Manage Your Unit Linked Insurance Policy

Terms & Conditions

1. Policyholders can top up premium within the minimum and maximum limits specified in the policy provision. However, during a premium holiday period, policyholders are not permitted to top up premium.

2. The company will process a subscription transaction in the first available day after full top up premium amount was  collected and approved by the company.  

Remark

If the top up premium is paid by promissory note, cheque, draft or other means of payment, the company will consider the payment as received based on cash collection date.  However, the method of insurance premium   payment must comply with the criteria and rules set by the company.”

Required Documents

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. Proof of payment

5. Suitability Test (in case the assessment has expired) Download

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: Completed request form receives by the company before 4:00 PM BKK time, the company will process buying fund transaction on the first available business day after the request was approved.  If the request form is received after 4:00 PM BKK time, it will be considered as received on the next working day. 

Customers can request for top up premium through the following channels:

1. Via PRUServices website by visiting https://pruservices.prudential.co.th. Please register and go to “More services” select “Top up premium” menu.

2. Via insurance agent/selling agent.

3. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

3.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

3.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

3.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

1. Policyholders can request to decrease regular premium, request to decrease or cancel saving premium, request to increase premium after decreasing regular premium, request to increase or decrease the sum assured of regular premium on policy anniversary However, the request to increase/decrease or terminate the riders is based on the criteria set by the company.

2. Policyholders are not eligible to increase regular premium unless they have previously decreased the regular premium. However, if the policyholders request to increase regular premium, the regular premium after the increase must not exceed the first regular premium paid as specified in the Policy Information Page.

3. In decreasing the regular premium, policyholders may forfeit eligibility for the loyalty bonus and/or non-lapse guarantee (if applicable), as outlined in the policy provisions.  

4. To change the regular premium, increase or decrease the sum assured of the regular premium, and/or add riders, they must align with the minimum and maximum amounts based on the criteria set by the company. A health examination and additional documents may be required according to the underwriting criteria. Policyholders are solely responsible for the expenses incurred during health examinations.

5. Changing the regular premium and/or adding riders cannot be processed while the policy is in premium holiday status.  

Required Documents

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. Health Declaration Form (in case of adding riders and/or increase of sum assured) Download

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can request for change of regular premium, sum assured or riders through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

Policyholders can request to change premium payment frequency (mode of payment) at the policy anniversary date according to the provisions. However, during a premium holiday period, policyholders are not permitted to change premium payment frequency.

Required Document

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can change premium payment frequency through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

Policyholders can request to change the premium allocation by specifying the percentage of investment they want to allocate, with a minimum of 5 percent for each fund and a maximum of 10 funds for the total selected funds.    

The change in premium allocation will be effective on the insurance premium paid after the premium allocation process has been completed.

Changes to investment allocation will affect the insurance premium paid to the company after the investment allocation has been successfully changed.

Required Document

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. Suitability Test (in case the assessment has expired) Download

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: If the completed request form is received by the company before 4:00 PM BKK time, the company will process the request within the submission date. However, if the request form is received after 4:00 PM BKK time, it will be considered as received on the next working day.  

Customers can change premium allocation through the following channels:

1. Via PRUServices website by visiting https://pruservices.prudential.co.th. Please register and go to “More services” select “Premium redirection” menu.

2. Via insurance agent/selling agent.

3. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

3.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

3.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

3.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

1. Policyholders can request to exercise premium holiday once the conditions prescribed in the policy provision are fully met. By requesting for premium holiday of regular premium, policyholders will be ineligible for loyalty bonus and/or non-lapse guarantee (if any) based on the policy provision.

2. If the policy has a paying of regular premium and saving premiums, policyholders cannot request a premium holiday for the regular premium alone.

3. For rider premium that still requires payment during a premium holiday, the rider will be terminated if the rider premium has not been paid within the grace period.

4. When the policy is in a premium holiday period, policyholders are not permitted to top up premium, change premium payment frequency, increase/decrease premium and/or add rider.

