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Request For Change

In Policy Form

Please tick appropriate box(es) for request □ New Request □ Reply

Policy Number: Full Name of Insured: * Full Name of Policyowner:

In compliance with the Anti-Money Laundering and Counter-Terrorist Financing (Financial Institutions) Ordinance and the Guideline on Anti-Money Laundering and Counter-Terrorist Financing which is issued by the Office of the Commissioner of Insurance as amended from time to time and to comply with industry guidelines, Chubb Life Insurance Company Ltd. is required to review customer identity information to ensure they are up-to-date and relevant. You are required to complete the relevant section(s) below if (i) there is any change of customer identity information provided in the original policy application, any subsequent change of policyowner identity information you made previously, or you have become an US citizen or resident in US for tax purpose; or (ii) you wish to provide Chubb Life Insurance Company Ltd. your US-related status (e.g. place of birth, citizenship and residency). By completing this form, you may also be required to provide the identity information and original identification documents proof, and if necessary, the appropriate US tax form(s) for identification, verifica-tion and further assessment.

1. Change of Personal Information □ Insured

□ Policyowner

(Please give documentary proof for Insured/Policyowner e.g. copy of HKID card, birth certification, passport) The information will be updated for ALL policy(ies).

Are you a citizen of the United States of America (“US”) or a resident in the US for tax purposes? □ Yes 1 □ No

Name Sex

ID/Birth Cert/BR No./Passport No. Nationality1

Date of Birth Place of Birth2

New Signature

(applicable to above mentioned Policy only)

Citizenship1 Residency1

Occupation (Title & Industry) Occupation Change Date

Job Duties Occupation Class

Employer’s Name and Address

Office Tel. No. Country

2. Change of Address2 Correspondence Address (Please select the following for the

correspondence address) □ Residential Address □ Permanent Address □ Workplace Address

□ a) For the above mentioned policy ONLY

□ b) For the above mentioned policy and include the following policy number(s) Policy Nos. __________________________________________________________________________________________

The address will be updated for ALL policy(ies) under the policyowner if not specified in the box (a) or (b)

□ Residential Address

Please submit residential address proof

Room/Flat Floor Block

Building /Estate No. and Name of Street/Road

District HK / KLN / NT*

Province / Country Postal Code

□ Permanent Address

If different from the above residential address, please complete below section

Room/Flat Floor Block

Building /Estate No. and Name of Street/Road

District HK / KLN / NT*

Province / Country Postal Code

Agent's/Intermediary's Name

Agent's/Intermediary's contact phone no. Agent's/Intermediary's code

Agency

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3. Change of Telephone number2

and E-Mail Home□ Hong Kong □ US □ China □ Other Country Name Telephone no.

Workplace

□ Hong Kong □ US □ China □ Other Country Name

Telephone no. Mobile

□ Hong Kong □ US □ China □ Other Country Name Telephone no.

E-Mail Remarks:

1 If you confirm that you are an US citizen or a resident in the US for tax purpose in question 1 or your citizenship, residency or nationality is US in question 1, please provide a signed Form W-9 “Request for Taxpayer Identification Number and Certification” (“Form W-9”).

2 If you confirm that your place of birth, address or telephone number is in US, please provide (1) a signed Form W-8BEN “Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)”; (2) a valid government issued identification document evidencing the non-US citizenship; and (3) a copy of Certificate of Loss of Nationality of the Unites States or a valid government issued certificate of residence evidencing non-US residency.

4. □ Change of Payment Frequency □ Change of Debit Date

New Frequency □ Annual □ Semi-Annual □ Quarterly □ Monthly

Debit Date □ 3rd □ 18th

5. □ Change of Sum Insured / Rider • Please Complete “Statement of

Insurability” for Addition of Sum Insured / Rider

• Rider deletion or sum insured reduction are not allowed for back-dating; and

• If the effective month is not specified, the company will take the effective date from the next premium due date.

Effective Month / mm yyyy Basic Plan/Rider ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ New Addition □ Deletion □ Increase □ Reduce □

New Sum Insured / Class _____________________________________ _____________________________________ _____________________________________ _____________________________________ _____________________________________ Financial Needs Analysis Declaration:

For increase of sum insured of basic plan and/or rider, new addition of rider, upgrade of benefit (e.g. Hospital and Surgical Benefit upgrade) with Financial Needs Analysis (FNA) done before, please complete the below section with a tick against each declaration:

□ I declare that Financial Needs Analysis has been completed within 1 year for the policy number________________________________with the FNA Form signing on________________________________with a copy of the FNA Form attached.

□ I declare that there are no substantial changes in my circumstances, no mismatch in needs, risks tolerance level and affordability to the attached application since the date when the above mentioned Financial Needs Analysis was completed.

6. □ Option to Purchase Paid-up Addition (OPP)

Effective Month / mm yyyy

□ OPP Deposit: □ Addition □ Deletion □ Increase □ Reduce New Amount HK$/US$__________________ M/ Q/ SA (No insurance coverage is provided by OPP deposit until purchase of OPP additions upon next policy anniversary.)

□ Premium Amount HK$/US$________________________________(Please complete “Statement of Insurability” if OPP rider is lapsed.)

7. □ Change of Dividend Option □ Cash □ Paid-Up Addition □ Dividend Accumulation □ Premium Reduction (for Annual mode only) 8. □ Change of Options upon Lapse □ Reduced Paid Up (RPU) □ Extended Term Insurance (ETI) □ Automatic Premium Loan (APL) 9. □ Change of Policy Status

• Not allowed for back-dating and will take effective date from the next premium due date.

□ Extended Term Insurance □ Reduced Paid-Up Insurance

• Change in policy status is permanent and cannot be reversed. Attachable rider(s), (if any), will be terminated from the effective date and no more premium is required under this policy.

* Please delete inappropriate

□ Workplace Address

Room/Flat Floor Block

Building /Estate No. and Name of Street/Road

District HK / KLN / NT*

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FATCA Declaration and Authorization

By signing this Form, I/We, the Owner undersigned declare that I understand and agree

that:-(1) Chubb Life Insurance Company Ltd. (the “Company”) is obliged to comply with the laws, regulations or orders (the “Requirements”) of local and/or foreign regulatory, tax, legislative, or judicial authorities, including but not limited to, the Inland Revenue Department of Hong Kong and the Internal Revenue Service of the United States of America (the “Authorities” and each an “Authority”) as promulgated and amended from time to time;

(2) From time to time during the term of the Policy, the Company

will:-(i) request the owner, the beneficiary, the successor owner and/or the beneficial owner of the Policy to provide his/her personal data, information and supporting documents and to complete additional forms; and

(ii) to comply with the Requirements, report and/or disclose to the applicable Authorities information regarding the owner, the beneficiary, the successor owner and/or the beneficial owner of the Policy, Policy information and/or additional information

(collectively the “Information”) including, but not limited to, the Internal Revenue Service of the United States and the Inland Revenue Department of Hong Kong.

(3) I will immediately update the Company if any change of the Information and complete additional forms and provide additional information and documents at the Company request in support of the change;

(4) Where there is a change in the owner, the beneficiary, the successor owner and/or the beneficial owner of the Policy, I will immediately provide to the Company the information and supporting documentation for the new owner, beneficiary, successor owner and/or beneficial owner;

(5) I consent to the Company’s deducting and withholding the tax as required to withhold under the Requirements from payments made to or from the Policy account and remitting this to the Internal Revenue Service of the United States of America (“IRS”) to comply with the Requirements; and

(6) Where I have an obligation under the Policy with respect to information relating to the beneficiary, successor owner and/or beneficial owner, I will use my best endeavours to procure that they will comply with that obligation with regard to their information including providing to the Company directly that information and supporting documentation and giving the Company their consent to the disclosure and transfer of that information and supporting documentation to the Authorities and deducting and withholding the tax as required to withhold under the Requirements and remitting this to the IRS. I further agree that the Company may contact the beneficiary, successor owner and/or beneficial owner directly for these purposes.

