here - Insurance and Financial Practitioners Association of Singapore

Insurance and Financial Practitioners
Association of Singapore
Member of APFinSA
MediShield Life Project 2015
Insurance and Financial Practitioners Association of Singapore
Volunteer’s Declaration Form
In view of your participation as a volunteer in the MediShield Life Project 2015, please check the corresponding
box under the respective column (if you’re an agent or a manager/director) to confirm that you have or have not
met the specified criteria.
For Agent
Criteria
Yes
No
For Manager /
Director
Yes
No
Full time adviser & minimum of 12 months in the industry
N.A
Has sold at least 6 shield plans in the last 12 months
(Oct 2013-Sep 2014)
N.A
$12,000 First Year Commission in the last 12 months (Oct
2013-Sep 2014) or at least $36,000 income based in life
business in the financial year 2013
N.A
Persistency Ratio – 80%: 19-month persistency
(Regular Premium)
N.A
No misconduct or warning letter from company and/or
regulators, no pending court case
(Free from compliance/disciplinary actions from company)
Must be an IFPAS member
For non members, please complete this form
Must be Singaporean or Permanent Resident (PR) in
Singapore
I hereby confirm and verify that the disclosures made above are complete and correct. I agree to commit and
attend all briefing and training sessions with respect to the MediShield Life Project 2015.
I will adhere and comply with all requirements pertaining to this project at all times.
____________________
______________________
__________
Name & Signature
of Agent
Designation:
RNF No:
Contact No:
Email add:
Company:
Name & Signature
of Immediate Supervisor
Designation:
RNF No:
Contact No:
Email add:
Organisational
Stamp (if any)
Important Notes
1.
2.
Please send us back the declaration form via fax at 6534 2345 or email at [email protected]
To receive more updates, join our Facebook group ‘Friends of IFPAS’
35 Selegie Road #10-01
Parklane Shopping Mall Singapore 188307
T (65) 6535 1221
F (65) 6534 2345
E [email protected]
W www.ifpas.org.sg