Required Documents

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can request for a premium holiday through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

1. To request for resumption of premium payment, policyholders must pay 1 installment of regular premium and saving premium (if any). In case of monthly premium payment, 2 installments are required.

2. In the event that policyholders have previously exercised premium holiday of the saving premium only, policyholders must pay 1 installment of saving premium.

3. The company will process the subscription transaction on the first available business date after the request is approved.  

Required Documents

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. Suitability Test (in case the assessment has expired) Download

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can request the resumption of premium payment through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

1. Policyholders must pay 1 installment payment of regular premium and saving premium (if any). Additionally, they must settle any outstanding policy debt.  In case of monthly premium payment, 2 installments are required.

2. Policyholders can reinstate the policy within 5 years from auto surrendered or lapsed date based on the policy provisions. The health examination and additional documents may be required according to the underwriting criteria.  Policyholders are solely responsible for the expenses incurred during health examinations. 

3. The company will process the subscription transaction on the first available business date after the request is approved.  

Required Documents

1. Premium Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. Suitability Test (in case the assessment has expired) Download

5. Health Declaration Form Download

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can request for reinstatement through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

1. Policyholders have the right to terminate the policy while it is still in force. The company will redeem all investment units under the policy, which will result in the policy being terminated.  

2. The company will pay surrender value including unearned cost of insurance (COI) (if any). Notwithstanding, the company will deduct surrender charge as specified in the policy provisions   and outstanding policy debt (if any) from the surrender value paid to policyholders.

3. If outstanding investment units under the policy consist of both local funds and foreign funds, the company will pay the redemption value of local funds first  , followed by the foreign funds. However, policyholders will receive redemption value within 5 business days after the units are sold  or within the period prescribed by the Securities and Exchange Commission, Thailand (SEC).

Notice before requesting policy surrender before maturity date.

1. The surrender value may be lower than the total premium paid, especially in the early policy year.  

2. If policyholders purchase a new policy, they may be subject to a higher premium due to their older age and health record.

3. All policy benefits, coverages and rights under the policy will be terminated.

4. When purchasing a new life insurance policy, policyholders bear the responsibility of providing accurate and truthful information to the insurance company. In turn, the insurance company retains the right to dispute or object to the new policy within the specified timeframe outlined in the policy provisions. Additionally, for new health riders, waiting period conditions and pre-existing conditions.

5. If policyholders encounter difficulties with premium payments and need to surrender their policy, they have the right to request a 'premium holiday' based on the policy's conditions. By exercising this option, the policy remains in force as long as the account value is sufficient to cover monthly charges.   

Required Documents

1. Investment Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. A copy of passbook of the Policyholders or legal representatives (in case of juvenile policy) with certified true copy.

5. The original policy booklet (for non-electronic policy). If the original policy booklet was lost, a copy of Police Report is required.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: If the completed request form is received by the company before 4:00 PM BKK time, the company will process the redemption transaction on the first available business day after the request is approved. However, if the request form is received after 4:00 PM BKK time, it will be considered as received on the next working day.  

Customers can request for policy surrender through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

1. Policyholders have the right to request a partial surrender of the policy. Once approved, the company will process the redemption transaction on the first available business day. A surrender charge (if any) will be deducted at the rate specified in the Policy Fee Schedule.

2. The minimum withdrawal amount per transaction must be at least THB 5,000 and the remaining account value after withdrawal must be no less than THB 10,000 calculated from the latest bid price of the fund on the submission date.

3. Policyholders have the flexibility to specify the selling as a percentage of the total number of investment units. However, it's important to note that the number of fund withdrawals must not exceed 10 funds.  

4. If outstanding investment units under the policy consist of both local funds and foreign funds, the company will pay the redemption value of local funds first, followed by the foreign funds.  However, policyholders will receive the redemption value within 5 business days after the units are redeemed or within the period prescribed by the Securities and Exchange Commission, Thailand (SEC).

5. When policyholders request a partial surrender, they should be aware that they may become ineligible for any loyalty bonuses and/or non-lapse guarantee, as outlined in the policy provisions.

