to List of Available Funds for the funds available for your policy. 

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 proceed with the fund switch, 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 request for premium redirection? 
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


 

Auto-rebalance your portfolio

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

DETAILS


 

Other services that we offer

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

Temporarily Closure Notice

The health and well-being of our customers and staff are of paramount importance to us. In line with the latest round of government advisory and measures to reduce the possibility of COVID-19 transmission, our Client Service Centre will be temporarily closed to all walk-in customers from 6 April until further notice.


If you require assistance,

  • Please login to our customer portal to retrieve your policy information or perform online transactions like A&H claims, Fund Switch, Update of Particulars and Document preference.
  • For enquiries, you can call us at +65 6833 8188 from 9:00 am – 6:00 pm (Mon – Fri, excluding public holidays) or submit it through our Contact Us form.



With these extra precautionary measures, we seek your understanding that some of our services and transactions may take longer than usual during this period, except for Investment-Linked Policies which are not affected.


We remain committed to serving you and thank you for your understanding.

View More
Temporarily Closure Notice

The health and well-being of our customers and staff are of paramount importance to us. In line with the latest round of government advisory and measures to reduce the possibility of COVID-19 transmission, our Client Service Centre will be temporarily closed to all walk-in customers from 6 April until further notice.


If you require assistance,

  • Please login to our customer portal to retrieve your policy information or perform online transactions like A&H claims, Fund Switch, Update of Particulars and Document preference.
  • For enquiries, you can call us at +65 6833 8188 from 9:00 am – 6:00 pm (Mon – Fri, excluding public holidays) or submit it through our Contact Us form.



With these extra precautionary measures, we seek your understanding that some of our services and transactions may take longer than usual during this period, except for Investment-Linked Policies which are not affected.


We remain committed to serving you and thank you for your understanding.

View More
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