Get Premier Advance

Filling out the Premier Advance application form online can be a straightforward process if you follow the right steps. This guide will provide you with clear instructions on each section of the form, ensuring that you have all the necessary information and documentation ready to submit your application effectively.

Follow the steps to complete the Premier Advance application form online.

1. Click 'Get Form' button to obtain the form and open it in the online editor.
2. Begin with the section titled 'Financial adviser and policy details.' Fill in the company name as 'Friends Provident International' along with the agency number. Provide contact details for acknowledgment and queries, including contact name, phone number, and email address. If you have a pre-allocated policy number, include it here.
3. In the verification section, confirm that you have included the following with your application: verification of client identity, verification of client address, and documentation for the source of wealth, if required.
4. Proceed to Section 1, titled 'Setting up Premier Advance.' Enter details for the first (or only) applicant, including title, surname, first name(s), ID card/passport number, country of issue, marital status, date of birth, place of birth, and tax residency information.
5. For the second applicant, if applicable, repeat the information as required in the same section. Ensure all contact details, including home and mobile numbers, and email addresses, are provided.
6. In Section 2, fill out the policy details, including the total premium, payment methods, and specify the source of payment. Provide bank account information where requested, and ensure to select the payment frequency correctly.
7. Indicate your choice of mirror funds and percentage allocation up to a maximum of 10 funds. Make sure the total percentage adds up to 100%.
8. Complete the source of wealth section, providing detailed information about income and assets that will support the investment, along with any necessary supporting documentation.
9. In Section 3, read through the declarations carefully. Ensure to sign and date the application form, confirming that all information you have submitted is true and complete.
10. Finally, save changes, download, print, or share the completed form as needed for your records or to submit the application.

Complete your Premier Advance application online today for a seamless investment experience.