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WELCOME TO THE FINANCIAL ADVISOR PORTAL
UPDATES & NOTICES
Death Benefit definition updated across policy documents
June 2026
The term "Sum Assured" has been removed from Policy Schedules, Endorsements, Terms & Conditions, and Policy Rules. The Death Benefit definition has been clarified accordingly.
Due Diligence Guide updated: UBO requirement added
June 2026
The 20% shareholding threshold has been removed. UBO (Ultimate Beneficial Owner) requirements now apply. Updated guides are annexed to application forms and available on the website.
Two new forms introduced: IFA and Brokerage Change of Details
June 2026
Use these new forms when updating any IFA or brokerage details including company, contact, and banking information.
Application forms: corporates and trusts now separate
June 2026
The combined corporate and trust application form has been split into two standalone forms. This also applies to Additional Investment Forms. Please use the updated versions immediately.
New document: Custodian Appointment Disclaimer & Indemnity
June 2026
Required when a policyholder instructs IAL to transfer or hold assets with a custodian of their own choosing. Applicable on a case-by-case basis going forward.
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