Change allocation for future investment / premium

Step 1: Select the way you would like to allocate your investment choice / fund

Step 2: Select an investment choice / fund you would like to subscribe

Step 3: Input the Allocation Amount / Percentage next to the selected investment choice / fund, and click the “SUBMIT” button to proceed

• Allocation Amount should be maximum 2 decimal places
• Allocation Percentage should be a whole number
• To make multiple allocations, click the “ADD ROW” button and repeat Steps 2 – 3. If it is not applicable, go to the next step.

Step 4: Verify the details and click the “CONFIRM” button to complete your instruction

Step 5: After your submission is completed, a reference number will be assigned and displayed on the screen. You can also go to “Portfolio > Policy / account activity summary” to view your instruction record.