Why switch the existing investment choice of your life policy via myPrudential?

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How to switch the existing investment choice of your life policy?

You can log in to myPrudential, and complete the following steps:

Step 1: Select “Switch Existing Investment Choice”

1. Click the menu button in the top right corner and select “Investment”

2. Click “Switch Existing Investment Choice”

Step 2: Select the investment-linked life policy to switch

Click the investment-linked life policy to switch the investment choice

Step 3: Review the important notes

1. Understand the important notes on investment choices, then click “Confirm”

2. If the system does not have a record of your risk profile record, a pop-up notice will appear recommending you contact your financial consultant or customer service department to update the record first

Step 4: Review the important notes of switching existing investment choice

After reading the important notes of switch existing investment choice, click “Next”

Step 5: Select the investment choices to switch and input corresponding unit / percentage

1. Select the investment choices to switch out and the corresponding unit / percentage

2. Select the investment choices to switch in

3. Click “Select Investment Choice” to search using specific search criteria

4. Select investment choices 

5. If your selected investment choices do not match with your current risk profile record, the system will prompt you. You can re-select other options, or click “Yes” to confirm selection

Step 6: Confirm the reminder notification method and agree to the “Personal Information Collection Statements”

1. Select the notification method for investment choice switches

2. After agreeing to the “Personal Information Collection Statements”, click “Next”

Step 7: Verify the information

1. Verify the information

2. Click “Confirm and send OTP”

Step 8: One-time passcode (OTP) verification

The one-time passcode will be sent via SMS. After entering the code, click “Submit”

Step 9: Request has been successfully submitted

Submission confirmation