Declaration: I/WE HEREBY DECLARE AND AGREE THAT:

1. The above request for policy change or services will not take effect unless the following conditions are met: (i) Any required payment and documents are submitted in full. (ii) The request is approved by Chubb Life Insurance Company Ltd. (hereinafter called “the Company”) during the lifetime and continued insurability of the Insured. 2. This request and evidence of insurability of the Insured if required by the Company shall be the basis for change in the Policy and will form part of the Policy unless otherwise specified. 3. All statements and answers to all questions whether or not written by my/our own hands are to the best of my/our knowledge and belief complete and true. 4. Any personal data collected or held by the Company (whether contained in this application or otherwise), is provided and may be used, stored, disclosed, transferred (whether within or outside Hong Kong) by the Company to its affiliated companies, reinsurers and claims investigation company, industry association/federation, any members of the federation by the federation or any individuals/organizations associated with the Company to (i) process this application and claims; (ii) provide all services related to this application, administer the Policy and promote other financial products and services, perform direct marketing, and data matching, and communicate with me/us for such purposes; and (iii) enable the federation to carry out its regulatory functions or such other functions that may be assigned to the federation from time to time and are reasonably required in the interest of the insurance industry or any member(s) of the federation. I/We understand that failure to supply required information may result in the Company being unable to process this application. Moreover, the Company is hereby authorized to obtain access to and/or to verify any of my/our data with the information collected by the federation from the insurance industry. I/We understand that I/we have the right to obtain access to and to request correction of any personal information held by the Company or be given reasons for any refusal of access. I/We also understand that a reasonable fee may be charged by the Company for process of any access and any questions regarding personal data or access to personal data should be forwarded to the Company at 33/F, Windsor House, 311 Gloucester Road, Causeway Bay, Hong Kong or at the then registered office of the Company.

10. □ Change of Currency □ HK$ □ US$

(The loan interest rate will be adjusted in accordance to the new currency 11. □ Reissue Policy Document □ Lost Policy

Memorandum □ Duplicate Policy (Please submit HK$195 or US$25 for Administration Fee.) 12. □ Others (Please state in details)

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PERSONAL INFORMATION FOR DIRECT MARKETING PURPOSES STATEMENT AND CONSENT Chubb Life Insurance Company Ltd. (the “Company”) intends to use your name, contact details, and policy details (the “Personal Data”) for direct marketing of insurance-related products/services of the Company and the Group Companies, and mandatory provident fund-related products/services sponsored by the third party scheme providers connected with the Company. The Company may transfer your Personal Data to the Group Companies for the purpose of providing you with promotional communications and materials in relation to our/their products/services. However, we cannot so use your Personal Data without your consent. Please sign at the end of this statement to indicate your agreement to such use. Should you find such use of your Personal Data not acceptable, please indicate your objection before signing by ticking the box below. Should you require to access to or make correction of Personal Data or cease the prescribed use of it, you may make the request in writing and send to The Data Protection Officer of Life Administration of Chubb Life Insurance Company Ltd. at 33/F, Windsor House, 311 Gloucester Road, Causeway Bay, Hong Kong.

□ I/We object to the proposed use of my/our personal data in direct marketing of the Company.

□ I/We object to your provision of my/our personal data to the Group Companies for the proposed use in direct marketing of the Group Companies.

__________________________________________________________ Signature of Policyowner

Letter / Endorsement will be delivered to Policyowner :

□ by Mail □ by Agent I / we hereby instruct the Company to deliver the Confirmation Letter / Endorsement for the above change requests to me/us via my/our servicing agent .

Signed by Policyowner :__________________________________________________

Name of Witness / Agent Signature must be consistent with that in your policy record.

__________________________________________ Signature of Witness/Agent _________________________________________ dd/mm/yyyy __________________________________________ Signature of Insured _________________________________________ dd/mm/yyyy __________________________________________ Signature of Assignee _________________________________________ dd/mm/yyyy

(Only applicable if the policy has been assigned)

__________________________________________ Signature of Policyowner _________________________________________ dd/mm/yyyy

(if other than Insured)

