At Your Service

Change of details (contact details, plan details , asset choices, cancellation, etc.) of Application before issuance.

For Applicant(s) to sign and to be submitted to complete the Application.

To apply for payment of first contribution via credit card. (For SapphirePRO Only)

To apply for payment of regular contributions via Giro. (For SapphirePRO Only)

To request for increase in contribution(s).

Service Request - Amendments to Contingent Investment Adviser, Beneficiaries or Letter of Wishes Form

To request for asset switch or change in asset allocation.

To request for cancellation of plan during cooling off period (within 14 calendar days after the Trust Plan Issue Date).

To request for change of personal details (contact details, personal particular, signature and PEP Status) and including personal data use statement and servicing adviser).

To request for assignment of insurance policy into the plan.

To request for change of payment method, contribution frequency/amount, reinstatement, settlement of outstanding contribution, etc.

To request for withdrawal / encashment from plan.

Guide on how payment of contribution(s) can be made via Giro , Cheque, Credit Card , Telegraphic Transfer and PayNow.

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).

Guide on the necessary documents to be submitted in the events of deceased or incapacitation the settlor(s) and/or beneficiaries.

To be used as a prepaid envelope for documents to be mailed to Metis SG.