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Valuations

If you would like a valuation, please contact your financial adviser or email us using one of the following addresses. Valuations provided annually under the policy terms are free of charge. A charge may apply for additional valuations.

For Hong Kong and Far East customers
hk.valuations@clericalmedical.com

For Middle East customers
IOM.Policyadministration1@clericalmedical.com

Forms

Please let us know if your details have changed, or if you would like to make changes to your plan.

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Document 
Change of address form HE050
Fund switch form HE051
Regular withdrawal facility form HE077
Nomination of beneficiaries form HE049

If you would like any information about trusts or tax planning, please contact your financial adviser.

 
   

Please see our legal statement.
Issued by CMI Insurance Company Limited. Clerical Medical House, Victoria Road, Douglas. Isle of Man IM99 1LT, British Isles
Registered No. 33520 Isle of Man. Telephone: +44 (0)1624 638888. Fax: +44 (0)1624 677020.
Hong Kong representative: CMI Financial Management Services Limited, Unit 2408, 9 Queen's Road, Central, Hong Kong.
Telephone: +852 2956 1288. Fax: +852 2956 2302
The above companies are part of the HBOS Group. This website is intended for Clerical Medical customers in Hong Kong and the Middle East only.