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Information for existing planholders
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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.
| 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. |
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