Bright Pro Plan forms

New Business Forms

CLASSIFICATION EXPLANATION
Client Information Form
Client Information Form on Bright Pro Plan

For 1~2 applicant(s)

Client Information Form on Bright Pro Plan

For 1~4 applicant(s)

Client Confirmation on Bright Pro Plan

Each applicant is required to complete this form separately.

(CRS) Declaration of Self-Certification Form

Each applicant is required to complete this form separately.

Disclosure Letter
  1. This letter is to disclose the potential benefits that Metis might receive.
  2. Applicant(s)' signature, witness's attestation and signature are required. (Witness should be a natural person besides the applicant(s) and beneficiaries)
Letter of Wishes

This letter is to nominate beneficiaries and will be used as a guidance for future Trust Fund distribution.

Personal Details of Second Tier Beneficiaries

This is for providing the personal details of the Second Tier Beneficiary (Applicant is the First Tier Beneficiary and the personal details should be the same as application form)

Important Notes for the Application Documents of Bright Pro Plan

Please read through this document before singing the application documents.

Other Required Documents
  1. Certified ID and address proof of all applicants (ID and address proofs of the Second Tier Beneficiary are required only when the Trust Fund is distributed)
  2. Apart from the Credit Card Authorization Form, all signatures must match the signature on the passport which the applicant initially provided. Otherwise, applicant will need to re-sign all relevant documents.
Supplementary Documents
Amendment/ Supplement to Application

Amendment to application details

Client Contribution Confirmation Letter

Applicable for contribution over 40% of total asset of Plan applicant

Financial Declaration for Large Amount Contribution

Confirmation of Total Annual Contribution which exceeds USD$ 225,000 or Confirmation of Single Contribution which exceeds USD$ 1,000,000. (Please refer to Table of Country Risk for details)

ABF Asset Portfolio Management Service Agreement

Appointment of ABF as Asset Portfolio Manager

Acknowledgement for Choosing Gold Portfolio

Apply for choosing Gold Portfolio

Disclaimer of the Risk of Global Active Return Portfolio Pro

Apply for choosing Global Active Return Portfolio Pro

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 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
Declaration of the Third Party Payment

Third Party Payer is required to complete this form to confirm the source of wealth and his/her identity.

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
  1. Applicable for 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).
  3. If there is no payment to be refunded, only soft copy of the relevant application form is required.
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 of Bright Pro Plan
Bank/Shinkin Bank List for JPY Direct Debit

After-Sales Service Forms

CLASSIFICATION EXPLANATION
Change of Plan Details
Alteration of Plan Contribution Form

Apply for change of Plan Valuation Currency.

Change of Personal information/ Servicing Agent Form

Change of Personal Information (For Plan Owner(s) as the First Tier Beneficiary(ies) only)/ Servicing Agent

Letter of Wishes

This letter is to nominate/ change beneficiaries and will be used as a guidance for future Trust Fund distribution.

Personal Details of Second Tier Beneficiaries
  1. This is for providing the personal details of the Second Tier Beneficiary. (Plan owner is the First Tier Beneficiary and the personal details should be the same as Metis' records. To change any personal details, please fill in the "Change of Personal Information Form")
  2. To change beneficiaries, please fill in the new beneciaries' personal details along with a new "Letter of Wishes".
Re-issue of Plan Schedule Request Form

Request of Reissuing Plan Schedule.

Additional Contribution
Additional Contribution Form

Increase of Single Top-up Contribution.

Personal Details and Financial Needs Analysis Form

Each Plan Owner is required to complete this form separately.

Client Confirmation on Bright Pro Plan

Each Plan Owner is required to complete this form separately.

Other Required Documents
  1. Certified ID and address proof of all the Plan Owners (for any changes on residential address registered in Metis, please also submit the “Change of Personal Information Form”)
  2. Relevant payment method form (if applicable) or wire transfer receipt
  3. “Appointment/Change/Termination of Asset Portfolio Management Service” Form and the relevant Agreement / Acknowledgement / Disclaimer (if applicable)
  4. “Contribution Confirmation Letter” (if the contribution is over 40% of the Plan Owner’s total asset)
  5. “Financial Declaration for Large Amount Contribution” (for annual contribution over USD225,000/ single contribution over USD1,000,000) and please fill in relevant forms under “Change of Plan Details” and “Supplementary Documents” if necessary.
Change of Plan Assets
Asset Switching/ Redirection Form

Apply for asset switching.

Appointment/ Change/ Termination of Asset Portfolio Management Service

Appointment/Change/Termination of Asset Portfolio Management Service

ABF Asset Portfolio Management Service Appointment

Appointment of ABF as Asset Portfolio Manager

Acknowledgement for Choosing Gold Portfolio

Apply for choosing Gold Portfolio

Disclaimer of the Risk of Global Active Return Portfolio Pro

Apply for choosing Global Active Return Portfolio Pro

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 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
Declaration of the Third Party Payment

Third Party Payer is required to complete this form to confirm the source of wealth and his/her identity.

Other Required Documents
  1. Certified Proof of relationship between the Plan Owner(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
  3. Relevant payment method form (if applicable)
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. Certified ID and address proof of Plan Owner(s)
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)
(CRS) Declaration of Self-Certification Form

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

Supplementary Documents
Client Contribution Confirmation Letter

Confirmation of Total Annual Contribution Which Over 40% of the Annual Income of the Plan Owner.

Financial Declaration for Large Amount Contribution

Confirmation of Total Annual Contribution which exceeds USD$ 225,000 or Confirmation of Single Contribution which exceeds USD$ 1,000,000. (Please refer to Table of Country Risk for details)

(CRS) Declaration of Self-Certification Form

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

References
Table of Country Risk (Source of Wealth Table)

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

Terms and Conditions of Bright Pro Plan
Client Online Asset Transfer and Redirection Guideline
Bank/Shinkin Bank List for JPY Direct Debit
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