At Your Service
|Forms and Guidelines||Information|
|● Application - Amendment Form||
Change of details (contact details, plan details , asset choices, cancellation, etc.) of Application before issuance.
|● Application - Signature Page for Deed||
For Applicant(s) to sign and to be submitted to complete the Application.
|● Payment Application - Credit Card Authorisation Form||
To apply for payment of first contribution via credit card. (For SapphirePRO Only)
|● Payment Application - Interbank Giro Form||
To apply for payment of regular contributions via Giro. (For SapphirePRO Only)
|● Service Request - Additional Regular / Single / Top-Up Contribution Form||
To request for increase in contribution(s).
|● Service Request - Amendments to Contingent Investment Adviser, Beneficiaries or Letter of Wishes Form||
Service Request - Amendments to Contingent Investment Adviser, Beneficiaries or Letter of Wishes Form
|● Service Request - Asset Switching and Redirection Form||
To request for asset switch or change in asset allocation.
|● Service Request - Cancellation Form (During Cooling off Period)||
To request for cancellation of plan during cooling off period (within 14 calendar days after the Trust Plan Issue Date).
|● Service Request - Change of Personal Information Form||
To request for change of personal details (contact details, personal particular, signature and PEP Status) and including personal data use statement and servicing adviser).
|● Service Request - Insurance Policy Assignment Request Form||
To request for assignment of insurance policy into the plan.
|● Service Request - Plan Alteration Form (For existing Plan use)||
To request for change of payment method, contribution frequency/amount, reinstatement, settlement of outstanding contribution, etc.
|● Service Request - Withdrawal / Encashment Request Form||
To request for withdrawal / encashment from plan.
|● Guideline - Payment Method||
Guide on how payment of contribution(s) can be made via Giro , Cheque, Credit Card , Telegraphic Transfer and PayNow.
|● Guideline - Supporting Documents for Large Amount Contribution||
Guide on the necessary documents needed for application involving large contribution amount. (Large Amount is defined as regular contribution amount > S$50,000 per annum or one lump sum contribution >S$500,000).
|● Guideline - Supporting Documents Required Under Specified Events||
Guide on the necessary documents to be submitted in the events of deceased or incapacitation the settlor(s) and/or beneficiaries.
|● Others - Business Reply Envelope||
To be used as a prepaid envelope for documents to be mailed to Metis SG.
|● Common Reporting Standard - CRS Self Certification Form (Individual)||
For individual to submit any changes in tax and residency status to Metis SG.