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Customer Service

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thevarishi
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0% found this document useful (0 votes)
31 views1 page

Customer Service

Uploaded by

thevarishi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Agent Account No.

: 6826145

Welcome to e-Partner Agent Enquiry Service


CUSTOMER SERVICE

Welcome Thevarishi A/L Adam . .!, 30/04/2024

Back to main menu Logout


* Please press the LOGOUT button if you are leaving the terminal unattended.

Policy Detail Information for P/N: 1070496718 as at 30/04/2024

Insured Name Gender ID No ID Type DOB Religion Age at Entry Proof of Age Smoker ID
Proposer THARANI A/L THANGARAJAH M 050518-10-1195 Y 18/05/2005 Non-Muslim Y
Life Assured THARANI A/L THANGARAJAH M 050518-10-1195 Y 18/05/2005 Non-Muslim 19 Y N

STATUS FINANCIAL INFORMATION


Policy Status Inforce Currency Ringgit (Malaysia)
Premium Status Regular Payment Frequency Monthly
Total Installment Premium 220.00
Stamp Duty -
Discount Type No special discount
STATUS DATE Next Due Date 15/04/2024
Policy Issue Date 15/01/2024 Payment Method Credit Card
Risk Commencement Date 15/01/2024 Credit Card No 549186XXXXXX1382
Lapse Date Last Payment Date 06/04/2024
Termination Date Amount Received(for proposals only) 0.00
Potential Lapse Date Balance to Turn Policy In Force 0.00
Health Warranty Date Service Tax IND N
MINIMUM PAYABLE Applicable to Credit Card/GIRO Payment Only
Min.To Prevent Lapse 0.00 Last Deduction Date
Min.To Reinstate 0.00
(min.amount exclude suspense/CB/SB) Status
DEBTS INFORMATION(incl.Interest) DEPOSIT INFORMATION(incl.Interest, if any)
Overdue Premium 220.00 Suspense 0.00
APL Balance 0.00 APA Balance 0.00
Policy Loan Balance 0.00 CB Balance 0.00
Study Loan Balance 0.00 CB Option - CB Term 0
Investment Arrears 220.00 SB/Account 2 Value 0.00
Overdue Rider Premium(for ILP only) 0.00 SB/GCP Option SB Term 0
Non Lapse Topup 0.00 Booster Income Option
Total Debts 220.00 DIRECT CREDIT INFORMATION (if any)
Overdue Premium is inclusive of Service Tax,where applicable

Suspense=(Renewal Suspense + PolicyAlteration Suspense + General Suspense)


SUSPENSE DETAILS
Renewal Suspense 0.00
Policy Alteration Suspense 0.00
General Suspense 0.00

BENEFIT DETAILS
Campaign
Std Wellness Car Annual Lifetime Campaign
Sum GST Cover Cover End Premium Status Benefit Coverage
Benefit Term Installment Status/Reason Reward Registration Limit Limit Coverage
Assured Amount Start Date Date End Date Date Indicator Start
Premium Indicator Number Balance Balance End Date
Date
SMARTPROTECT YOU 81 12,000.00220.00 15/01/202414/01/210514/01/2105Inforce N
IL COMPREHENSIVE 51 10,000.005.13 15/01/202414/01/207514/01/2075Inforce N
ACCIDENT BENEFITS
XTRA RIDER
IL HOSPITALISATION 61 100.00 4.17 15/01/202414/01/208514/01/2085Inforce N
BENEFITS RIDER
IL CRITICAL ILLNESS 80 12,000.000.34 15/01/202414/01/210414/01/2104Inforce N
BENEFIT RIDER
SMARTMEDIC SHIELD- 81 150.00 78.33 15/01/202414/01/210514/01/2105Inforce N 1000000.00unlimited
150-D
SMARTMEDIC SHIELD 81 0.00 1.92 15/01/202414/01/210514/01/2105Inforce N 2000000.00unlimited
EXTENDER
SMARTMEDIC SHIELD 81 0.00 0.00 15/01/202414/01/210514/01/2105Inforce N 6000000.00unlimited
DOUBLE ANNUAL LIMIT
IL PREMIUM WAIVER 80 41,534.002.53 15/01/202414/01/210414/01/2104Inforce N
EXTRA RIDER

ILP FUND DETAILS


Fund Name Fund Units Price Eff.Date Bid Price *Fund Value Apportionment Rate(%) Fund Due Date
Lion Fixed Income Fund 0.00 26/04/2024 3.788 0.00 0.0 15/04/2024
Lion Enhanced Equity Fund 2.02 26/04/2024 2.108 4.26 100.0 15/04/2024

POLICY VALUES
Net Surrender Value * 4.26
Net Policy Loan Value ** 0.00
*Total Investment Value/Account 1 Value 4.26
Guaranteed Surrender Value 0.00
Reversionary + Interim Bonus 0.00
Surrender Value of Terminal Bonus 0.00
Gross Surrender Value 0.00 Accumulated RB as at 0.00
**Computation of the Net Policy Loan available is 92% of the Guaranteed Surrender Value on basic plan (including Reversionary bonuses, if applicable but exclude surrender value on Terminal Bonus, if any) and after less off any outstanding
indebtedness (Outstanding APL/policy loan or overdue premium). Example: Great Junior Advantage Series plan will exclude Junior Advantage Rider in computing the 92% policy loan.
*** Computation of the Net Surrender Value where surrender value of Terminal Bonus is included if applicable, the Terminal Bonus is a non-guaranteed bonus. The actual bonuses that would be declared may be more or less depending on the
operating and investment results experienced by the Company.

REQUEST PRINTOUT FOR CUSTOMER

Print Surrender Discharge Voucher


Print Financial Position (TRAD)
Print Financial Position(ILP)
Print Loan Agreement for Amount: Language: English
Loan Interest( 6.3%)
Investment-Linked Policy Transaction: Date range - To

PAYER DETAILS
Title MR
Name THARANI A/L THANGARAJAH
ID No 050518-10-1195 ID Type NEW MALAYSIAN IC
Effective Date 15/01/2024 Email tharaniblack@gmail.com
Mobile No 1133134502 Invalid Address Ind
Residence Tel - Address NO208 BLK F TAMAN DESA RIA
Office Tel - JALAN PJS 5/9 46000 PETALING JAYA

PAYEE DETAILS
Name ID No ID Type
THARANI A/L THANGARAJAH 050518-10-1195 NEW MALAYSIAN IC
Policyholder eConnect User Status Y
eCorrespondence Indicator Y

ASSIGNEE/TRUSTEE INFORMATION NOMINEE INFORMATION


Role Name Relationship Name

ALTERNATE POLICY OWNER SECONDARY LIFE ASSURED


Relationship Name Relationship Name

AGENT DETAILS
Servicing Agent
Title MR
Name THEVARISHI A/L ADAM
A/C No 6826145 Rank Standard Agent
Contact No 01111501601
Immediate officer
Title MR
Name SIVAKUMAR A/L PERUMAL
A/C No 6003840 Rank Unit Sales Manager
Contact No 0162747094
GSM
Title MR
Name NAVARASAN A/L SUBRAMANIYAN
A/C No 5456081
Contact No 0136646753

TRANSACTION HISTORY
Trasaction Date Transaction Type Application Status Validity Date HW Date Amount Required
05/03/2024 Change Payment Method In Force 05/03/2024 0.00

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