Administration Forms

This page lists the servicing activity available to you as a Contract holder.

Life Account Archive - Administration Forms
(South African Investors)
  Contract Actions/ Options Actions & Form(s) required
1. Appointing new Nominated Beneficiaries after the start of your Contract Completion of: Beneficiary nomination form - individuals
Beneficiary nomination form - trusts or charities
2. Assignments & Cessions Completion of either: Deed of Assignment form OR Notification of Assignment as Collateral
Security ("Security cession") form
3. Changing the investment choices you have made Completion of: Fund Switching form or Redirection of Recurring Contributions form
4. Requesting a duplicate contract if the original has been mislaid Completion of: Declaration of Loss & Indemnity form
5. Requesting either a complete or partial encashment of your contract Completion of: Form of Discharge, Encashment or Partial
Encashment form
6. Change, add or remove lives assured from the contract Completion of: Change of Lives Assured form

**Life Account 2 was launched in November 2009. The details above relate to contracts taken out prior to this date.

The content of this site is not for the use of Hong Kong investors, however it does provide you (Hong Kong investors) with a secure customer login.