Sparkle Plan Forms

Original Original
Copy Fax / Email
Depend Depends on circumstances

New Business Forms

CLASSIFICATION EXPLANATION REQUIREMENT
Application Booklet (Individual)
(Smart/ Sparkle) Application Booklet for individual

For 1~2 applicant(s)

Client Confirmation on Sparkle Plan

Signed by each applicant

Declaration of Solvency

Signed by each applicant

Declaration Self-Certification Form - Individual

Signed by each applicant

Supplementary Documents
Amendment/ Supplement to Application
Financial Declaration for Large Amount Contribution

Confirmation of Total Yearly Contribution Which Over USD$ 225,000 or Confirmation of Single Contribution Which Over USD$ 1,000,000.

Client Contribution Confirmation Letter

Applicable for contribution over 40% of the income of plan applicant

ABF Asset Portfolio Management Service Agreement

Appointment of ABF as Asset Portfolio Manager

Confirmation of Name Spelling

Applicable for different names shown on credit card and passport

Acknowledgement for Choosing Gold Portfolio

Apply for choosing Gold Portfolio

Disclaimer of the Risk of Global Active Return Portfolio

Apply for choosing Global Active Return Portfolio

Payment Method Forms
JPY Direct Debit Authorization Form

Only applicable for bank located at Japan and contribution made by JPY (Extra 0.5% of service charge will be charged). The original form is required, please contact Metis CI for the Form. Please find the relevant bank list under 'References'.

Bank Details on Telegraphic Transfer

Each currency has different bank account number.

Third Party Payment (New Business)
Declaration of Third Party Payment
Other Required Identification Documents
  1. Certified Proof of relationship between the applicant(s) and the third party payer (Metis only accepts third party payment from spouse /parents/children)
  2. Certified ID and address proof of the third party payer
References
Plan Cancellation Request Letter

This form is only applicable for cancellation before the plan schedule has been issued or cancellation during cooling-off period

Table of Country Risk (Source of Wealth Table)

Please refer to the table on the source of fund requirement on different nationalities

Terms and Conditions of Sparkle Plan
Bank/Shinkin Bank List for JPY Direct Debit

After-Sales Service Forms

CLASSIFICATION EXPLANATION REQUIREMENT
Change of Plan Details
Alteration of Plan Contribution Form

Apply for change of Plan Valuation Currency.

Copy
Change of Personal Information/ Servicing Agent Form

Change of Personal Information / Servicing Agent / Signature Authority / Consent on Receiving Marketing Communication

Depend
Re-issue of Plan Schedule Request Form

Request of Reissuing Plan Schedule

Copy
Change of Plan Assets
Asset Switching/ Redirection Form

Asset Switching or Redirection on Future Contribution

Copy
Appointment/ Change/ Termination of Asset Portfolio Management

Appointment/Change/Termination of Asset Portfolio Management Service

Copy
ABF Asset Portfolio Management Service Appointment

Appointment of ABF as Asset Portfolio Manager

Original
Acknowledgement for Choosing Gold Portfolio

Apply for choosing Gold Portfolio

Original
Disclaimer of the Risk of Global Active Return Portfolio Pro

Apply for choosing Global Active Return Portfolio

Original
Withdrawal/ Full Encashment/ Cancellation
Withdrawal/ Encashment Request Form
  1. Full Encashment (Surrender)/ Partial Withdrawal/ Regular Withdrawal
  2. The payment will be released after receiving the original copy of the relevant application form
  3. ID and address proof of Plan Owner(s)
Original
Plan Cancellation Request Letter
  1. Cancellation Before the Plan Being Issued or During Cooling Off Period 2.The payment will be released after receiving the original copy of the relevant application form and the issued Plan Schedule (if any)
Original
Declaration of Self-Certification Form

Applicable to Plan Owner(s) who has not previously provided this form or has changed his tax residency status

Copy
Supplementary Documents
Financial Declaration for Large Amount Contribution

Please refer to the table on the source of weath requirement on different nationalities.

Original
Declaration of Self-Certification Form

Applicable to Plan Owner(s) who has not previously provided this form or has changed his tax residency status

Copy
References
Table of Country Risk (Source of Wealth Table)

Please refer to the table on the source of wealth requirement on different nationalities.

Terms and Conditions
Bank/Shinkin Bank List for JPY Direct Debit
Back to Top