Required Documents

1. Investment Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. A copy of passbook of the Policyholders or legal representatives (in case of juvenile policy) with certified true copy.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: If the completed request form is received by the company before 4:00 PM BKK time, the company will process the redemption transaction on the first available business day after the request is approved. However, if the request form is received after 4:00 PM BKK time, it will be considered as received on the next working day  

Customers can request for partial surrender through the following channels:

1. Via PRUServices website by visiting https://pruservices.prudential.co.th. Please register and go to “More services” select “Partial withdrawal” menu.

2. Via insurance agent/selling agent.

3. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

3.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

3.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

3.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

Policyholders can request fund switching within their Unit-Linked life insurance policy, either in full or partial units, to other available funds. The process involves two steps:

1. Specify the amount of investment units or the percentage of each source fund to be switched.

2. Indicate the percentage of funds to be switched into the destination funds. The minimum percentage allowed is 5%, and the total number of destination funds should not exceed 10.

Required Documents

1. Investment Request Form for Unit-Linked policy Download

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

4. Suitability Test (in case the assessment has expired) Download

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: If the completed request form is received by the company before 4:00 PM BKK time, the company will process the redemption transaction of source funds on the first available business day after the request is approved. However, if the request form is received after 4:00 PM BKK time, it will be considered as received on the next working day. The company will process the subscription transaction of destination funds on the date the company receives the redemption amount of each source fund  .

Customers can request fund switching through the following channels:

1. Via PRUServices website by visiting https://pruservices.prudential.co.th. Please register and go to “More services” select “Fund switching” menu.

2. Via insurance agent/selling agent.

3. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

3.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

3.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

3.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

The insured person has the right to transfer policy benefits to a related individual who meets one of the following relationship criteria as an assignee: (1) Father, Mother* (2) Paternal Grandfather, Paternal Grandmother (3) Maternal Grandfather, Maternal Grandmother (4) Spouse or Life Partner (5) Child* (6) Beneficiary (*Including legally recognized adoptive parents and adopted children). To proceed with the Absolute Assignment, the assignee must verify identity via https://link.prudential.co.th/oRA5v or by scanning the QR code provided in the Absolute Assignment Form.

In the event that an Absolute Assignment is completed, and a Free Look cancellation request is submitted afterward, the company will refund the amount to the insured’s account or issue a cheque payable to the insured or their legal guardian.

However, the company reserves the right not to process Absolute Assignment under the following conditions:

1. The insured person has delivered the policy to the beneficiary and the beneficiary has expressed intent to claim the benefits.

2. Assignee is under legal age (below 20 years old)

3. Assignee has not completed the identity verification process.

4. Assignee is a legal entity.

5. Assignee has nationality, country of birth, or tax obligations related to the United States, or is considered a U.S. resident for tax purposes.

6. Assignee holds a nationality restricted by the asset management company such as Russia or Belarus.

Remark

In the event that the policy has undergone an Absolute Assignment, and such assignment has been approved by the Company, if the beneficiary under the policy notifies the Company of their intention to claim the policy benefits, the Company reserves the right not to proceed unless the Absolute Assignment has first been cancelled.

After the completion of an Absolute Assignment, the assignee gains the right to the policy as follows:

• Policy loan

• Extended Term Insurance (ETI)

• Reduced Paid-Up Insurance (RPU)

• Policy Benefit payout

• Maturity

• Policy surrender

• Partial surrender

• Dividend payments from Mutual fund
  
  

All request forms must be certified by both the assignee and the insured or by their legal guardian (if the insured is under legal age).

Required Documents

1. Absolute Assignment Form Download

2. Assignor’ documents:

2.1 A copy of identification card or passport.

2.2 A copy of identification card or passport of parents or legal representatives (in case of juvenile policy).

2.3 Other requested documents (if any).

All forms and required documents must be certified by insured and/or parent/legal representatives (in case of juvenile policy).

