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Direct debit authorisation
Dealing instruction
Credit card charge authorisation
Bank instruction letter
Assignment of a life policy
Asset exchange scheme
Appointment of third party as beneficiary/payee
Appointment of investment adviser
Appointment of discretionary fund manager and custodian
Switch/Redirection instruction
Supplementary statement for application form
Succession trust deed
Source of Funds Procedures
Request for withdrawal/surrender payment
Request for specimen signature change
Request for premium/policy contribution change
Request for personal particulars change/online service account registration
Premium top-up
Premium top-up (portfolio bond)
Optional management authority and alterations
FPI Portal Overview
FPI Portal – Online Switching and Redirection User Guide
Banker's standing order