USE OF PERSONAL INFORMATION COLLECTION STATEMENT AND CONSENT I/WE UNDERSTAND AND CONSENT THAT, by signing the application, any personal data collected or held by Chubb Life Insurance Company Ltd. (the “Company”) is provided and may be used, processed, stored, disclosed, transferred by the Company to the companies within the group of which the Company is a subsidiary (the “Group Companies”), its authorized agents, reinsurers, claims investigators, loss adjudicators, medical advisors, recovery agents, insurance industry associations and federations, credit reference bureaus, government or judicial or regulatory bodies or any person to whom the Company is under legal and/or regulatory obligation to make disclosure, and the Company’s appointed third party agents, contractors and advisors, in each case whether within or outside of Hong Kong to (i) process and evaluate this application and any future insurance application and claim I/we may make; (ii) provide all services related to this application, administer and process policy, medical and underwriting checks, payment instructions, premiums collection, data matching, and communicate with me/us for such purposes; (iii) enable the industry associations, the federations, the government or regulatory bodies to carry out the functions and requirements that may be assigned to them from time to time and are reasonably required in their interest and that of the insurance industry; and (iv) provide payment, data processing, administration, communications, computer, security and other services (including medical services, emergency assistance services, mailing and IT services) in connection with the operation of the Company and the provision of services to me/us. Moreover, the Company is hereby authorized to obtain access to and/or to verify any of my/our data with the information collected by the insurance industry associations, the federations, the government and regulatory bodies and medical personnel or organizations. I/We am/ are obliged to supply the information required from me/us under this application which is a condition precedent for me/us to apply this policy. Failure to supply the required information may result in the Company being unable to process this application. I/We understand that I/We have the right to obtain access to and to request correction of any personal data held by the Company or be given reasons for any refusal of access or correction. I/We also understand that a reasonable fee may be charged by the Company for processing of any access. Any questions regarding personal data, access to or correction of personal data should be made in writing and forwarded to The Data Protection Officer of Life Administration of Chubb Life Insurance Company Ltd. at 33/F, Windsor House, 311 Gloucester Road, Causeway Bay, Hong Kong.

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更改保單事項通知書

請於適當之空格內加上 號 □ 新申請 □ 回覆 保單編號: 受保人姓名: 保單持有人姓名: 根據打擊洗錢及恐怖分子資金籌集(金融機構)條例及保險業監理處所發出及不時修訂之「打擊洗錢及恐怖分子資金籌集指引」及為遵守保險業務 守則,安達人壽保險有限公司必須不時覆核保單持有人身份資料以確保資料反映現況及仍屬相關的。如(i)任何身份資料與投保申請表或其後提供 的有關資料有所不同或閣下已確認為有關繳稅義務之美國公民或居民;或(ii)願意提供相關美國狀況資料(例如:出生地、公民身份及居籍)予安達 人壽保險有限公司,閣下必須填寫此通知書提供有關身份資料及相關身份證明文件證明及相關美國報稅表(如適用)以作核實驗證及進一步評估。 1. 更改個人資料 □ 受保人 □ 保單持有人 (請連同受保人/保單持有人有關證明文件 一併交回。)例如:香港身份證副本、出 世紙副本、護照副本。資料將會在客戶 名下之所有保單內更新 你是否美利堅合眾國 (「美國」) 公民,或是有美國繳稅義務之美國居民? □ 是1 □ 否 姓名 性別 身份證/出世紙/商業登記證號碼/護照號碼 國藉1 出生日期 出生地2 新簽名(只供上述之保單) 公民身份1 居藉1 職業類別(職位及行業性質) 轉職日期 職責 職業類別 僱主名稱及地址 公司電話號碼 國家 2. 更改地址2 通訊地址 (請選擇以下通訊地址) □ 住宅地址 □ 永久地址 □ 工作地址 □ a) 只更改上述保單 □ b) 更改上述保單及包括下列保單編號 保單編號__________________________________________________________________________________________ 如在 (a) 或 (b) 格內無特別聲明,地址資料將適用於更改保單持有人名下之所有保單 □ 住宅地址 請提供住宅地址證明 室 樓 座 大廈/ 屋苑 街道及號數 地區 香港 / 九龍 / 新界* 省 / 國家 郵遞編號 □ 永久地址 若與以上住宅地址不同,請提供以下部份 室 樓 座 大廈/ 屋苑 街道及號數 地區 香港 / 九龍 / 新界* 省 / 國家 郵遞編號 保險代理/中介人姓名 保險代理/中介人聯絡電話 保險代理/中介人代號 組別 * 請刪去不適用者