1. Assignee’s documents:

3.1 A copy of identification card or passport.

3.2 House registration document.

3.3 Legal registration documents certifying adoptive parents/adopted child.

3.4 Marriage certificate (if applicable)

3.5 A copy of a savings account bank book

3.6 Other requested documents (if any).

All forms and required documents must be certified by an assignee.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can submit an Absolute Assignment request through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

The Assignee can request to cancel the absolute assignment; all policy rights and benefits will be returned to Policyholders.

Required Documents

1. Cancellation of Absolute Assignment Form Download

2. Policyholders’ documents:

   2.1 A copy of identification card or passport of the Policyholders with certified true copy.

   2.2 A copy of identification card or passport of parents or legal representatives (in case of juvenile) with certified true copy.

   2.3 Other requested documents (if any).

All forms and required documents must be certified by Policyholders and/or parent/legal representatives (in case of juvenile policy).

1. Assignee’s documents:

   3.1 A copy of identification card or passport, certified true copy.

   3.2 Other requested documents (if any)

All forms and required documents must be certified by an assignee.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

In the event of an assignee’s death

Policyholders can inform the Company to cancel the absolute assignment, all policy rights and benefits will be returned to Policyholders.

Required Documents

1. Death Certificate, certified by the Policyholders or parents or legal representatives (in case of juvenile policy).

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around time: Approximately 5 working days from the date the Company receives all required documents, fully completed and accurate.

Customers can request to cancel absolute assignment through the following channels:

1. Via insurance agent/selling agent.

2. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

2.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

2.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

2.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions                                                                                                

According to the Securities and Exchange Commission of Thailand (SEC), all unit linked policyholders are required to perform an investment suitability assessment before making their first investment.  The policyholders are also subject to a review every 2 years from the latest reviewing date.

The Company therefore requests cooperations to update the investment suitability assessment to ensure that it is current and can be used for providing advice and services. 

Required Documents

1. Suitability Test Download

2. A copy of identification card or passport of the Policyholders with certified true copy.

3. A copy of identification card or passport of parents or legal representatives (in case of juvenile policy) with certified true copy.

Remark

Please cover your "blood type" and "religion" information on the copy of your ID card to comply with the PDPA law. The company has no intention of collecting, using, and disclosing your personal information in this respect.

Turn-around Time: Completed request form receives by the company before 4:00 PM BKK time, the company will process as requested within the submission date.  If the request form is received after 4:00 PM BKK time, it will be considered as received on the next working day. 

Customers can update investment suitability assessment through the following channels:

1. Via PRUServices website by visiting https://pruservices.prudential.co.th. Please register and go to “More services” select “Suitability test” menu.

2. Via insurance agent/selling agent.

3. Direct submission to Prudential Life Assurance (Thailand) Public Company Limited through one of the following methods:

3.1 In-Person Submission: Visit Prudential Thailand’s Head Office at Mitrtown Office Tower, 30th Floor, Monday to Friday (excluding public holidays and annual company holidays), between 08:30 – 17:00 hrs.

3.2 Postal Mail: Send documents to: Prudential Life Assurance (Thailand) Public Company Limited at 944 Mitrtown Office Tower, 10th, 29th–31st Floor, Rama 4 Road, Wangmai, Pathumwan, Bangkok 10330.

3.3 Email submission: Email the documents to hotline@prudential.co.th

Terms & Conditions

Instructions for the Common Reporting Standard (CRS)

As a financial institution, our company is obligated to collect and report information from customers whose tax residency falls within CRS participating jurisdictions. To comply, customers must complete the CRS self-

certification form, disclosing their tax residency country, and submit it to the company. Additionally, if there are any changes in tax residency status, customers must promptly update the self-certification form within 30 days.

For any uncertainties or questions regarding tax residency status, we recommend consulting your tax advisor or national tax authority. You can also refer to the common rules on tax residency criteria provided by the Organisation for Economic Co-operation and Development (OECD) at   

https://www.oecd.org/tax/automatic-exchange/crs-implementation-and-assistance/tax-residency/