All policies issued on or before 31 Aug 2000 are "Trust Policy". Client should submit Form T5 (if no existing trustee) or Form D1 to remove/ appoint trustee and Form D2(for revocable beneficiary) or Form D3 (for irrevocable beneficiary) to change/ appoint beneficiary.
Policies issued on or after 01 Sep 2000 are "Direct Name Beneficiary Policy". Clients only need to submit Beneficiary Appointment Form to appoint beneficiary. If clients would like to appoint trustee for these policies, please arrange with lawyer on their owns.
Yes, you can appoint anyone to be the trustee and beneficiary once the policy is in force.
Yes. Please submit Assignment Form for our handling.
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