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INVESTMENTLINKED PLANS: APPLICATION FORM FOR AMENDMENT PELAN BERKAITPELABURAN: PERMOHONAN UNTUK PINDAAN (PSF06A) Certificate No. No. SijilNew NRIC No. No. KP Baru Old NRIC/BC/Passport No. No. KP Lama/Sijil
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How to fill out investment-linked plan application form
How to fill out investment-linked plan application form
01
Read the instructions provided with the application form.
02
Begin by filling out your personal information, such as name, address, and contact details.
03
Provide your date of birth and identification information as required.
04
Select the type of investment-linked plan you are interested in.
05
Fill in your financial information, including income, expenses, and any existing investments.
06
Indicate your investment goals and risk tolerance.
07
Review the information for accuracy and completeness.
08
Sign and date the application form.
09
Submit the completed form along with any required documentation.
Who needs investment-linked plan application form?
01
Individuals looking to invest their savings in an investment-linked insurance plan.
02
People seeking a combination of insurance coverage and investment growth.
03
Those planning for long-term financial goals, such as retirement or children's education.
04
Investors who want flexibility in choosing investment funds.
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What is investment-linked plan application form?
The investment-linked plan application form is a document used by individuals to enroll in a policy that combines insurance coverage with investment opportunities, allowing policyholders to invest their premiums in various financial instruments.
Who is required to file investment-linked plan application form?
Individuals intending to purchase an investment-linked insurance policy must file the investment-linked plan application form.
How to fill out investment-linked plan application form?
To fill out the investment-linked plan application form, provide personal information such as name, address, date of birth, and financial details, as well as select the desired investment options and coverage amounts.
What is the purpose of investment-linked plan application form?
The purpose of the investment-linked plan application form is to collect necessary information from applicants to assess their eligibility for the investment-linked insurance plan and to customize the policy according to their financial goals.
What information must be reported on investment-linked plan application form?
The information that must be reported includes personal identification details, financial situation, investment preferences, and details of any existing insurance policies.
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