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3. 更改電話號碼2 及電郵 住宅 □ 香港 □ 美國 □ 中國 □ 其他國家 聯絡電話 工作 □ 香港 □ 美國 □ 中國 □ 其他國家 聯絡電話 手提電話 □ 香港 □ 美國 □ 中國 □ 其他國家 聯絡電話 電郵 備註: 1 如您於第一部份確認為美國公民,或是有美國繳稅義務之美國居民;或確認您的公民身份、居藉或國藉為美國,請提交已簽署的W-9表格。惟 請注意,安達人壽保險有限公司不會提供/出售投資相連產品予已成為美國公民或是有美國繳稅義務之美國居民。如為上述情況,(i)您的申請可 能不獲接納,及在適用情況下,安達人壽保險有限公司可按公司政策作進一步行動;及(ii)您亦無需提交上述的W-9表格。雖然如此,安達人壽 保險有限公司保留權利,於日後有需要時要求您提交W-9表格。 2 如您確認您的出生地為美國,或擁有美國地址或電話號碼,請提交(1)已簽署的W-8BEN表格;(2)由政府發出的有效身份證明文件以玆證明您非 美國公民;及(3)放棄美國國藉證明書之副本或由政府發出的有效居住證明文件副本以茲證明您的居藉非為美國。 4. □ 更改繳付保費方式 □ 更改過數日期 新期數 □ 每年 □ 每半年 □ 每季 □ 每月 過數日期 □ 3號 □ 18號 5. 更改保障額/附加保障 • 如新增保障額/附加保障,請填 寫「投保資料申報書」。 • 刪除附加保障及減少保障均不接 受追溯日期;及 • 如沒有註明生效月份,有關之 申請將安排在下一個保費到期 日生效 生效日期 / 月 年 基本計劃/附加保障 ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ 新加 □ 刪除 □ 增加 □ 減少 □ 保障額改至/類別 _____________________________________ _____________________________________ _____________________________________ _____________________________________ 財務需要分析聲明: 申請基本計劃增加保障額、附加保障增加保障額、新增附加保障和/或提升保障 (例如:住院及手術保障提升)並於過去一年內填寫過財務需要分 析,請於下列各項聲明填上「 」號及提供該資料: □ 本人謹此確認於過去一年內就保單編號________________________________已完成財務需要分析及簽署日期為________________________________並附上該財務需 要分析副本。 □ 本人謹此確認在上述之財務需要分析簽署的日期後本人的狀況並無重要改變,而就上列申請,本人的財務需要、風險承擔能力及負擔能力亦 無錯配。 6. □ 購買附加繳清保險 生效日期 / 月 年 □ 附加繳清保險存款 □ 新加 □ 刪除 □ 增加 □ 減少 新存款金額 港幣/美金 ___________ 每月/季/半年 (此附加繳清保險存款將累積至下次保單週年時才購買附加繳清保險。) □ 附加繳清保險 港幣/美金 __________________________ (如附加繳清保險已失效,請填寫受保人之 「投保資料申報書」。) 7. □ 更改紅利分派方式 □ 現金 □ 買繳清保險 □ 累積紅利 □ 繳付保費(只限於年繳保費) 8. □ 更改保單失效之選擇方式 □ 減額繳清保險 □ 展期保險 □ 自動貸款繳付保費 9. □ 更改保單狀況 • 不接受追溯日期及有關申將請 安排下一個保費到期日生效 □ 展期保險 □ 減額繳清保險力 • 保單狀況更改乃永久性轉變,並不可逆轉。附加保障(如有) 將於生效日期終止,保單亦將無保費需 要繳付。 * 請刪去不適用者 □ 工作地址 室 樓 座 大廈/ 屋苑 街道及號數 地區 香港 / 九龍 / 新界* 省 / 國家 郵遞編號

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海外帳戶稅收合規法案聲明及授權 就簽署此申請書,本人/吾等作為此聲明書上簽署的保單持有人,現聲明本人明白和同意:- (1) 安達人壽保險有限公司(「貴公司」)有責任遵從本地及/或外國的監管,稅務,立法或司法機構,包括但不限於香港稅務局及美國稅務局 (以下簡稱「官方機構」)所頒布及不時修訂的法例,條例或指令(「規定」)。 (2) 本保單期間,貴公司將不時:- (i) 要求保單持有人、受益人、繼任持有人及/或實益擁有人提供其個人資料,保單資料及其他證明文件並填寫額外的表格;及 (ii) 向有關官方機構,包括但不限於美國稅務局及香港稅務局,報告及/或披露保單持有人、受益人、繼任持有人及/或實益擁有人的資料, 保單資料及/或其他額外資料(統稱「資料」)以遵從規定。 (3) 若本人的資料出現任何變動,本人會立即通知貴公司,並且按照貴公司之要求填寫額外的表格,及提供額外資料和文件,以證明該項變更; (4) 若保單持有人、受益人、繼任持有人及/或實益擁有人發生改變,本人會立即向貴公司提供新的保單持有人、受益人、繼任持有人及/或實益 擁有人之資料及其相關文件; (5) 本人同意貴公司可就向本保單帳戶支付或收取的款項中扣除並預扣貴公司根據規定下必須預扣的美國稅項(預扣稅),並將該預扣稅上繳美 國稅務局以履行規定;及 (6) 本人在本保單下對受益人、繼任持有人及/或實益擁有人的資料須負有義務時,本人將盡最大努力使他們就其資料遵守相同的義務,包括直接 向貴公司提供其資料和相關文件,並向貴公司給予他們的同意,以向官方機構披露及轉移他們的資料,以及按規定扣除和持有其預扣稅並上 繳美國稅務局。本人亦同意貴公司可為此直接聯絡受益人、繼任持有人及/或實益擁有人。 聲明:本人/吾等 謹此聲明及同意: 1. 上述之更改事項或服務必須符合下列所有條件方能生效:(i)所有需要之款項及文件皆全數並完整無缺遞交。(ii)申請在受保人在生及仍然 符合受保條件時,經安達人壽保險有限公司(以下簡稱“貴公司”批准。)2. 此申請書連同貴公司要求受保證明(如需要),將成為保單更改之 根據,並作為保單之一部份(若有其他安排除外)。3. 上述一切陳述及問題的所有答案,不論是否本人/吾等親手所寫,就本人/吾等所知所信, 均為事實之全部並確實無訛。4. 貴公司可以使用、儲存、透露、轉移(不論在本港或海外)任何貴公司所收集或持有之任何本人/吾等的個人 資料(不論是否此更改保單事項通知書所載或從其他途徑所取得)給貴公司之任何關聯公司、再保公司及賠償調查公司、行業協會/聯會,聯會 之成員及與貴公司有關之人士或機構,以(i)辦理此通知書及索償(ii)提供所有關於此通知書之服務,保單管理及推廣其他財務產品及服務,從事直 接促銷及資料核對等用途,及因此等用途與本人/吾等聯絡(iii)執行聯會的監察功能;或執行本著保險業或任何聯會會員利益而付予聯會的其他功 能。本人/吾等明白如所需資料未能提供,貴公司將無法辦理此通知書。此外,貴公司獲授權向聯會查閱及/或核實該會已搜集本人/吾等之資料。 本人/吾等明白本人/吾等有權自貴公司查閱及申請更改所有貴公司持有之有關本人/吾等的任何資料,或獲得任何被拒絕查閱的理由,貴公司有 權酌情收取任何查閱資料的要求之費用。欲查詢有關個人資料事宜,請送香港銅鑼灣告士打道三一一號皇室大廈三十三樓「安達人壽保險有限公 司」收。 個人資料收集聲明及授權 就簽署此申請書,本人/吾等明白及同意安達人壽保險有限公司(「貴公司」)可以使用、處理、儲存、透露、轉移 任何貴公司所收集或持有任何本人/吾等的個人資料與貴公司隸屬同一集團附屬公司之其他公司(「集團公司」)、其獲授權的代理人、再保險 公司、理賠調查員、處理索賠個案的理賠師、醫療顧問、索償代理、保險行業協會及聯會、信貸資料服務公司、政府或司法或監管機構或對貴 公司具有法律及/或監管責任而須予以披露的任何人士,及貴公司指定的第三方代理、承包商及顧問,不論屬本地或海外,以(i)處理及審批此 申請及本人/吾等將來提交之保險申請及索償;(ii)提供所有關於此申請之服務,管理及處理保單、醫療和核保檢查、付款指示、保費收取、資料 核對,及因此等用途與本人/吾等聯絡;(iii)令保險行業協會及聯會、政府或監管機構執行其經不時修定及為合理要求以維護其及保險行業利益的 功能及規定; 及 (iv) 提供因貴公司營運及給予本人/吾等服務之相關付款、數據處理、行政、通訊、電腦、保安及其它服務 (包括醫療服務、緊急 救援服務、郵寄服務及資料科技服務)。