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*CHG ILP* Investment-Linked Alteration Form CUSTOMER KNOWLEDGE ASSESSMENT Client s Name ERIC/Passport No. Contact Details (H) (HP) Policy Number (O) Email Address Note : If you are transacting in

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What is investment-linked alteration form?

The investment-linked alteration form is a document used to make changes to an existing investment-linked insurance policy.

Who is required to file investment-linked alteration form?

Policyholders who wish to modify their investment-linked insurance policy are required to file the investment-linked alteration form.

How to fill out investment-linked alteration form?

To fill out the investment-linked alteration form, the policyholder must provide their personal details, policy information, and the specific changes they want to make to their investment-linked insurance policy.

What is the purpose of investment-linked alteration form?

The purpose of the investment-linked alteration form is to allow policyholders to make changes to their investment-linked insurance policy, such as adjusting the investment allocation or adding or removing riders.

What information must be reported on investment-linked alteration form?

The investment-linked alteration form typically requires policyholders to report their personal details, policy number, investment preferences, and the specific changes they want to make to their policy.

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