How to change Allocation Instruction for Future Investment / Premium

Individual Insurance - Matrix

Step 1: Select the Fund Account

Step 2: Select the way you would like to allocate your fund

Step 3: Select a fund you would like to subscribe

Step 4: Input the Allocation Percentage next to the selected fund, and click the“SUBMIT” button to proceed

* Allocation Percentage should be a whole number  * To allocate to multiple funds, click the“ADD ROW” button and repeat Steps 2 – 3. If it is not     applicable, go to next step.

Step 5: Verify the details and click the “CONFIRM” button to complete your instruction

Step 6: After your submission is completed, a reference number will be assigned and displayed on screen

Step 7: You can click “Transaction Log” on the left to check the transaction status