此外,貴公司獲授權向保險行業協會及聯會、政府及監管機構、及醫務人員或機構取閱及/或核實任何該 等機構向本人/吾等收集之資料。本人/吾等有責任提供此申請書上之所需資料,以作為此申請之先決條件。如未能提供所需的資料,可能會導致 貴公司無法處理此申請。本人/吾等明白本人/吾等有權取閱及要求更正任何貴公司持有之有關本人/吾等的任何個人資料,或被給予拒絕查閱或 更正的理由。本人/吾等亦明白貴公司可能會收取任何查閱資料的要求之合理費用。如欲查詢有關個人資料事宜,查閱或更正個人資料必須以 書面形式向貴公司壽險行政部的資料保護主任提出,並送交至香港銅鑼灣告士打道三一一號皇室大廈三十三樓。 使用個人資料作直接促銷用途聲明及授權 安達人壽保險有限公司(「本公司」)擬使用您/您們提供之姓名、聯絡資料及保單資料作直接促銷本公 司及集團公司的保險相關產品/服務,及與本公司有關聯之第三者計劃供應商所提供的強制性公積金相關產品/服務。本公司可能將您/您們的個人 資料轉交至上述之集團公司,以提供與我們/其產品/服務相關的推廣資料及刊物。然而本公司在未獲得您/您們同意之前,將不可使用您/您們的 個人資料。請於本聲明簽署以表示您/您們同意本公司使用您/您們的個人資料作此等用途。若您/您們不同意,請先剔選以下空格然後簽署。如欲 查閱或更改個人資料或要求終止上述個人資料之運用,請以書面形式向本公司壽險行政部的資料保護主任提出,並送交至香港銅鑼灣告士打道三 一一號皇室大廈三十三樓。 □ 本人/吾等反對使用本人/吾等之個人資料於貴公司擬作出的直接促銷用途。 □ 本人/吾等反對貴公司提供本人/吾等之個人資料給集團公司於其擬作出的直接促銷用途。 _________________________________________ 保單持有人簽署 10. □ 更改保單貨幣 □ 港幣 □ 美金(本人明白貸款利率將以新轉換之貨幣修訂。) 11. □ 申請保單文件副本 □ 遺失保單備忘錄 □ 保單(請呈交手續費港幣一百九十五元或美金二十五元) 12. □ 其他(請詳細說明)

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見證人/保險代理姓名 閣下簽名模式應與保單記錄上之簽名相同,以作核對。 __________________________________________ 見證人/保險代理簽署 _________________________________________ 日/月/年 __________________________________________ 受保人簽署 _________________________________________ 日/月/年 __________________________________________ 承讓人簽 _________________________________________ 日/月/年 (適用於此保單已被轉讓) __________________________________________ 保單持有人簽署 _________________________________________ 日/月/年 (如非受保人) 確認文件交回保單持有人方式 : □ 郵寄 □ 經由保險代理 本人/吾等指示貴公司將上述更改事項的確認文件/批註書經本人/吾等的保險代理轉交本人/吾等。 保單持有人簽署 :__________________________________________________ 附註:中文譯本只供參考之用,如有異議,概以英文為準。

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