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Policy value and fund assets

Please complete the form below to order policy values and fund assets statements for your life insurance. We will send the documents to the policyholder by post. 

The desired documents can be obtained once and/or every year with your annual tax certificates.

 

1) Most recent surrender value/conversion value/loan value, including explanations

2) Most recent overview of the value as well as the average return on fund assets; for unit-linked policies only.