13.07.2015 Views

AIA Singapore - Surrender Withdrawal ILP form

AIA Singapore - Surrender Withdrawal ILP form

AIA Singapore - Surrender Withdrawal ILP form

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

B. Policy Owner/ Trustee/ Assignee's AcknowledgementWere you advised by a <strong>AIA</strong> Financial Services Consultant (FSC)/lnsurance Representative (IR) to withdraw this policy? Yes (If "yes", FSC/IR to complete Section C "FSC's/IR’s ACKNOWLEDGEMENT".) NoI have read and understood the above statements. I am aware that should I wish to buy a similar policy in future I may incuradditional charges and I may not be able to secure similar terms and conditions.C. FSC/Insurance Representative’s AcknowledgementI have explained to the above Policy Owner/Trustee/Assignee the alternative options available and the implications of earlywithdrawal of this investment-linked policy. I have recommended the withdrawal of this policy for the following reasons:Signature of FSC/Insurance RepresentativeDateFSC/IR’s Name FSC/IR’s Code FSC/IR Unit Name Mobile No.D. Full <strong>Surrender</strong> Request (Full <strong>Withdrawal</strong>)I/We hereby request for full surrender of the aforesaid policy. I/We understand and agree that the surrender value of theunits will be determined in accordance with the Provisions as stated in the Policy Contract.Please tick one of the boxes below:I/We hereby return the original policy contract for cancellation.I/We hereby declare that the original policy contract have been lost/misplaced and cannot be found and I/we request<strong>AIA</strong> <strong>Singapore</strong> to pay the amounts due under the policy without the physical surrender of the original policy contract.I/We will not hold <strong>AIA</strong> <strong>Singapore</strong> liable and shall jointly and severally indemnify, defend and hold harmless <strong>AIA</strong><strong>Singapore</strong> from and against any and all liabilities, losses, demands, claims, costs and expenses arising out of or inconnection with the said policy that <strong>AIA</strong> <strong>Singapore</strong> may incur by paying the amounts due under the policy withoutreceiving the original policy contract.E. Partial <strong>Withdrawal</strong> RequestI/We hereby request for partial withdrawal of my investment unit holdings of the aforesaid policy as indicated below:No of Units To Be WithdrawnName of Fund / PortfolioPage 2 of 3


F. Regular <strong>Withdrawal</strong> RequestI/We hereby request for regular withdrawal of my investment unit holdings of the aforesaid policy as indicated below:Amount of Regular <strong>Withdrawal</strong>:(minimum S$1,000)Number of <strong>Withdrawal</strong>(s):Commencing From: Age: Policy year:Frequency of <strong>Withdrawal</strong>: Monthly Quarterly Semi-Annually AnnuallyDeclaration and Authorisation1. I/We have read and understood Section A. I/We confirm the withdrawal request as stated in Section B/C/D for my policy.2. I/We confirm that, this policy has not been assigned, except as indicated below by the signature of the assignee, if any, nor have any proceedings in bankruptcybeen instituted by or against me/us.3. I understand and agree that the full/partial surrender value of the cancelled units will be determined in accordance with the Provisions as stated in the PolicyContract.4. I/We understand and agree that for <strong>ILP</strong> purchased using CPF funds, the amount withdrawn/surrendered will be paid into the policy owner's CPF-IS or CPF SpecialAccount.5. I/We understand and agree that the Contracts (Rights of Third Parties) Act (Cap. 53B) and any subsequent changes or replacement of its provisions shall not applyto my policy.6. I/We hereby authorise, agree and consent to the Company to use and/or disclose any in<strong>form</strong>ation collected and/or held (whether contained in this application orotherwise obtained) to enable the Company, its associated individuals/organisations and/or independent third parties, within or outside <strong>Singapore</strong>, with regard to anymatters pertaining to the Application/Policy and/or any other policies that l/we currently may have with the Company, including but not limited to, processing of thisApplication, and/or providing subsequent services to me/us and/or providing advice and/or in<strong>form</strong>ation concerning products and/or services which the Companybelieves may be of interest to me/us and/or communicating with me/us for any purpose. I/We hereby specifically waive any right to bring a claim of any natureagainst the Company, its associated individuals/organisations and/or independent third parties, within or outside <strong>Singapore</strong>, in respect of any above-mentioneddisclosure and/or any disclosure in the nature described above. This authorisation shall bind my successors and assignees, and remains valid, notwithstandingdeath, irrespective of whether or not my/our Application is accepted by the Company. A photocopy of this authorisation shall be effective and valid as the original.Please note that if you plan to reinvest part or all of the withdrawn amount into the same or another fund, you should consider using the "FundSwitch" option in your current policy. This enables you to invest into the new fund at minimal or no charge. Otherwise your new investment willbe subjected to the full sales charge of around 5% and, for investment of less than S$10,000, other charges may also apply.Signature of Policy Owner/Trustee/AssigneeSignature of Trustee/AssigneeDateDate<strong>AIA</strong> <strong>Singapore</strong> Private Limited (Reg No. 201106386R)<strong>AIA</strong> Customer Service Centre, 1 Finlayson Green, <strong>Singapore</strong> 049246Monday to Friday: 8.45am – 5.30pm<strong>AIA</strong> Customer Care Hotline: 1800 248 8000 <strong>AIA</strong>.COM.SGPage 3 of 3

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!