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Personal Investment Management Service ApplicationContents Section 1Policy basis In this section, tell us if you require the life assurance or capital redemption basis2Section 2Your policy requirements
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How to fill out your policy requirements

01
Start by thoroughly reading your policy requirements to understand what is expected.
02
Take note of any specific information or documentation that is required.
03
Gather the necessary documents or information mentioned in the requirements.
04
Fill out any forms or paperwork provided by your insurance company.
05
Double-check all the information you have provided to ensure accuracy.
06
Submit the completed policy requirements to your insurance company as instructed.
07
Keep a copy of the filled-out requirements for your records.

Who needs your policy requirements?

01
Anyone who has taken out an insurance policy needs to fulfill the policy requirements.
02
Policyholders who want to remain compliant with their insurance agreement must meet the policy requirements.
03
Insurance companies may also require policy requirements from new applicants or during policy renewals.
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