Premium Allocation Form - MetLife Alico OMAN
Premium Allocation Form - MetLife Alico OMAN
Premium Allocation Form - MetLife Alico OMAN
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<strong>Premium</strong> <strong>Allocation</strong> <strong>Form</strong><br />
(Fund <strong>Allocation</strong>)<br />
American Life Insurance Company<br />
WILMINGTON, DELAWARE, U.S.A., INCORPORATED 1921<br />
ADMINISTRATIVE OFFICE<br />
P.O. Box 371916, Dubai, United Arab Emirate<br />
Tel +971 4 415 4555 Fax +971 4 415 4445<br />
Country<br />
Agent Code<br />
Agent Name<br />
Agency Code<br />
Agency Name<br />
1. Policy Details (Enter Policy Number and specify type)<br />
Policy No. Policy Type VISION IGP 2000 GEMSTONE MAXIMISA<br />
2. Personal Details (Enter your name as shown in identification document)<br />
Gender Male Female<br />
First Name Middle Name Last Name<br />
3. Contact Details<br />
Mobile (1) Include Country Code E-mail (1)<br />
Mobile (2) Include Country Code E-mail (2)<br />
Has your Address been changed Yes No If yes, provide new address<br />
4. <strong>Allocation</strong> of <strong>Premium</strong>: Please allocate all premiums received as of the date of this request to the following sub account(s)<br />
Strategies Subaccounts Funds currently used <strong>Allocation</strong><br />
• Guaranteed Return Account (GRA) N/A %<br />
Conservative<br />
• US Government Bond VG US Government Bond Fund %<br />
• Global Bond Pine Bridge Global Bond Fund %<br />
• Money Market USD US Dollar Cash Fund A-ACC-USD %<br />
• Sukuk Global Emirates Global Sukuk Fund %<br />
• Bond Global Templeton Global Bond Fund Class A (Acc) USD %<br />
• Global Asset <strong>Allocation</strong> Pine Bridge Balanced World Fund %<br />
Balanced<br />
• Multicurrencies Index Sub-Account Multicurrencies Index Sub-Account %<br />
• Mixed Asset USD Bal - Global Templeton Global Balanced Fund Class A (Acc) USD %<br />
International Opps Fds Asian Bond A %<br />
• Absolute Return Julius Baer BF Absolute Return Plus-USD B %<br />
• Equity Emerging Mkts Latin Am Templeton Latin America Fund Class A(Acc) %<br />
• Equity Sector Real Est Global Franklin Global Real Estate (USD) Fund Class A (Acc) %<br />
• Equity Emerging Mkts Europe Templeton Eastern Europe A (ACC) %<br />
Aggressive<br />
• Equity Emerging Mkts Far East Prudential - INTERNATIONAL OPP-DRAGON P-A %<br />
• Bond Emerging Markets Global INVESCO Emerging Local Currencies Debt Fund %<br />
• Equity Sector Natural Resource Invesco Energy A %<br />
International Opps Fds Asian Equity A %<br />
• Equity Emerging Mkts Other Fidelity Funds - Em Eur Mdl East and Afr A Acc USD %
• Equity India International Opps Fds India Equity A %<br />
• Equity Sector Gold & Prec Metals BGF World Gold Fund A2 USD %<br />
• Equity North America Franklin Mutual Beacon Fund Class A (Acc) USD %<br />
• Equity Emerging Mkts Global Aberdeen Global - Emerging Markets Equity A2 Acc %<br />
• Equity Global Franklin Global Growth A (acc) USD %<br />
• Global Index VG Global Stock Index Fund %<br />
• Global Equity Pine Bridge Global Equity Fund %<br />
• US Index VG US 500 Stock Index Fund %<br />
• Pine Bridge Global Funds Pine Bridge American Equity Fund %<br />
• European Index VG Europe Global Stock Index Fund %<br />
• European Equity FT European Fund %<br />
• Islamic** Equity BNP-Paribas Islamic Equity Optimizer %<br />
• BRIC* Equity FT Bric Fund %<br />
• China Equity FT China Fund %<br />
• India Equity PF Indian Equities %<br />
• Global Small Cap Equity FT Global Smaller Companies Fund %<br />
TOTAL 100 %<br />
5. DECLARATIONS<br />
a) I understand that <strong>MetLife</strong> <strong>Alico</strong> makes investments in line with the strategies I have chosen, and my Policy Account Values will reflect<br />
the performance of the strategies I select. With the exception of the Guaranteed Rate Account (GRA), the Investment Account earnings<br />
will fluctuate up or down and principal and investment returns are not guaranteed and are likely to change depending on the actual<br />
performance of the Investment Strategies. I also declare that the allocation of my contributions to the Policy’s Investment Strategies is<br />
based on my own selection and risk tolerance.<br />
b) I understand that future contributions and future transfers in and out of the GRA are subject to <strong>MetLife</strong> <strong>Alico</strong>’s prior approval.<br />
c) I understand that, all future contributions will be allocated as indicated above unless <strong>MetLife</strong> <strong>Alico</strong> is notified in writing otherwise and<br />
that future contributions are subject to a minimum and maximum amounts as determined by <strong>MetLife</strong> <strong>Alico</strong> from time to time.<br />
d) I understand that the Investment Strategies and Investment Subaccounts offered are subject to <strong>MetLife</strong> <strong>Alico</strong>’s ability to invest, in<br />
international mutual funds or investment companies’ shares or any other non-local currency denominated investment vehicles. I further<br />
understand that <strong>MetLife</strong> <strong>Alico</strong> may from time to time make other Subaccounts available and has the right to change, add or delete<br />
designated investment companies, to add or remove Subaccounts, and to combine any two or more Subaccounts. In the event that I<br />
fail to respond, within the stipulated time, to <strong>MetLife</strong> <strong>Alico</strong>’s notice of any modification, discontinuance or unavailability of particular<br />
investment Strategies or Subaccount, I hereby authorize <strong>MetLife</strong> <strong>Alico</strong>, at its sole discretion, to re-allocate the value of the discontinued<br />
or unavailable Subaccounts into an available Subaccount under the lower Risk Strategy as determined by <strong>MetLife</strong> <strong>Alico</strong> at the time and<br />
to maintain my allocation in any modified Subaccount.<br />
e) I hereby acknowledge that <strong>MetLife</strong> <strong>Alico</strong> may be required by applicable laws to withhold income tax on behalf of the Owner and/<br />
or behalf of the Beneficiary (ies) in relation to any returns realized on any of the underlying investments of the selected Investment<br />
Subaccount(s) and/or in relation to any payments due to the Owner and/ or to the Beneficiary (ies) under the Policy.<br />
f) I understand that all contributions to the Policy are subject to any applicable anti-money laundering rules and regulations that are in<br />
force at the time the contributions are received by <strong>MetLife</strong> <strong>Alico</strong>.<br />
g) I fully understand that with respect to the first contribution into the Investment Strategies, if applicable, the number of investment<br />
units and their respective value will be allocated within 15 days from the date the signed Policy Receipt, confirming my acceptance of the<br />
Policy as processed, is received at <strong>MetLife</strong> <strong>Alico</strong> Administrative Office and the full contribution is duly received and cleared by <strong>MetLife</strong> <strong>Alico</strong>.
In applying for insurance coverage as indicated in the initial Application, and in signing this Request <strong>Form</strong>, I certify that:<br />
• I am not a United States (“U.S.”) Person as defined below.<br />
• Any Beneficiary I have designated IS NOT U.S. Person(s) as defined below.<br />
• I agree to inform the Company within Thirty (30) days of the date I become aware that any designated Beneficiary or I become a U.S.<br />
Person as defined below or of the date the policy is assigned to a U.S. Person as defined below.<br />
• I understand for purposes of this statement, a U.S. Person is a citizen or resident of the United States (including a U.S. Permanent<br />
Resident residing outside the U.S.), U.S. partnership and any trust that is controlled by one or more U.S. persons and is subject to the<br />
supervision of a U.S. Court.<br />
• I understand that this statement is for both U.S. Securities Exchange Control and U.S. Federal Income Tax purposes and that a false<br />
statement or a misrepresentation of tax status by a U.S. Person could lead to penalties under U.S. Law.<br />
Disclaimer: Your relationship is with <strong>MetLife</strong> <strong>Alico</strong>. In turn, <strong>MetLife</strong> <strong>Alico</strong> makes investments in line with the strategies you have chosen,<br />
and your Policy Account Values will reflect the performance of the strategies you select. The Investment Account earnings will fluctuate up<br />
or down and principal and investment returns are not guaranteed, except under Guaranteed Rate Account (GRA). In order to continue<br />
to best serve its clients, or in the event of change in applicable legislation, <strong>MetLife</strong> <strong>Alico</strong> may add, combine, or delete sub-accounts and/<br />
or funds, which back the three investment strategies without notice to its clients. As the clients’ investments are made with <strong>MetLife</strong> <strong>Alico</strong>,<br />
in the VUL Insurance plan, rest assured that <strong>MetLife</strong> <strong>Alico</strong>’s obligations to its individual clients under their VUL Insurance plans will not be<br />
altered or amended by any such change. The investment Strategies and Investment Sub-accounts offered are subject to the Company’s<br />
ability to invest in international mutual funds or investment companies’ shares or in any other non-local currency denominated investment<br />
vehicles.<br />
Neither <strong>MetLife</strong> <strong>Alico</strong> nor any of its affiliates, agents or representatives is giving investment advice in relation to any of the investment<br />
Strategies and/or in connection with the underlying Funds used to achieve the investment goals selected by the Policyholder. Neither <strong>MetLife</strong><br />
<strong>Alico</strong> nor any of its affiliates, agents or representatives is giving any professional advice regarding the compatibility of the underlying Funds<br />
with any set of religious precepts or guidelines.<br />
Important: Before signing this <strong>Form</strong>, make sure all the information is correct and all Declarations and Statements made<br />
above are fully understood.<br />
Signatures<br />
Signed at Place City/Country on this D D day of M M Year<br />
Name of Proposed Insured<br />
in his/her own handwriting<br />
Signature x<br />
Name of Irrevocable Beneficiary<br />
or Assignee<br />
Name of Witness Agent<br />
in his/her own handwriting<br />
in his/her own handwriting<br />
Signature x<br />
Signature x<br />
Name of Policy Owner<br />
in his/her own handwriting<br />
Signature x
Metropolitan Life Insurance Company (<strong>MetLife</strong>) is a subsidiary of <strong>MetLife</strong>, Inc. (NYSE: MET), a leading global provider of insurance, annuities<br />
Qatar and the United Arab Emirates, <strong>MetLife</strong> <strong>Alico</strong> offers life, accident and health insurance along with retirement and savings products to<br />
individuals and corporations.<br />
For more information, visit www.metlife.com<br />
<strong>Alico</strong> is a <strong>MetLife</strong>, Inc. Company<br />
American Life Insurance Company<br />
WILMINGTON, DELAWARE, U.S.A.<br />
INCORPORATED 1921<br />
www.metlifealico-gulf.com<br />
MA/UND/02-PA-FRM/11-13<br />
© 2010 <strong>MetLife</strong> <strong>Alico</strong>