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  • 经纪人任命表 Life, Invest, Health broker appointment form

  • 流程：

    1. 请详细填写以下信息

    2. 上传您的ID或护照复印件。您也可以用手机照。

    3.在表哥下方点提交钮，将信息传送给我们。您也可以点打印表格钮将表格打印出来。

  • 个人信息 Tell Us About You

    所有信息都严格保密。如果您是代表另一个人的，请在表格后面填写要代表人的详细信息。

    All information is kept in strict confidence. If you are acting on another person's behalf, please specify later in the form the details of the person you are representing.

  • 本人特此同意向金融服务交易所（控股）有限公司或其他提供传输这样信息的机构或其他任何授权的金融服务业者，提供以下信息：

    I hereby give consent to The Financial Services Exchange (Pty) Ltd, trading as Astute, or any other institution providing a mechanism for the transmission of such information, or any other authorised financial services provider, to provide any information relating to:

    a. 长期保险 long-term insurance;

    b. 集体投资计划 collective investment schemes;

    c. 退休金 retirement funds;

    d. 医疗保险 medical scheme;

    e. 健康相关保险 health related products

    f. 银行账户及存款 bank accounts and deposits

    透过Astute或直接提供给下面的授权用户：

    through Astute, or directly, to the authorised user below:

    授权用户：德博保险理财公司

    Authorised user: Daberistic Solutions t/a Daberistic Financial Services

    金融管理处授权号：25477

    FSP number: 25477

    经纪人：叶人豪

    Intermediary: Jen-hao (Kevin) Yeh

  • Clear

  • 我在此任命叶人豪为我所有保单及投资账户的服务顾问。我了解并接受此一任命将意味所有之前我所用过办理申请保险理财的代理不再代表我。

    I/we hereby appoint Jen-hao (Kevin) Yeh as my service consultant on my entire portfolio. I understand and accept that by this appointment all previous intermediaries through whom I effected business no longer represent me.

    我确认授权用户将代表本人，我放弃任何保险理财账户隐私权利。授权用户获取信息任何必须保密，没有经过我书面同意不得以任何形式公开。

    I confirm that the authorised user will be acting on my/our behalf and I/we hereby waive any right to privacy only for the stated purpose. All information so obtained must be treated as confidential by the authorised user and intermediary and may not be made public in any way wihout my/our written consent.

    此获取信息授权将持续有效，直到我以书面方式取消。

    This consent to obtain information will remain effective until cancelled by me/us in writing.

  • Clear

  • 现有保单 Existing Policies?

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  • Should be Empty: