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    • Time equals money so save some with Self-Service

    04 July 2017

    Accessing Self-Service will allow you to update your client’s address, their bank and credit card details, lodge cases to decrease and remove benefits, suspend premium payments, review loadings and exclusions and much, much more.

    So how is it done?

    Just follow these 3 simple steps:

    1. Download the Financial Adviser Authority Form via the Procedures & Forms -> Adviser Forms & Documents on the Adviser Site
    2. Have said form signed and dated by your client
    3. Email it to au.customer@aia.com and we will handle the rest


    Once we have added the Authority you will be ready to go, hopefully providing yourself and your client an easier time and smoother process in doing business. 

    You can now complete the following tasks on your client’s behalf through the adviser site:

    • Credit card expiry update
    • Change of address or other contact details
    • Change of payment details (where a completed credit card authority or direct debit request has been provided by the policy owner)
    • Removing/decreasing a benefit or other policy feature or AIA Vitality feature
    • Adding/amending or terminating an AIA Vitality membership
    • Change in cover due to age parameters
    • Cancel cover/policy
    • Change occupation class
    • Change of premium pattern
    • Change of smoker status
    • Instructions relating to benefit indexation on your policy/policies
    • Suspending premium payments
    • Reinstating a policy where underwriting is not required
    • Apply to remove loadings or exclusions
    • Removing payment details (stop debits)


    Login to the Adviser Site and get started now.

    Read more adviser news articles

    18 November 2019

    The Burden of Cancer

    An estimated 145,000 new cases of cancer will be diagnosed in Australia this year. Having an insurance policy in place for your clients may provide the assistance needed. But what else should your clients consider when faced with the burden of cancer?

    article tile image

    18 November 2019

    Achieving your FASEA education standards with AIA Australia and Kaplan Professional

    AIA Australia has partnered with Kaplan Professional to help adviser’s meet the new FASEA education standards. As part of this partnership, Kaplan Professional is providing significant cost savings on post graduate Financial Planning qualifications through AIA Australia.

    FASEA article tile

    18 November 2019

    TECE News - November 2019

    This month’s article outlines recent changes to salary sacrifice arrangements, limitations on claiming tax deductions for vacant land and the increase to genuine redundancy age limit for individuals aged 65 years or older. Plus more on Australia’s pension system versus the world and preferred ownership structure for buy/sell insurance cover.

    TECE News tile
    Contact AIA

    1800 333 613

    Level 6, 509 St Kilda Road Melbourne VIC 3004

    Contact AIA

    1800 333 613

    Level 6, 509 St Kilda Road Melbourne VIC 3004

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    Copyright 2019, AIA Group Limited and its subsidiaries. All rights reserved. AIA Vitality is available with eligible Priority Protection and Priority Protection for Platform Investors products issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). This information is of a general nature only and has been prepared without taking into account factors like your objectives, financial situation or needs. Before making any decision you should consider the appropriateness of the information, having regard to these factors. Before purchasing such products, view the PDS and terms and conditions available at www.aia.com.au and consider if it’s right for you. The content of this information is current as at 22 October 2019 and may be subject to change.
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